Rodrigo Rodriguez (Pragmatismo)
48c1ae0b51
- Add startup wizard module for first-run configuration - Add white-label branding system with .product file support - Add bot manager for lifecycle, MinIO buckets, and templates - Add version tracking registry for component updates - Create comparison doc: BASIC vs n8n/Zapier/Make/Copilot - Add WhatsApp-style sample dialogs to template documentation - Add data traceability SVG diagram ```
178 lines
No EOL
5.1 KiB
Markdown
178 lines
No EOL
5.1 KiB
Markdown
# General Bots Templates
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Pre-built bot packages for common business use cases. Templates are organized by category for easy discovery.
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## Categories
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### `/compliance`
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Privacy and regulatory compliance templates.
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| Template | Description | Regulations |
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|----------|-------------|-------------|
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| `privacy.gbai` | Data subject rights portal | LGPD, GDPR, CCPA |
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| `hipaa-medical.gbai` | Healthcare privacy management | HIPAA, HITECH |
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### `/sales`
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Customer relationship and marketing templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `crm.gbai` | Full CRM system | Leads, Contacts, Accounts, Opportunities, Activities |
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| `marketing.gbai` | Marketing automation | Campaigns, Lead capture, Email sequences |
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### `/productivity`
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Office and personal productivity templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `office.gbai` | Office automation | Document management, Scheduling |
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| `reminder.gbai` | Reminder and notification system | Scheduled alerts, Follow-ups |
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### `/platform`
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Platform administration and analytics templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `analytics.gbai` | Platform analytics bot | Metrics, Reports, AI insights |
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### `/integration`
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External API and service integrations.
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| Template | Description | APIs |
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|----------|-------------|------|
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| `api-client.gbai` | REST API client examples | Various |
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| `public-apis.gbai` | Public API integrations | Weather, News, etc. |
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### `/hr`
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Human resources templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `employee-mgmt.gbai` | Employee management | Directory, Onboarding |
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### `/it`
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IT service management templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `helpdesk.gbai` | IT helpdesk ticketing | Tickets, Knowledge base |
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### `/healthcare`
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Healthcare-specific templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `patient-comm.gbai` | Patient communication | Appointments, Reminders |
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### `/finance`
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Financial services templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `bank.gbai` | Banking services | Account management |
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| `finance.gbai` | Financial operations | Invoicing, Payments |
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### `/nonprofit`
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Nonprofit organization templates.
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| Template | Description | Features |
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|----------|-------------|----------|
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| `donor-mgmt.gbai` | Donor management | Donations, Communications |
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### Root Level
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Core and utility templates.
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| Template | Description |
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|----------|-------------|
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| `default.gbai` | Starter template |
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| `ai-search.gbai` | AI-powered document search |
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| `announcements.gbai` | Company announcements |
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| `backup.gbai` | Backup automation |
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| `broadcast.gbai` | Message broadcasting |
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| `crawler.gbai` | Web crawling |
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| `edu.gbai` | Education/training |
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| `erp.gbai` | ERP integration |
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| `law.gbai` | Legal document processing |
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| `llm-server.gbai` | LLM server management |
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| `llm-tools.gbai` | LLM tool definitions |
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| `store.gbai` | E-commerce |
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| `talk-to-data.gbai` | Natural language data queries |
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| `template.gbai` | Template for creating templates |
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| `whatsapp.gbai` | WhatsApp-specific features |
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## Template Structure
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Each `.gbai` template follows this structure:
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```
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template-name.gbai/
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├── README.md # Template documentation
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├── template-name.gbdialog/ # BASIC dialog scripts
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│ ├── start.bas # Entry point
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│ └── *.bas # Additional dialogs
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├── template-name.gbot/ # Bot configuration
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│ └── config.csv # Settings
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├── template-name.gbkb/ # Knowledge base (optional)
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│ └── docs/ # Documents for RAG
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├── template-name.gbdrive/ # File storage (optional)
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└── template-name.gbui/ # Custom UI (optional)
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└── index.html
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```
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## Installation
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### From Console
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```bash
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botserver --install-template crm
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```
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### From BASIC
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```basic
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INSTALL TEMPLATE "crm"
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```
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### Manual
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Copy the template folder to your bot's packages directory:
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```bash
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cp -r templates/sales/crm.gbai /path/to/your/bot/packages/
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```
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## Creating Custom Templates
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1. Copy `template.gbai` as a starting point
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2. Rename the folder to `your-template.gbai`
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3. Update internal folder names to match
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4. Edit `config.csv` with your bot settings
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5. Create dialog scripts in the `.gbdialog` folder
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6. Add documentation in `README.md`
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### Template Best Practices
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- Use `HEAR AS` for typed input validation
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- Use spaces in keywords (e.g., `SET BOT MEMORY`, not `SET_BOT_MEMORY`)
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- Log activities for audit trails
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- Include error handling
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- Document all configuration options
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- Provide example conversations
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## Contributing Templates
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1. Create your template following the structure above
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2. Test thoroughly with different inputs
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3. Document all features and configuration
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4. Submit a pull request with:
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- Template files
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- Updated category README
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- Entry in this document
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## License
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All templates are licensed under AGPL-3.0 as part of General Bots.
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---
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**Pragmatismo** - General Bots Open Source Platform |