botserver/templates/README.md

General Bots Templates

The General Bots Templates provide ready-to-use business solutions powered by conversational AI. Each template includes pre-configured dialogs, database schemas, scheduled jobs, webhooks, and tools that can be customized for your specific needs.

📁 Template Structure

Each template follows this standard structure:

template-name.gbai/
├── template-name.gbdialog/     # BASIC scripts (.bas files)
│   ├── start.bas               # Initial setup, tools, welcome message
│   ├── tables.bas              # Database schema definitions
│   ├── *-jobs.bas              # Scheduled automation jobs
│   └── *.bas                   # Tool implementations
├── template-name.gbot/         # Bot configuration
│   └── config.csv              # Theme, prompts, settings
├── template-name.gbkb/         # Knowledge base content
├── template-name.gbdrive/      # Document templates, assets
└── template-name.gbdata/       # Initial data files

🏷️ Template Categories

Category	Icon	Description
CRM & Sales	💼	Customer relationships, leads, opportunities, sales pipeline
Operations & ERP	🏭	Inventory, purchasing, supply chain, production
Human Resources	👥	Employees, attendance, leave, recruitment
Finance & Accounting	💰	Invoicing, expenses, budgets, billing
Healthcare & Medical	🏥	Patients, appointments, pharmacy, medical billing
Education & Training	🎓	Students, courses, enrollment, faculty
Real Estate	🏠	Properties, leases, tenants, maintenance
Legal & Compliance	⚖️	Cases, contracts, compliance tracking
Events & Scheduling	📅	Events, room/desk booking, reservations
IT & Support	🖥️	Helpdesk, tickets, assets, bug tracking
Marketing	📢	Campaigns, content, social media, broadcasts
Nonprofit	🤝	Donors, volunteers, memberships, fundraising
AI & Data	🤖	Search, crawling, talk-to-data, LLM tools

---

📋 Available Templates

💼 CRM & Sales

Template	Folder	Description	Key Features
CRM	crm.gbai	Complete CRM system	Lead management, opportunity tracking, case management, quotes, email campaigns
Store	store.gbai	E-commerce checkout	Product catalog, cart, checkout flow

🏭 Operations & ERP

Template	Folder	Description	Key Features
ERP	erp.gbai	Enterprise resource planning	Inventory management, purchasing, warehouse operations

👥 Human Resources

Template	Folder	Description	Key Features
Employees	hr/employees.gbai	Employee management system	Directory, onboarding, org chart, emergency contacts, document tracking

🎓 Education & Training

Template	Folder	Description	Key Features
Education	edu.gbai	Educational enrollment	Student enrollment, course management, data collection

⚖️ Legal & Compliance

Template	Folder	Description	Key Features
Law	law.gbai	Legal case management	Case summaries, document querying, legal research

🖥️ IT & Support

Template	Folder	Description	Key Features
Helpdesk	it/helpdesk.gbai	IT support ticketing	Ticket creation, SLA tracking, escalation, webhooks for integration

📢 Marketing & Communications

Template	Folder	Description	Key Features
Marketing	marketing.gbai	Marketing automation	Social posting, broadcasts, content ideas
Announcements	announcements.gbai	Company communications	News distribution, scheduled summaries
Broadcast	broadcast.gbai	Message broadcasting	Multi-channel broadcasts

🤖 AI & Data

Template	Folder	Description	Key Features
AI Search	ai-search.gbai	Document search & QR	PDF search, QR code scanning, AI summaries
Crawler	crawler.gbai	Website data extraction	Web crawling, knowledge updates
Talk to Data	talk-to-data.gbai	Natural language SQL	Query databases in plain English, charts
LLM Server	llm-server.gbai	LLM as REST API	API generation for LLM access
LLM Tools	llm-tools.gbai	Custom LLM integration	Real-time data access, custom logic
BI	bi.gbai	Business intelligence	Dashboards, analytics

🔧 Utility Templates

Template	Folder	Description	Key Features
Default	default.gbai	Base template	Starting point for custom bots
Office	office.gbai	Office automation	Document processing, API integration, data sync
Reminder	reminder.gbai	Reminder system	Scheduled reminders
Backup	backup.gbai	Data backup	Automated backups
API Client	api-client.gbai	API consumption	External API integration
Public APIs	public-apis.gbai	Public API access	Common public API integrations
WhatsApp	whatsapp.gbai	WhatsApp integration	WhatsApp-specific features

---

🔧 Key Components

start.bas - Template Initialization

Every template should have a start.bas that:

1. Registers Tools - Makes functions available to the AI
2. Sets Up Knowledge Base - Loads relevant KB content
3. Configures Context - Sets the AI personality/role
4. Adds Suggestions - Provides quick-action buttons
5. Displays Welcome - Greets users with capabilities

' Example start.bas structure
ADD TOOL "create-ticket"
ADD TOOL "search-tickets"

USE KB "helpdesk.gbkb"

SET_CONTEXT "helpdesk" AS "You are an IT support assistant..."

CLEAR_SUGGESTIONS
ADD_SUGGESTION "new" AS "Create new ticket"
ADD_SUGGESTION "status" AS "Check ticket status"

BEGIN TALK
    Welcome to IT Helpdesk!
    How can I help you today?
END TALK

BEGIN SYSTEM PROMPT
    You are an IT support assistant...
END SYSTEM PROMPT

tables.bas - Database Schema

Define your data model using the TABLE keyword:

TABLE employees
    id UUID PRIMARY KEY DEFAULT uuid_generate_v4()
    first_name VARCHAR(100) NOT NULL
    last_name VARCHAR(100) NOT NULL
    email VARCHAR(255) UNIQUE NOT NULL
    department_id UUID REFERENCES departments(id)
    hire_date DATE NOT NULL
    is_active BOOLEAN DEFAULT TRUE
    created_at TIMESTAMP DEFAULT NOW()
END TABLE

*-jobs.bas - Scheduled Automation

Set up recurring tasks with SET SCHEDULE:

PARAM job_name AS STRING

IF job_name = "daily_report" THEN
    ' Generate and send daily report
    ...
END IF

IF job_name = "setup_schedules" THEN
    SET SCHEDULE "0 8 * * *" "jobs.bas" "daily_report"
    SET SCHEDULE "0 18 * * *" "jobs.bas" "end_of_day"
    TALK "Schedules configured"
END IF

Webhook Scripts

Expose scripts as HTTP endpoints:

WEBHOOK "ticket-webhook"

PARAM action AS STRING
PARAM ticket_number AS STRING
...

' Validate API key
api_key = GET "webhook.headers.X-API-Key"
IF api_key != expected_key THEN
    RETURN #{ status: 401, error: "Unauthorized" }
END IF

' Process webhook
IF action = "create" THEN
    ...
END IF

Tool Scripts

Functions that AI can call (registered with ADD TOOL):

PARAM name AS STRING LIKE "John" DESCRIPTION "Employee name"
PARAM email AS STRING LIKE "john@co.com" DESCRIPTION "Email address"

DESCRIPTION "Creates a new employee record in the system"

' Implementation
employee = CREATE OBJECT
SET employee.name = name
SET employee.email = email
...
SAVE "employees", employee.id, employee

RETURN #{ success: true, employee_id: employee.id }

---

🚀 Getting Started

1. Choose a Template

Browse the categories above and select a template that matches your use case.

2. Copy to Your Bot

cp -r templates/hr/employees.gbai your-bot.gbai

3. Customize

• Edit config.csv for branding (colors, logo, title)
• Modify tables.bas for your data model
• Update tools in .gbdialog/ for your workflow
• Add content to .gbkb/ for AI knowledge

4. Initialize

Run the template's setup job to configure schedules:

' In conversation or via API
RUN "jobs.bas" WITH job_name = "setup_schedules"

---

📖 Available Keywords

Templates use these BASIC keywords:

Data Operations

• SAVE, INSERT, UPDATE, DELETE, MERGE
• FIND, FILTER, MAP, JOIN, GROUP_BY
• IMPORT, EXPORT (CSV, JSON, Excel)
• FILL (template filling)

Communication

• TALK, HEAR - Conversation
• SEND MAIL - Email
• SEND_SMS - Text messages
• BROADCAST - Multi-recipient

Scheduling & Tasks

• SET SCHEDULE - Cron jobs
• CREATE_TASK - Task management
• BOOK - Calendar booking

AI & LLM

• LLM - Call language model
• CALCULATE - LLM-based calculations
• VALIDATE - LLM-based validation
• TRANSLATE - Translation
• SUMMARIZE - Text summarization
• EXTRACT_DATA - Data extraction

Files & Documents

• READ, WRITE, COPY, MOVE
• GENERATE_PDF, MERGE_PDF
• COMPRESS, EXTRACT
• UPLOAD, DOWNLOAD

Integrations

• POST, PUT, PATCH, DELETE - HTTP
• GRAPHQL, SOAP - API protocols
• WEBHOOK - Expose endpoints
• QR_CODE - Generate QR codes

Multimedia

• IMAGE, VIDEO, AUDIO - Generation
• SEE - Vision/captioning

---

📊 Template Feature Matrix

Template	Tools	Schedules	Webhooks	KB	Drive
CRM	✅	✅	✅	⬜	⬜
ERP	✅	✅	⬜	⬜	⬜
Employees	✅	✅	⬜	⬜	✅
Helpdesk	✅	✅	✅	✅	✅
Education	✅	⬜	⬜	⬜	⬜
AI Search	✅	⬜	⬜	✅	✅
Announcements	✅	✅	⬜	✅	⬜
Marketing	✅	⬜	⬜	⬜	⬜

---

🔗 Resources

• Full Documentation
• BASIC Language Reference
• API Reference

---

📝 Creating Custom Templates

1. Start from default.gbai or copy an existing template
2. Define your data model in tables.bas
3. Create tools for your business logic
4. Set up scheduled jobs for automation
5. Add webhooks for external integrations
6. Configure start.bas for initialization
7. Add knowledge base content for AI context

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General Bots Templates - Conversational AI for Business