Botsify

Making generic templates for your chatbot

Templates are pre-made patterns which include various details for any process. Botsify lets you create customized templates for your chatbot in a few easy clicks. In this tutorial, we will guide you through creating a “Generic” template.

Step 1

Log into your account on www.botsify.com and from the dashboard select the chatbot for which you want to create a “Generic” template. In this example, we are using the chatbot labelled “Shopping Assistant ” so we select it.

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Step 2

You will now be redirected to the “Create A Story” page. From there, move the cursor over the toolbar on the left to reveal the menu and select “Templates Designer” from it.

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Step 3

Press the “Create A Design” button that appears in the middle of the screen and select “Generic Template” on the top left from the options that appear on the newly loaded page.

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Step 4

A variety of options will now be available for you to customize including naming options and a sample template.

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Here’s a rundown of all the options available:

  1. Image: Allows you to insert an image into the message. You will have to use a third-party hosting service and paste a link here.
  2. Title: This option allows you to write a title for the message.
  3. Subtitle: Allows you to insert a brief caption to follow the title.
  4. Weblink/Webview: Here you can insert a button which opens any link you desire. You can also name the button.
  5. Message Button: This option allows you to create a custom button which will send a custom message when clicked.
  6. API Button: The API button is a custom button which can be inserted into the chatbot for added functionality. It requires an intermediate understanding of the Messenger API to be used at it’s full potential.
  7. Template Button: This button allows you to insert a template into the message when clicked. Like all other buttons, it’s name can also be customized.
  8. Start Story Button: This button initiates the story that your chatbot has been assigned.
  9. Share Button: The “Share” button allows the user to share the message with which the button is attached.
  10. Human Help Button: When a user clicks on this button, the chatbot stops working and you get an email that the user needs human assistance
  11. Call Button: This will initiate a call with a representative whose number you will have to provide.

A combination of the above options can be used to create a “Generic Template”. When you are done with the template, click on the “Create” option on the top-right panel or you could click on the “Save and Exit” option right next to it, to save your template for further working.