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Discover more about how chatbot templates work and where they save the most time.
What is a chatbot template?
A chatbot template is a pre-built conversation flow designed around a specific job, like webinar signup, lead magnet delivery, or after-hours replies. The messages, conditions, and actions are already in place, so you don't have to map out the conversation from scratch.
Add a template to your chatbot and replace the sample text with your own. You can also adjust the messages, conditions, and actions to fit your workflow and brand.
When should I start from a template?
Chatbot templates are useful for recurring workflows that follow a predictable path, such as lead capture, scheduling, or support. This path is much the same for most businesses, which is why starting from a template saves you time.
Building from scratch makes more sense when the conversation relies on rules specific to your product or business. Often, the practical middle ground is to choose the best-fitting template and add the steps, filters, and integrations your workflow calls for.
How do I choose a chatbot template?
Start with the job you want your chatbot to do, then choose from a range of templates for lead generation, bookings, eCommerce, and customer support to find the one that matches your goal.
Go over your template's steps and actions to make sure they match how you want the conversation to run, then edit from there. Every message, condition, and action is yours to change.
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