You can use templates to easily set up flows for common use cases, such as broadcasting updates or letting users make applications through your bots.
Using a Template
When you create a new flow, you'll first see a step where you can choose to create a blank flow, or install one of our templates. Simply click on the template you need, and you'll be able to start editing it.
How to Customize
Most templates are straightforward and you simply need to edit the trigger and each action and customise as you go.
However, we've added some notes below about some of our templates to help you to customise them.
Apply, Book & Buy Templates
These will need further work to make them usable in a real bot, but should give you an idea of how to start.
You'll see an action called Send to your email or helpdesk. You should edit this and add the email address where you want the user's details to be sent.
This template makes use of the Google Places API to search for the nearest branch/location of your business.
You need to edit the action called Keep the settings all in one place and replace the API key with your Google Places API Key, and replace the keyword with the place name you want to search on.
This flow is set up to watch for new items on the BBC World News RSS Feed when you first install it.
You should edit the trigger and replace the BBC feed URL with your own.
Question & Answer
You need to replace the dummy questions with real questions. Look at the way the trigger and actions are set up to understand how the flow is structured.
Message a Human
You'll see an action called Send to your email or helpdesk. You should edit this and add the email address that you want the user's question to be sent to.
Replying to the question you receive by email will route the answer back to the bot.
This is similar to the Talk to a Human template, except it allows a human takeover 'mode' to be started/stopped, where all messages are routed to a human.
You'll see an action called Send to your email or helpdesk. You should edit this and add the email address that you want the user's message to be sent to.
Important: You need to add an action in other flows (and especially to a catch-all flow) to make human takeover work. The Welcome & Help template already has this action (it's the first one after the trigger), so if you use these two templates together your bot will already be set up for human takeover of unrecognised messages.
To override other flows if human takeover is enabled, you need to add this same action to them.
It should be a Trigger a Flow action, with the word/phrase set to 'takeover message' and a metadata field 'message' set to the message the flow received. It also needs to be filtered on an attribute named 'human_takeover' being not empty. To see a working example, install the Welcome & Help flow.
To learn more about how human takeover works, we have a full walk through of the flow too.
Welcome & Help
You'll need to at least add some info about what the bot can do to the last action, and also swap the dummy shortcuts for real ones.