Custom templates

EARLY ACCESS

Create standardized, high-quality chatbot templates that meet your requirements, incorporate your organization's best practices and branding guidelines, and comply with your organization's policies. Example: You can create a template that contains frequently used chatbot building blocks, messages, dialogues, and dialog groups.

Custom templates are available only within your organization. So, any sensitive data or proprietary chatbot building blocks within these templates are secure.

Custom templates are present in the Chatbots > Templates tab > Custom tab.

Create a custom template

You can create a template in the following ways.

Save the entire chatbot as a custom template.
Create a custom template from selected dialogs or dialog groups in a chatbot.

Save a chatbot as a custom template

This section explains how to save the entire chatbot as a template.

The chatbot can be in any state.

It can be active or inactive.
It can be functional or non-functional.

What is included in the template

The template contains the following building blocks from the source chatbot.

All dialogs and dialog groups, which includes the chatbot elements in the dialogs
The following are included if they are used in the dialogs. Any chatbot building blocks that are not used are not added to the template. Example: If you create an attribute but do not use it in a dialog, the attribute is not included in the template.
- Intents
- Keywords and synonyms
- Attributes
- NER attributes and custom data types
Chatbot settings

Create the template

Do the following:

In the chatbot, select the three dots at the right and select Save chatbot as template.
In the Create template screen, complete the following fields.
- Name your template: Enter a name for the template. Follow these guidelines.
  - The name must not contain any special characters.
  - The name must not begin with a number.
  - (Optional) Specify a unique name so that you can identify the template.
- Describe template (Optional): Add a description to help other users identify the most relevant template for their use. You can add a maximum of 500 characters.
- Industry (Optional): Select an industry.
Select Create template.

The chatbot is saved as a template.

Create a custom template from sections of a chatbot

You can create a template from specific dialogs and dialog groups in your chatbot.

What is included in the template

The template contains the following building blocks from the source chatbot.

The dialogs and dialog groups that you select
The following are included if they are used in the selected dialogs. Any chatbot building blocks that are not used in these dialogs are not added to the template.
- Intents
- Keywords and synonyms
- Attributes
- NER attributes and custom data types
Chatbot settings

Create the template

Do the following:

In your chatbot, select the dialogs and dialog groups that you want to add to the new template. To select all dialogs and dialog groups, use Select all.
Select Create template.
In the Create template screen, complete the following fields.
- Name your template: Enter a name for the template. Follow these guidelines.
  - The name must not contain any special characters.
  - The name must not begin with a number.
  - (Optional) Specify a unique name so that you can identify the template.
- Describe template (Optional): Add a description to help other users identify the most relevant template for their use. You can add a maximum of 500 characters.
- Industry (Optional): Select an industry.
You can view the list of the dialogs and dialog groups to be added to the template.
Select Create template.

The selected dialogs and dialog groups from the chatbot are saved as a template.

Share a custom template between accounts

If you have subaccounts in your main Infobip account, you can share custom templates from the main account to the subaccounts. Thus, you can reuse a template across multiple accounts instead of recreating the template in each account.

Guidelines

Share a template: Only the main account can share custom templates.
Delete a template: Only the main account can delete shared custom templates.

Share a custom template

This section is applicable only for templates that are not shared.

Follow these steps to start sharing.

On the Infobip web interface (opens in a new tab), go to Automation Studio > Chatbots > Templates tab > Custom tab.
On the required template, select Preview.
In the About template tab > Access section, select Share template.
Select one or more subaccounts with which you want to share the template.
Select Share.

The template is now shared with the selected subaccounts. The template has an indicator that shows that it is shared. The template is also listed in the Shared tab.

Add or remove sharing from a template

This section is applicable for templates that are shared with one or more subaccounts.

Follow these steps to add or remove sharing from a template.

On the Infobip web interface (opens in a new tab), go to Automation Studio > Chatbots > Templates tab > Custom tab.
On the required template, select Preview.
In the About template tab > Access section, select Manage access.
Do the following.
- To remove a subaccount, select the x mark next to the subaccount.
- To add a subaccount, select the subaccount from the list.
Select Done.

View sharing information for a template

All shared templates are present in the Shared tab. To view the sharing information for a template, do the following.

On the Infobip web interface (opens in a new tab), go to Automation Studio > Chatbots > Templates tab > Shared tab.
On the required template, select Preview.
In the About template tab > Access section, you can view the accounts with which the template is shared.

Edit the details of a custom template

On the Infobip web interface (opens in a new tab), go to Automation Studio > Chatbots > Templates tab > Custom tab.
Hover over a template and select Preview.
Go to the About template tab.
Edit the fields in the template.
Select Save for each field that you edit.

Delete a custom template

NOTE

You can delete only custom templates. You cannot delete predefined templates.

On the Infobip web interface (opens in a new tab), go to Automation Studio > Chatbots > Templates tab > Custom tab.
Do one of the following.
- From the Templates page: Hover over the template that you want to delete and select Delete.
- From within a template: In the template that you want to delete, select Delete.

Audit logs

For information about the template events that you can view in audit logs, see the Audit log documentation.

Predefined templates Create chatbot from template