# Templates

## Bot Templates: Save and Reuse Conversation Flows

**Goal:** Create reusable templates for your Bots so you can quickly duplicate complex interaction flows.\
**Estimated Time:** 10 minutes

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### 💡 What Templates Are

Templates in nativeMsg let you **save a bot’s conversation flow** — including its interactions, actions, and logic — so you can reuse it later for another bot.

Instead of rebuilding the same structure every time, you can:

* Save your best-performing bot as a Template
* Apply that Template to a new Bot
* Edit and re-save updated versions

> ⚙️ *Templates are especially powerful for standardizing flows like “Lead Capture,” “Support,” or “Product Tour.”*

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### 🧭 Why Templates Matter

| Benefit                  | Description                                                        |
| ------------------------ | ------------------------------------------------------------------ |
| **Save Time**            | No need to rebuild complex interactions from scratch.              |
| **Maintain Consistency** | Keep tone, structure, and compliance language uniform across bots. |
| **Accelerate Scaling**   | Clone successful flows across teams, regions, or campaigns.        |
| **Iterate Efficiently**  | Update once, re-save as a new version of the Template.             |

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### 🧱 How Templates Work

When you create a Bot, you design **Interactions** (conversation steps) and **Actions** (things those steps do).\
Templates capture those Interactions and their flow connections.

Later, you can:

1. Apply the Template to a new or existing Bot
2. Edit or extend that flow as needed
3. Save it again as a new Template version

✅ *Default Templates come built into nativeMsg — you can also create your own.*

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### 🧩 Creating and Saving a Template

1. Go to **Bots → Design** view.
2. Add multiple **Interactions** and connect them to create your flow.
3. When your flow is complete, click **Templates → Create New.**
4. Enter a **Template Name** and optional **Description.**
5. Click **Save.**

Your Template is now available in the Templates list.

> 💡 *You can continue to edit your bot and re-save the updated flow as a new template later.*

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### 🧰 Applying a Template to a Bot

To reuse a Template:

1. Go to **Bots → select your Bot.**
2. Click **Templates.**
3. Choose a Template from the list.
4. Click **Apply Template.**

✅ The interactions and logic from that Template are instantly added to your Bot’s canvas.

> 🧪 *You can customize and extend the imported flow — edits won’t affect the original template.*

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### 🗑️ Deleting a Template

To remove old or unused Templates:

1. Go to **Bots → Templates.**
2. In the Template dialog box, click the **bin 🗑️** icon next to the Template.
3. Confirm **Yes** to delete it.

> ⚠️ You can only delete your own Templates — default nativeMsg templates cannot be removed.

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### 🎯 Pro Tips for Teams

| Tip                        | Why It Helps                                                            |
| -------------------------- | ----------------------------------------------------------------------- |
| **Name clearly:**          | Use versioning (e.g., “Lead Capture v2 – SMS”).                         |
| **Add descriptions:**      | Helps teammates know what each template does.                           |
| **Test before saving:**    | Validate logic paths and actions to avoid broken flows.                 |
| **Re-save major updates:** | Don’t overwrite; save new versions to track improvements.               |
| **Share defaults:**        | Use consistent templates for onboarding, support, and compliance flows. |

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### 💬 Example Use Cases

| Template         | Purpose                                                      |
| ---------------- | ------------------------------------------------------------ |
| **Welcome Flow** | Introduces brand and routes users to Sales/Support.          |
| **Lead Capture** | Collects name, email, and preferences before passing to CRM. |
| **Survey Bot**   | Asks multi-question feedback and logs results.               |
| **Product Demo** | Walks users through feature discovery step-by-step.          |

> 🧭 *Start from a default Template, tweak the copy, then save your own branded version.*

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### 🧠 Quick Troubleshooting

| Issue                          | Solution                                                |
| ------------------------------ | ------------------------------------------------------- |
| Template not appearing         | Refresh Templates list or verify permissions.           |
| Flow looks incomplete          | Make sure all interactions are connected before saving. |
| “Apply Template” grayed out    | Ensure a Bot is selected before applying.               |
| Deleted Template still visible | Refresh the page — caching may delay the update.        |

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### ✅ Quick Recap

You can:

* Save your current bot as a Template
* Apply Templates to new bots
* Delete or replace outdated Templates
* Build a personal or shared library of reusable flows

> 💡 *Templates help you scale conversational design fast — without rebuilding from scratch.*