Rodrigo Rodriguez (Pragmatismo)
fd764709fc
- Add template-samples.md with ready-to-use bot examples and sample conversations for CRM, FAQ, calendar, HR, sales, IT helpdesk, compliance, broadcast, and analytics templates - Add compliance-api.md with full REST API reference for data subject requests, consent management, scanning
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16 KiB
Template Samples & Conversations
Ready-to-use bots for common business needs
See real conversations and learn how each template works
How to Use Templates
- Go to Sources app
- Click + New Bot
- Select From Template
- Choose the template you want
- 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
📦 Status: Shipped
📅 Shipped: May 14, 2025
🚚 Carrier: FedEx
📍 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.
📋 Return Policy:
• Returns accepted within 30 days
• Item must be unused
• Original packaging required
Would you like me to create a return request?
User: Yes
Bot: ✅ 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**
• Full refund within 30 days of purchase
• Items must be unused and in original packaging
• Refunds processed to original payment method
• Processing time: 5-7 business days
For items over 30 days old, store credit is available.
📄 Source: Company Policies Handbook, Page 12
User: How do I contact support?
Bot: You can reach our support team through:
📧 Email: support@company.com
📞 Phone: 1-800-555-0123 (Mon-Fri, 9am-5pm)
💬 Chat: You're using it right now!
Average response time:
• Chat: Immediate
• Email: Within 24 hours
• Phone: Under 5 minutes wait
📄 Source: Contact Information Page
User: Do you ship internationally?
Bot: Yes! We ship to over 50 countries.
**International Shipping:**
• Standard: 10-15 business days ($15)
• 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.
📄 Source: Shipping FAQ Document
Setup Tips
- Upload your FAQ documents to the knowledge base
- Include policy documents, product guides, help articles
- 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. 📋 Consultation (30 min)
2. 🔧 Service Visit (1 hour)
3. 📞 Phone Call (15 min)
User: Consultation
Bot: Great! A 30-minute consultation.
Here are available times this week:
📅 Tuesday, May 20
• 10:00 AM
• 2:00 PM
• 4:00 PM
📅 Wednesday, May 21
• 9:00 AM
• 11:00 AM
• 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: ✅ Appointment Confirmed!
📋 Consultation
👤 John Smith
📅 Tuesday, May 20, 2025
🕐 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.
📊 Your Time Off Balance:
Vacation Days
├── Available: 12 days
├── Used: 3 days
└── Pending: 0 days
Sick Days
├── 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.
📅 Requesting: Friday, May 23, 2025
📋 Type: Vacation (1 day)
Reason for time off? (optional)
User: Personal appointment
Bot: ✅ Time Off Request Submitted!
📋 Request #PTO-2025-0142
📅 Date: May 23, 2025 (1 day)
📝 Reason: Personal appointment
👤 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: 📅 Company Holidays 2025:
✓ New Year's Day - Jan 1 (past)
✓ Memorial Day - May 26
✓ Independence Day - July 4
✓ Labor Day - Sep 1
✓ Thanksgiving - Nov 27-28
✓ 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. 📈 Growing leads
2. ⏱️ Saving time on manual tasks
3. 📊 Better reporting
4. 🔗 Integrating tools
5. Other
User: Saving time
Bot: That's exactly what we help with!
✅ I've saved your information:
👤 Maria Garcia
🏢 Acme Corp (Marketing Director)
📧 maria@acmecorp.com
🎯 Interest: Time savings
Would you like to:
1. 📅 Schedule a demo (15 min)
2. 📄 Get a product overview PDF
3. 💬 Ask questions now
User: Schedule a demo
Bot: I can schedule you with our team!
Available demo times:
📅 Tomorrow (May 16)
• 10:00 AM
• 3:00 PM
📅 Monday (May 19)
• 11:00 AM
• 2:00 PM
Which works for you?
User: Tomorrow at 3pm
Bot: ✅ Demo Scheduled!
📅 Friday, May 16 at 3:00 PM
👤 With: Alex from our Sales team
📧 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. 🔐 Password incorrect
2. 📧 Can't connect to server
3. 🔄 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: ✅ Verified!
I've sent a password reset link to your backup
email (j***@gmail.com).
📧 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! 🎉
Quick security tips:
• Use a strong, unique password
• Enable two-factor authentication
• Never share your password
Anything else I can help with?
User: No that's all
Bot: ✅ 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: ✅ Identity verified!
What would you like to do?
1. 📥 Get a copy of my data
2. ✏️ Correct my information
3. 🗑️ Delete my data
4. ❓ Ask about data usage
User: Get a copy of my data
Bot: ✅ Data Access Request Submitted
📋 Request #DSR-2025-0142
📧 john.doe@email.com
📅 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:
• Profile information
• Communication history
• Preferences and settings
• 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. 👥 All employees
2. 🏢 Specific department
3. 📍 Specific location
4. 📋 Custom list
Admin: All employees
Bot: How should I send it?
☑️ Email
☑️ Chat notification
☐ SMS
(Select all that apply)
Admin: Email and chat
Bot: 📢 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: ✅ Announcement Sent!
📧 247 emails delivered
💬 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: 📊 Sales Summary - April 2025
Total Sales: 1,247
Revenue: $156,340
Average Order: $125.35
Compared to March:
• Sales: ▲ 12% (+134)
• Revenue: ▲ 8% (+$11,520)
User: Which product sold the most?
Bot: 🏆 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: 🗺️ Sales by Region - April 2025
North America ████████████░░ $68,500 (44%)
Europe ███████░░░░░░░ $42,300 (27%)
Asia Pacific █████░░░░░░░░░ $31,200 (20%)
Latin America ██░░░░░░░░░░░░ $14,340 (9%)
Fastest growing: Asia Pacific (▲ 23%)
User: Who are our top customers?
Bot: 👥 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:
- Start with the closest template - Modify it
- Use the Default template - Build from scratch
- Combine templates - Use features from multiple templates
- Ask for help - Our community can guide you
See Also
- Templates Reference - Full template list
- How To: Create Your First Bot
- Sources App - Managing templates
- Write Your First Dialog