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.
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.
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.
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.
A variety of options will now be available for you to customize including naming options and a sample template.
Here’s a rundown of all the options available:
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.
Title: This option allows you to write a title for the message.
Subtitle: Allows you to insert a brief caption to follow the title.
Weblink/Webview: Here you can insert a button which opens any link you desire. You can also name the button.
Message Button: This option allows you to create a custom button which will send a custom message when clicked.
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.
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.
Start Story Button: This button initiates the story that your chatbot has been assigned.
Share Button: The “Share” button allows the user to share the message with which the button is attached.
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
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.