Templates and Responses

Create and manage response templates to ensure consistent and professional communication

Overview

Templates help standardize your bot's responses while maintaining flexibility through variables and conditions.

Response Types

Different message formats

Variables

Dynamic content insertion

Conditions

Context-based responses

Template Types

Basic Templates

  • Text Responses: Simple text messages
  • Quick Replies: Predefined response options
  • Media Messages: Images, videos, documents

Advanced Templates

  • Interactive Cards: Rich media with buttons
  • Carousels: Scrollable content cards
  • Dynamic Forms: Input collection templates

Variables and Personalization

System Variables

  • {{user_name}} - Customer name
  • {{date}} - Current date
  • {{time}} - Current time
  • {{company}} - Company name
  • {{agent}} - Bot name

Custom Variables

  • User preferences
  • Transaction details
  • Account information
  • Custom fields
  • Session data

Conditional Logic

Conditions

  • Time-based: Different responses by time of day
  • User-based: Responses based on user data
  • Context-based: Responses based on conversation

Examples

if (time > "17:00") {
  response = "Good evening"
} else {
  response = "Good day"
}
if (user.type == "premium") {
  show_premium_options()
}

Best Practices

Do's

  • Keep responses concise
  • Use consistent tone
  • Test with different scenarios
  • Include fallback options

Don'ts

  • Overuse variables
  • Create complex conditions
  • Forget error handling
  • Ignore channel limitations

Testing Templates

Before deploying templates:

  1. 1
    Test with different variable values
  2. 2
    Verify conditional logic paths
  3. 3
    Check formatting across channels
  4. 4
    Validate error handling
  5. 5
    Review with team members