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🤖 Helper Templates

Helper Templates are pre-built frameworks that help you create custom chatbots for different use cases. By creating templates, you can easily deploy specialized chatbots, which will then interact with users based on predefined responses and behaviors. To use these templates, you first need to train the chatbot with relevant data.

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🛠️ Add Template

You can create custom chatbot templates tailored to different industries or purposes. Each template can include various settings such as personality, role, color, and more.

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Template Setup

1. Template Information:

   • Template Name: Choose a name for your chatbot template (e.g., “Finance Expert”).
   • Category: Select the category to associate with your template (e.g., “Finance”, “Customer Support”).
   • Template Short Name: A short name for easy reference (e.g., “FinanceBot”).
   • Description: Provide a brief description of what this template does.
   • First Message: Define the initial greeting message that your chatbot will send to users (e.g., “Hi, I can assist you with your finances. How can I help you today?”).
   • Instructions: Provide any specific instructions for the chatbot on how to behave or respond to user queries.

2. Avatar: Upload a file (optional) for the chatbot avatar, which will appear alongside its responses.

3. Template Color: Set a color for the template, which will be applied to the chat interface to align with the brand.

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👤 Personality Setup

1. Human Name: Choose a human-like name for the chatbot (e.g., “Allison Burgers”).
2. Template Role: Define the role of the chatbot (e.g., “Finance Expert”).
3. Helps With: Describe the specific tasks or problems the chatbot is designed to assist with (e.g., “I can help you with managing your finance”).

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🧠 Chatbot Training

Before creating a template, you must first train your chatbot using relevant data. You can select a trained chatbot from the list under Select Chatbot or come back anytime to update the chatbot.

1. Select Chatbot: Choose the chatbot that you’ve previously trained.
2. Select Assistant: Choose the AI assistant that you want the chatbot to use. This assistant will be responsible for generating responses based on the trained data.

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Chatbot Training Notes:

• Train First: You need to train your chatbot with appropriate data and instructions before applying a template. Once trained, you can always update the chatbot later to fine-tune its responses.
• Select Assistant: Choose the AI assistant responsible for handling queries. The assistant will generate responses that align with the chatbot’s persona and training.

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💡 Benefits of Helper Templates

• Customizable Chatbots: Create custom templates tailored to your specific industry or business needs.
• Faster Deployment: Pre-built templates allow you to quickly deploy a chatbot, ensuring a consistent experience for users.
• Easily Trainable: After training your chatbot, you can apply different templates to fine-tune how it interacts with users.
• Enhanced Chatbot Performance: By defining roles, personalities, and instructions, you can ensure that your chatbot performs optimally based on the specific use case.

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📄 Template Management

• After creating a template, it will be added to the Chat Templates list where you can view, edit, or delete them.
• You can always update a template with new instructions, avatars, or settings as needed.

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Example Use Cases for Templates

• Finance Expert: Create a template for financial advice, helping users manage budgets, taxes, and investments.
• Customer Support: Deploy a template that answers FAQs, processes customer queries, and provides product support.
• Healthcare Advisor: Develop a chatbot that provides medical advice based on user queries.

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By using Helper Templates, you can quickly customize and deploy chatbots that align with your business needs, ensuring a consistent and professional experience for your users.