My Bot Templates

Discover the power of Flexito OmniAI templates to streamline your workflow. These pre-designed bot structures are perfect for various applications, from customer support to e-commerce. Whether you're looking to enhance efficiency or create your own templates for sale, this guide will walk you through the process.

## Overview of Templates

Templates are pre-designed and pre-configured bot structures created by developers and users. They provide ready-made solutions to enhance accuracy and efficiency in your work. Follow the steps below to create your own template with ease.

These templates can include all the elements of a pre-made bot, such as flows, variables, automation, tools, menus, and widgets.

## Accessing the Template Store

To install a template, visit the template store where you'll find a variety of templates created by users and Flexito OmniAI developers.

Templates can be free or paid. Choose and install the bot that suits your needs from the Flexito OmniAI Template store.

### How to Install a Bot from the Template Store

Let's use this bot as an example for installation from the template store.

The installation process involves three steps. Pay attention to each step to ensure correct installation. Start by clicking the 'Install template' button.

#### Step 1

Ensure the bot's structure is appropriate for the tasks it needs to perform.

On the left side of the page, a table provides a brief overview of the bot's construction.

The steps indicate the number of nodes used to complete the bot's tasks, while custom fields show user-created variables specific to this bot. Sub flows indicate the number of flows to be installed, and keywords highlight special terms used in the bot.

#### Step 2

Select the correct bot for the template. If no bot is available, the system will prompt you to create one before installing the template.

#### Step 3

To finalize installation, click the 'install now' button to receive a link to the bot. The new bot template will be installed.

## Creating Your Own Bot Template

To create a bot template, go to the 'My Contents' option on the left-hand side of the page. You'll see a page like this.

Before starting, familiarize yourself with the options on this page to achieve better results when creating bot templates.

## Creating a New Template

Start creating a bot template by clicking the 'new template' button.

In the initial step, specify the source bot that will be converted into a template. Ensure the correct source bot is selected.

### Step 2

Choose the type of bot to convert into a template.

#### Bot Template

#### Sub Flow Template

### Step 3

After selecting either the Bot template or Sub flow template, a content review page will appear. This page shows the bot's existing content, displayed on the right side within the content overview box.

In this step, name your template, provide a description, and optionally specify a version for the template.

You can also upload a custom image to personalise the template.

The Auto update feature allows you to update the template and automatically apply updates for users using the template.

The publishable template option lets users update and publish the template as their own versions.

• The editable option allows users to modify the template flows for personal use. If not enabled, the template will remain uneditable.

• The viewable option permits users to view template details and flows. Without this option, only the description is visible.

By following these simple steps, you can create your own templates.

## Editing Templates

Editing templates enables users to further customise the template's behaviour for others.

After clicking the edit button, a page with customisable information will appear, allowing you to fully personalise the template details.

• Change link types between one-time and permanent, with options for private and public links.

• Default setting is a permanent shared link, usable anytime.

• Public links grant access to all users, provided the template is approved and listed on the Flexito OmniAI template store.

• One-time links are for single use, securing the template from multiple openings with the same link.

• Private links restrict use to within the workspace, requiring login to the same workspace.

• Adjust template pricing (default is free).

• Update template details and provide guidelines for installation.

• Use the category section to specify the template type, aiding in searches.

• If a demo is recorded, add a link in the demo option to help users understand the template.

• Upload multiple images to give a custom feel to the template.

To update the template, return to the source flow in "All Bots", edit it, and then click "Update Flow" here. The system will highlight differences between the old and updated versions.

### Installing a Publishable Template

When installing a publishable-only template, the system will notify you that the template is publishable only, meaning you cannot view or edit the template flows.

After installation, the flows will not open because the template is only publishable.

### Editable Templates

When installing an editable-only template, you will be informed about its behaviour.

You can see the folder and the number of flows installed, but not the contents, similar to publishable-only templates.

### Viewable Only Templates

When installing a viewable-only template, the system will inform you of the conditions and restrictions.

A viewable-only template allows you to see the flows but not edit or publish them due to restrictions.

## Use Cases for Templates

Customer Support: Provide real-time assistance for customer inquiries and issues.

Lead Generation: Capture and qualify potential sales leads.

E-commerce: Assist users in browsing products, making purchases, and tracking orders.

Appointment Scheduling: Facilitate booking appointments or reservations.

FAQs: Deliver answers to frequently asked questions.

HR and Recruitment: Handle job applications and HR-related queries.

Healthcare: Offer medical advice, appointment booking, and health information.

Travel and Booking: Help with travel bookings, flight information, and recommendations.

Banking and Finance: Provide account information, transaction history, and financial insights.

Education: Support students with course information and learning resources.

### My Bot Templates

This feature lets you view all the bot templates you've created.

### Bot Template Installs

This option shows all the bot templates that have been installed.

### Bot Template Sales

This feature displays sales generated from bot templates created for sale.