> For the complete documentation index, see [llms.txt](https://partners.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://partners.botpenguin.com/partner-platform-guidelines/configurations/bot-templates.md).

# Bot templates

### Overview

The "Bot Templates" section in the Partner Panel allows you to provide pre-built chat flow templates to your customers. When you add templates here, they will appear under the "Pre-Built Chatbot Templates" section in all your customers' panels. This guide explains how to set up and manage these templates.

### Prerequisites

1. **Customer Account:** You will need a customer account for your agency. This account will host the bots and flows required for creating templates.

{% embed url="<https://partners.botpenguin.com/partner-platform-guidelines/customer-management>" %}

2. **Bots and Flows:** Templates are based on chat flows created under specific bots. You must create bots and flows for the platforms and use cases you want to offer templates for.

#### Steps to Configure Pre-Built Bot Templates

**Step 1: Create a Customer Account**

1. Navigate to your agency's dashboard.
2. Manually create a customer account that will be used to create the templates.
3. Assign a plan to this account that allows you to:
   * Create multiple bots.
   * Access required functionalities for making flows.

**Step 2: Set Up Bots and Flows**

1. **Create Bots:**
   * For each platform (e.g., Website, Messenger), create a bot under the customer account.
   * Example: Create a bot named "Website Bot."

{% embed url="<https://partners.botpenguin.com/customer-platform-guidelines/new-bot-setup>" %}

2. **Create Flows:**

* Refer to the documentation on How to Create a Flow for detailed instructions.
* For each bot, create multiple flows for different categories or use cases.
* Example: Under "Website Bot," create flows like "Restaurant Booking" or "Customer Feedback."

{% embed url="<https://partners.botpenguin.com/customer-platform-guidelines/chatflow-setup>" %}

**Step 3: Add a New Template**

1. Go to your Partner Panel.
2. Navigate to the **Configuration** section and locate the **Bot Templates** subsection.
3. Click on the **Create Template** button.
4. Fill in the required fields:
   * **Template Name:** Provide a name (e.g., "Restaurant Booking Template").
   * **Select Customer:** Choose the customer account you created earlier.
   * **Platform:** Select the platform (e.g., Website, Messenger).
   * **Bot:** Select the bot created under the customer account.
   * **Flow:** Choose the specific flow to associate with the template.
   * **Category:** Select an appropriate category from the dropdown.
   * **Tags:** Add relevant tags to improve searchability.
   * **Description:** Provide a brief description of the template.
   * **Custom Key Features:** Highlight unique features of the template.
   * **Upload Thumbnail:** Upload an image to represent the template visually.
5. Click on **Create Template.**

<figure><img src="/files/hoVdM4bDhjDTfpooPHJs" alt=""><figcaption></figcaption></figure>

**Step 4: Manage Templates**

1. View the template list under the **Bot Templates** subsection.
2. The list displays:
   * Template Name
   * Associated Platform
   * Tags
   * Visibility Status
3. **Toggle Visibility:**
   * When enabled, the template becomes visible to all customers in the "Pre-Built Chatbot Templates" section.
4. **Action Buttons:**
   * Edit: Modify template details.
   * Delete: Remove the template.

<figure><img src="/files/MYRa8uWOgwykVl5mBoUa" alt=""><figcaption></figcaption></figure>

#### Additional Notes

* **Platform-Specific Templates:** You can create templates for all platforms or focus on specific ones based on your offerings.
* **Visibility Management:** Ensure templates are toggled ON only when ready for customer use.
* **Customization:** Use descriptions, categories, and tags effectively to make templates appealing and easy to find.

By following this guide, you can seamlessly provide pre-built chatbot templates to your customers, enhancing their experience and streamlining chatbot deployment.

#### Need Help?

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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