# Template Samples & Conversations > **Ready-to-use bots for common business needs** > > *See real conversations and learn how each template works* --- ## How to Use Templates 1. Go to **Sources** app 2. Click **+ New Bot** 3. Select **From Template** 4. Choose the template you want 5. Click **Create** Your bot is ready to use immediately! --- ## Customer Support (CRM Template) **Best for:** Handling customer inquiries, tracking issues, managing contacts ### Sample Conversation ``` User: I need help with my order Bot: I'd be happy to help with your order! What's your order number? User: ORD-12345 Bot: Found it! Order #ORD-12345 πŸ“¦ Status: Shipped πŸ“… Shipped: May 14, 2025 🚚 Carrier: FedEx πŸ“ Tracking: 7891234567890 Expected delivery: May 17, 2025 Is there something specific about this order? User: I want to return it Bot: I can help you start a return for Order #ORD-12345. πŸ“‹ Return Policy: β€’ Returns accepted within 30 days β€’ Item must be unused β€’ Original packaging required Would you like me to create a return request? User: Yes Bot: βœ… Return Request Created! Return #: RET-5678 Next steps: 1. Print the return label (sent to your email) 2. Pack the item securely 3. Drop off at any FedEx location Refund will process within 5-7 business days after we receive the item. Anything else I can help with? ``` ### What It Can Do - Look up orders by number or customer email - Check shipping status - Create return requests - Log customer interactions - Track support tickets --- ## FAQ Bot (AI Search Template) **Best for:** Answering common questions from your documents ### Sample Conversation ``` User: What's your refund policy? Bot: Based on our policies: **Refund Policy** β€’ Full refund within 30 days of purchase β€’ Items must be unused and in original packaging β€’ Refunds processed to original payment method β€’ Processing time: 5-7 business days For items over 30 days old, store credit is available. πŸ“„ Source: Company Policies Handbook, Page 12 User: How do I contact support? Bot: You can reach our support team through: πŸ“§ Email: support@company.com πŸ“ž Phone: 1-800-555-0123 (Mon-Fri, 9am-5pm) πŸ’¬ Chat: You're using it right now! Average response time: β€’ Chat: Immediate β€’ Email: Within 24 hours β€’ Phone: Under 5 minutes wait πŸ“„ Source: Contact Information Page User: Do you ship internationally? Bot: Yes! We ship to over 50 countries. **International Shipping:** β€’ Standard: 10-15 business days ($15) β€’ Express: 5-7 business days ($35) **Note:** Import duties and taxes may apply depending on your country. Countries we ship to include: Canada, UK, Australia, Germany, France, Japan, and more. πŸ“„ Source: Shipping FAQ Document ``` ### Setup Tips 1. Upload your FAQ documents to the knowledge base 2. Include policy documents, product guides, help articles 3. The bot automatically learns from your files --- ## Appointment Booking (Calendar Template) **Best for:** Scheduling meetings, consultations, appointments ### Sample Conversation ``` User: I want to book an appointment Bot: I'll help you schedule an appointment! What type of appointment do you need? 1. πŸ“‹ Consultation (30 min) 2. πŸ”§ Service Visit (1 hour) 3. πŸ“ž Phone Call (15 min) User: Consultation Bot: Great! A 30-minute consultation. Here are available times this week: πŸ“… Tuesday, May 20 β€’ 10:00 AM β€’ 2:00 PM β€’ 4:00 PM πŸ“… Wednesday, May 21 β€’ 9:00 AM β€’ 11:00 AM β€’ 3:00 PM Which works best for you? User: Tuesday at 2pm Bot: Perfect! Let me confirm your details. What's your name? User: John Smith Bot: And your email address? User: john@email.com Bot: βœ… Appointment Confirmed! πŸ“‹ Consultation πŸ‘€ John Smith πŸ“… Tuesday, May 20, 2025 πŸ• 2:00 PM (30 minutes) A confirmation email has been sent to john@email.com with calendar invite. Need to reschedule? Just ask! ``` ### What It Can Do - Show available time slots - Book appointments - Send confirmation emails - Send reminders before appointments - Allow rescheduling and cancellation --- ## HR Assistant (Employee Template) **Best for:** Employee self-service, HR questions, leave requests ### Sample Conversation ``` User: How many vacation days do I have? Bot: Let me check your balance, John. πŸ“Š Your Time Off Balance: Vacation Days β”œβ”€β”€ Available: 12 days β”œβ”€β”€ Used: 3 days └── Pending: 0 days Sick Days β”œβ”€β”€ Available: 8 days └── Used: 2 days Your vacation resets on January 1, 2026. Would you like to request time off? User: Yes, I need next Friday off Bot: I'll create a time off request for you. πŸ“… Requesting: Friday, May 23, 2025 πŸ“‹ Type: Vacation (1 day) Reason for time off? (optional) User: Personal appointment Bot: βœ… Time Off Request Submitted! πŸ“‹ Request #PTO-2025-0142 πŸ“… Date: May 23, 2025 (1 day) πŸ“ Reason: Personal appointment πŸ‘€ Approver: Sarah Johnson (your manager) You'll receive an email when it's approved. Current status: ⏳ Pending Approval User: What holidays do we have this year? Bot: πŸ“… Company Holidays 2025: βœ“ New Year's Day - Jan 1 (past) βœ“ Memorial Day - May 26 βœ“ Independence Day - July 4 βœ“ Labor Day - Sep 1 βœ“ Thanksgiving - Nov 27-28 βœ“ Christmas - Dec 25-26 Total: 8 paid holidays Note: If a holiday falls on a weekend, it's observed on the nearest weekday. ``` ### What It Can Do - Check PTO balances - Submit time off requests - Look up company holidays - Answer HR policy questions - Find employee directory info --- ## Sales Lead Capture **Best for:** Qualifying leads, collecting contact info, scheduling demos ### Sample Conversation ``` User: I'm interested in your product Bot: Great! I'd love to learn more about what you're looking for. What's your name? User: Maria Garcia Bot: Nice to meet you, Maria! What company are you with? User: Acme Corp Bot: Acme Corp - got it! What's your role there? User: Marketing Director Bot: Perfect! And what's the best email to reach you? User: maria@acmecorp.com Bot: Thanks Maria! One last question: What's your biggest challenge right now? 1. πŸ“ˆ Growing leads 2. ⏱️ Saving time on manual tasks 3. πŸ“Š Better reporting 4. πŸ”— Integrating tools 5. Other User: Saving time Bot: That's exactly what we help with! βœ… I've saved your information: πŸ‘€ Maria Garcia 🏒 Acme Corp (Marketing Director) πŸ“§ maria@acmecorp.com 🎯 Interest: Time savings Would you like to: 1. πŸ“… Schedule a demo (15 min) 2. πŸ“„ Get a product overview PDF 3. πŸ’¬ Ask questions now User: Schedule a demo Bot: I can schedule you with our team! Available demo times: πŸ“… Tomorrow (May 16) β€’ 10:00 AM β€’ 3:00 PM πŸ“… Monday (May 19) β€’ 11:00 AM β€’ 2:00 PM Which works for you? User: Tomorrow at 3pm Bot: βœ… Demo Scheduled! πŸ“… Friday, May 16 at 3:00 PM πŸ‘€ With: Alex from our Sales team πŸ“§ Calendar invite sent to maria@acmecorp.com Alex will show you how companies like Acme save 10+ hours per week with our platform. See you tomorrow, Maria! ``` ### What It Can Do - Qualify leads with questions - Capture contact information - Score leads automatically - Schedule demo calls - Send follow-up emails --- ## IT Helpdesk **Best for:** IT support tickets, troubleshooting, password resets ### Sample Conversation ``` User: I can't access my email Bot: I'll help you troubleshoot your email access. What error are you seeing? 1. πŸ” Password incorrect 2. πŸ“§ Can't connect to server 3. πŸ”„ Email not syncing 4. ❓ Something else User: Password incorrect Bot: Let's fix your password issue. Have you tried resetting your password in the last 24 hours? User: No Bot: I can send a password reset link to your backup email address. For security, please confirm your employee ID: User: EMP-4521 Bot: βœ… Verified! I've sent a password reset link to your backup email (j***@gmail.com). πŸ“§ Check your email and click the reset link ⏱️ Link expires in 15 minutes After resetting: 1. Use the new password for email 2. Update password on your phone too 3. It may take 5 minutes to sync Still having issues after resetting? User: It worked, thanks! Bot: Glad it's working! πŸŽ‰ Quick security tips: β€’ Use a strong, unique password β€’ Enable two-factor authentication β€’ Never share your password Anything else I can help with? User: No that's all Bot: βœ… Ticket #IT-2025-0891 closed as resolved. Have a great day! Remember, I'm here 24/7 if you need IT help. ``` ### What It Can Do - Create support tickets - Reset passwords - Troubleshoot common issues - Check system status - Escalate to human agents --- ## Compliance & Privacy (LGPD/GDPR) **Best for:** Handling data privacy requests ### Sample Conversation ``` User: I want to see what data you have about me Bot: I can help you with a Data Access Request. Under privacy regulations (LGPD, GDPR, CCPA), you have the right to receive a copy of your personal data. To process your request, I need to verify your identity. What's your email address? User: john.doe@email.com Bot: I've sent a verification code to john.doe@email.com Please enter the 6-digit code: User: 847291 Bot: βœ… Identity verified! What would you like to do? 1. πŸ“₯ Get a copy of my data 2. ✏️ Correct my information 3. πŸ—‘οΈ Delete my data 4. ❓ Ask about data usage User: Get a copy of my data Bot: βœ… Data Access Request Submitted πŸ“‹ Request #DSR-2025-0142 πŸ“§ john.doe@email.com πŸ“… Submitted: May 15, 2025 ⏱️ Due: May 30, 2025 (15 days) We will compile all your personal data and send it to your email in a secure format. You'll receive: β€’ Profile information β€’ Communication history β€’ Preferences and settings β€’ Activity logs Is there anything specific you're looking for? User: No, that's all Bot: Your request is being processed. You'll receive an email within 15 days with a secure link to download your data. Questions? Reply to the confirmation email or come back here anytime. ``` --- ## Broadcast & Announcements **Best for:** Sending company-wide messages, news updates ### Sample Conversation (Admin) ``` Admin: Send an announcement Bot: I'll help you create an announcement. What's the title? Admin: Office Closure Tomorrow Bot: Got it! Now the message content: Admin: Due to the holiday, our office will be closed tomorrow May 16. We'll reopen Monday at 9am. Bot: Who should receive this? 1. πŸ‘₯ All employees 2. 🏒 Specific department 3. πŸ“ Specific location 4. πŸ“‹ Custom list Admin: All employees Bot: How should I send it? β˜‘οΈ Email β˜‘οΈ Chat notification ☐ SMS (Select all that apply) Admin: Email and chat Bot: πŸ“’ Announcement Preview: ━━━━━━━━━━━━━━━━━━━━━━━━━━━ OFFICE CLOSURE TOMORROW ━━━━━━━━━━━━━━━━━━━━━━━━━━━ Due to the holiday, our office will be closed tomorrow May 16. We'll reopen Monday at 9am. ━━━━━━━━━━━━━━━━━━━━━━━━━━━ Recipients: 247 employees Channels: Email, Chat Send now or schedule? Admin: Send now Bot: βœ… Announcement Sent! πŸ“§ 247 emails delivered πŸ’¬ 247 chat notifications sent Delivery report saved. View in Analytics. ``` --- ## Talk to Data (Analytics) **Best for:** Asking questions about your business data in plain English ### Sample Conversation ``` User: How many sales did we make last month? Bot: πŸ“Š Sales Summary - April 2025 Total Sales: 1,247 Revenue: $156,340 Average Order: $125.35 Compared to March: β€’ Sales: β–² 12% (+134) β€’ Revenue: β–² 8% (+$11,520) User: Which product sold the most? Bot: πŸ† Top 5 Products - April 2025 1. Widget Pro - 342 units ($42,750) 2. Basic Package - 289 units ($28,900) 3. Premium Bundle - 201 units ($40,200) 4. Starter Kit - 187 units ($18,700) 5. Add-on Pack - 156 units ($15,600) Widget Pro has been #1 for 3 months in a row! User: Show me sales by region Bot: πŸ—ΊοΈ Sales by Region - April 2025 North America β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–‘β–‘ $68,500 (44%) Europe β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–‘β–‘β–‘β–‘β–‘β–‘β–‘ $42,300 (27%) Asia Pacific β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘ $31,200 (20%) Latin America β–ˆβ–ˆβ–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘ $14,340 (9%) Fastest growing: Asia Pacific (β–² 23%) User: Who are our top customers? Bot: πŸ‘₯ Top 5 Customers - April 2025 1. Acme Corp $12,450 (8 orders) 2. TechStart Inc $9,800 (12 orders) 3. Global Services $8,200 (5 orders) 4. Smith & Co $7,650 (6 orders) 5. DataFlow Ltd $6,900 (4 orders) Want me to show purchase history for any of these? ``` ### What It Can Do - Answer business questions in plain English - Show sales, revenue, customer data - Compare time periods - Create simple reports - Export data to spreadsheets --- ## Quick Template Selection Guide | I need to... | Use this template | |--------------|-------------------| | Answer customer questions | AI Search (FAQ) | | Handle support tickets | CRM / IT Helpdesk | | Book appointments | Calendar | | Capture sales leads | CRM (Sales) | | Help employees with HR | HR Assistant | | Send announcements | Broadcast | | Query business data | Talk to Data | | Handle privacy requests | Compliance | --- ## Need Something Custom? If these templates don't fit your needs: 1. **Start with the closest template** - Modify it 2. **Use the Default template** - Build from scratch 3. **Combine templates** - Use features from multiple templates 4. **Ask for help** - Our community can guide you --- ## See Also - [Templates Reference](./templates.md) - Full template list - [How To: Create Your First Bot](../chapter-04-gbui/how-to/create-first-bot.md) - [Sources App](../chapter-04-gbui/apps/sources.md) - Managing templates - [Write Your First Dialog](../chapter-04-gbui/how-to/write-first-dialog.md)