Creating a Bot from a Template

Introduction

This article shows you how to locate and preview template options. You also learn how to select a template and find your saved Bots.

Using a template is a fast and easy way to build a Bot. Selecting a template is the first step, but you need to do a bit more work. In other articles and videos, you learn how to edit a template design, add unique content, customize settings, and publish your Bot.

See also

For more information, see:

• Adding blocks
• General Bot Settings
• Previewing a Bot
• Publishing Bots

1  Locating template options page

1. Login to your ConvertoBot account.
2. Go to the menu on the left side of the page.
3. Select Chatbot Template. The Chatbot Templates page displays.

2  Previewing a template

The Chatbot Templates page has many Bot options.

1. To review all the options at the same time, scroll up and down the page.
2. To narrow your search, click the All Categories button at the top of the page. A drop-down menu displays categories of options.
3. Select a category. A list of Bots displays on the page.
4. To check the appearance and behavior of a template, select Preview. A preview panel displays on the right side of the page.
5. Click the X in the top right corner to close the preview display.

3  Selecting a template

1. To select a Bot template, click Use Template. A popup box displays.
2. Click OK in the popup box. The Bot Builder page displays.

4  Locating saved Bots

Each Bot is saved on the My Bots page.

1. Go to the menu on the left side of the page.
2. Select My Bots. The My Bots page displays a list of Bots and tools.

5 Using the Bot toolbar

Each Bot in the My Bots page has a toolbar with 6 tools.

1. Click the ON button and the Bot turns OFF.
2. Click Settings to change the Bot’s features. <<hyperlink>>
3. Click Clone to copy a Bot. <<hyperlink>>
4. Click Edit to change the design or behaviour of the Bot. <<hyperlink>>
5. Click Analytics to look at the Bot’s performance data. <<hyperlink>>
6. Click Delete to remove a Bot.