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Start from a template

The six industry templates, exactly what each one pre-fills, and how to replace the sample content with your own.

A template creates a working chatbot in one click, pre-filled with a persona, a starter FAQ, sample documents, and a set of enabled actions. It is the fastest way to see a realistic conversation before you have written any content of your own.

Open Chatbots → New from template and pick one.

The templates

TemplateBot persona
Restaurant AssistantHost — menu, hours, reservations
Hotel ConciergeConcierge — rooms, amenities, stays
Salon Booking AssistantBooking assistant — services, slots
Clinic Patient AssistantPatient assistant — visits, intake
Law Firm Intake AssistantIntake assistant — matters, consults
Automotive Service AssistantService assistant — repairs, quotes

What a template pre-fills

Every template seeds the same five things:

  • The chatbot itself — named after the template, with its own bot name,

    greeting, and system prompt.

  • A starter FAQ source — a set of question-and-answer pairs for that

    industry, added as one FAQ knowledge source.

  • Sample documents — a few manual-text sources such as a service list or a

    policy page.

  • Suggested questions — the starter chips shown in the widget before the

    visitor types anything.

  • Actions — capture_lead, book_appointment, and escalate_to_human are

    enabled. See Actions overview.

Lead capture is switched on for template chatbots.

Warning:

The seeded knowledge is sample content, not your business's information. Every seeded source is titled … (sample — edit me) and its first line says so. A template chatbot will confidently quote sample opening hours and sample prices until you replace them. Edit or delete every sample source before you embed the widget on a live site.

What counts against your limits

A template creates one chatbot and several knowledge sources at once, so it is checked against both your plan's chatbot limit and its knowledge-source limit before anything is created. If either would be exceeded, nothing is created and the request fails — you are not left with a half-seeded bot.

The seeded sources are processed by the same background worker as any other source, so they show as processing for a short while before the bot can answer from them. See Knowledge base overview.

Diverging from a template

Nothing about a template is sticky. Once created, the chatbot is an ordinary chatbot:

  • Edit or delete the sample sources under Knowledge.
  • Rewrite the system prompt and greeting under

    Settings.

  • Turn actions off, or configure them against your own systems, under

    Actions.

There is no link back to the template, and updating a template later does not change chatbots already created from it.

Where to go next

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