botserver/templates/README.md

General Bots Templates

Pre-built bot packages for common business use cases. Templates are organized by category for easy discovery.

Categories

/compliance

Privacy and regulatory compliance templates.

Template	Description	Regulations
privacy.gbai	Data subject rights portal	LGPD, GDPR, CCPA
hipaa-medical.gbai	Healthcare privacy management	HIPAA, HITECH

/sales

Customer relationship and marketing templates.

Template	Description	Features
crm.gbai	Full CRM system	Leads, Contacts, Accounts, Opportunities, Activities
marketing.gbai	Marketing automation	Campaigns, Lead capture, Email sequences

/productivity

Office and personal productivity templates.

Template	Description	Features
office.gbai	Office automation	Document management, Scheduling
reminder.gbai	Reminder and notification system	Scheduled alerts, Follow-ups

/platform

Platform administration and analytics templates.

Template	Description	Features
analytics.gbai	Platform analytics bot	Metrics, Reports, AI insights

/integration

External API and service integrations.

Template	Description	APIs
api-client.gbai	REST API client examples	Various
public-apis.gbai	Public API integrations	Weather, News, etc.

/hr

Human resources templates.

Template	Description	Features
employee-mgmt.gbai	Employee management	Directory, Onboarding

/it

IT service management templates.

Template	Description	Features
helpdesk.gbai	IT helpdesk ticketing	Tickets, Knowledge base

/healthcare

Healthcare-specific templates.

Template	Description	Features
patient-comm.gbai	Patient communication	Appointments, Reminders

/finance

Financial services templates.

Template	Description	Features
bank.gbai	Banking services	Account management
finance.gbai	Financial operations	Invoicing, Payments

/nonprofit

Nonprofit organization templates.

Template	Description	Features
donor-mgmt.gbai	Donor management	Donations, Communications

Root Level

Core and utility templates.

Template	Description
default.gbai	Starter template
ai-search.gbai	AI-powered document search
announcements.gbai	Company announcements
backup.gbai	Backup automation
broadcast.gbai	Message broadcasting
crawler.gbai	Web crawling
edu.gbai	Education/training
erp.gbai	ERP integration
law.gbai	Legal document processing
llm-server.gbai	LLM server management
llm-tools.gbai	LLM tool definitions
store.gbai	E-commerce
talk-to-data.gbai	Natural language data queries
template.gbai	Template for creating templates
whatsapp.gbai	WhatsApp-specific features

Template Structure

Each .gbai template follows this structure:

template-name.gbai/
├── README.md                 # Template documentation
├── template-name.gbdialog/   # BASIC dialog scripts
│   ├── start.bas            # Entry point
│   └── *.bas                # Additional dialogs
├── template-name.gbot/       # Bot configuration
│   └── config.csv           # Settings
├── template-name.gbkb/       # Knowledge base (optional)
│   └── docs/                # Documents for RAG
├── template-name.gbdrive/    # File storage (optional)
└── template-name.gbui/       # Custom UI (optional)
    └── index.html

Installation

From Console

botserver --install-template crm

From BASIC

INSTALL TEMPLATE "crm"

Manual

Copy the template folder to your bot's packages directory:

cp -r templates/sales/crm.gbai /path/to/your/bot/packages/

Creating Custom Templates

1. Copy template.gbai as a starting point
2. Rename the folder to your-template.gbai
3. Update internal folder names to match
4. Edit config.csv with your bot settings
5. Create dialog scripts in the .gbdialog folder
6. Add documentation in README.md

Template Best Practices

• Use HEAR AS for typed input validation
• Use spaces in keywords (e.g., SET BOT MEMORY, not SET_BOT_MEMORY)
• Log activities for audit trails
• Include error handling
• Document all configuration options
• Provide example conversations

Contributing Templates

1. Create your template following the structure above
2. Test thoroughly with different inputs
3. Document all features and configuration
4. Submit a pull request with:
   • Template files
   • Updated category README
   • Entry in this document

License

All templates are licensed under AGPL-3.0 as part of General Bots.

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Pragmatismo - General Bots Open Source Platform