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.