Chatbots Templates

You can automate your work even faster by using our chatbot templates. Ready templates are available for your adjustment in the Chatbots section. 

In this article, you'll learn:

• Basics about Chatbots Templates
• How to edit Chatbots Templates
• How to test out already added chatbots

Chatbots Templates

Chatbot templates are pre-design conversational paths for your chatbots. All templates can be adjusted to your business needs by editing them and their texts in the Visual Chatbot Editor. 

You can choose a template from one of the three available categories: 

• Increase Sales 
• Generate Leads
• Solve Problems
• Strategies (planned mix of a few chatbots which you can enable at once) 

To view all the available templates, navigate to the Chatbots section and find the Templates tab. 

You can now browse all of our available templates. When you like one of the templates - hover your mouse over a chosen template and click on the blue Use Template button.

You'll see a new window where you can decide whether you wish to test out the bot in action (in the widget) by clicking on the Test-it-out button or see its editing map by clicking again on the blue Use Template button. 

When you choose to Use Template, you'll enter the visual Chatbot's editing panel. This step will allow you to adjust the text shown to your visitors inside the bot. 

Editing the Templates

When you choose a template, you'll enter the Visual Chatbots Editor. That will allow you to define the texts shown to the visitors. If you select one of the Shopify-specific Bots, the system will ask you to connect the Bot with your Shopify store.

To edit the pre-defined text inside the chatbots - click on each node (actions, trigger, conditions) and edit the texts inside the right-hand editing window. 

If you would like to learn more about the logic behind editing the bots, see our video:

Testing Out added Chatbots

To test out the bot you already added - head over to the Chatbots panel and find the My Chatbots section. Click on the three dots menu on the right-hand side and choose the test it out option. 

You'll see a new window with the preview of your chatbot. Your website visitors will see the widget & the bot in the very same way.  

By leveraging chatbot templates, you can automate your workflow more efficiently. Customizing these templates to align with your business needs allows you to provide personalized and engaging customer experiences. Take advantage of the testing feature to ensure seamless integration and optimize your chatbot's performance.