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Overview of Templates

Templates allow you to package all chatbot resources (including message Flows, Triggers, AI Agents, Products, Custom Fields, and Settings) into a single shareable link. This feature enables you to duplicate, distribute, and install complete chatbot solutions with one click. Key benefits of Templates:
  • Instant Duplication: Easily deploy identical chatbot architectures across multiple accounts, business branches, or client workspaces without manual re-creation.
  • Built for Agencies & Creators: Package industry-specific chatbot workflows to deliver or monetize turnkey solutions for clients.
  • Resource Organization: Automatically nest installed assets into dedicated folders on recipient workspaces to prevent conflicts with existing flows.
  • Smart Update Mechanisms: Notify recipients or automatically synchronize updated flows and assets when authors republish templates.

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Accessing the Templates Tool

To open the Templates management dashboard, navigate to Tools from the left sidebar and click on the Templates card.
Tools Templates Navigation

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Templates Management Dashboard

The main Templates interface displays all created templates along with real-time operational statistics:
Templates Management Dashboard

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Dashboard Columns

  • Name: The title of the template.
  • Share: Sharing link status (displays the Shared badge when public sharing is enabled).
  • Installs: Total count of workspaces that have installed this template.
  • Template contents: Total number of packaged assets included in the template.
  • Created At: Timestamp when the template was created.

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Key Actions

  • + Create Button: Starts the step-by-step creation workflow for a new template.
  • Installs Button: Switches to the installations tracker and auto-update management view.
  • Row Options Menu (...):
    • Edit: Reopen the configuration form to modify details or adjust included assets.
    • Share: Open the sharing modal to manage and copy the public template URL.
    • Delete: Permanently delete the template.

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Creating a New Template

To bundle your chatbot configuration into a shareable template, complete the 3 configuration steps:
1

Configure General Information (Details)

Click + Create in the Templates dashboard and fill in the introduction fields:
  • Name: The template title (required).
  • Description (optional): A summary describing the features, value, and target use cases.
  • Cover image: Upload a thumbnail banner from your computer or select an existing asset from the Media Library.
  • Publisher name (optional): The author or organization name (for example: BotX, ChatbotX).
  • YouTube video ID (optional): Enter the 11-character video ID from a YouTube walkthrough (for example: b1NUIA-flzw).
  • Test link (optional): A direct link to a live preview chatbot (such as a Messenger link https://m.me/...).
Template Details Configuration
2

Select Packaged Assets (Template contents)

Under the Template contents section, select the system resources you want to bundle into the template. The system supports 14 asset categories:
Template Contents Categories List
  • Flows: Message scripts. You can choose Select all or handpick specific Flows.
  • Tags: Contact categorization tags.
  • Custom fields: Custom user attributes.
  • Products & Product categories: Ecommerce items and store categories.
  • AI functions & AI agents: Configured AI personas and connected tools.
  • Calendars: Booking and appointment schedules.
  • Webchats: Webchat widget customizations.
  • Keywords: Keyword triggers.
  • Entry point links: Reflink entry points.
  • Triggers: Automation event listeners.
  • Facebook comment automations: Facebook auto-reply rules.
  • Settings: General system configurations.
Template Contents Flows Selection
3

Configure Permissions and Install Behavior

Set access rights and behavioral defaults for workspaces that install this template:
Template Permissions Install Behavior
  • Default permissions:
    • Allow editing after install: Permits recipients to edit and customize installed resources.
    • Allow deleting after install: Permits recipients to delete installed assets when no longer needed.
  • Install behavior:
    • Install into a dedicated folder: Nests every installed asset under one new folder named after this template, keeping existing workspace flows clean.
    • Flag installs for updates by default: Automatically notifies recipients when you publish updates or improvements to this template.
Once configured, click the blue Create button to publish your template.
Once created, generate a public sharing link to distribute your template:
  1. In the Templates table, click the three dots ... on the target template row > select Share.
  2. Toggle on Enable share link.
  3. Click the copy icon next to Share link to copy the URL formatted as https://app.chatbotx.io/t/....
Template Share Link Modal

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Installing a Shared Template (Recipient Guide)

When recipients open a template link in their browser:
  1. Template Landing Page: They can watch the YouTube video, read the overview, and click Preview to inspect the flow diagram.
  2. Installation Options: Clicking Install presents 2 choices:
    • Install into an Existing Bot: Select an active workspace / bot from their account to import the packaged resources.
    • Create a New Chatbot: Select a channel platform (Messenger, Instagram, WhatsApp, TikTok, Telegram, Webchat…) to create a fresh bot with the template pre-installed.

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Tracking & Managing Installations (Installs)

The Installs dashboard provides comprehensive tracking for both template users and authors:
Templates Installs Management Dashboard

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1. For Template Users (Installation Status & Auto-Update)

When you install a template into your workspace, the Tools > Templates > Installs table displays:
  • Name: The title of the installed template.
  • Status: Installation health (Completed, Installing, or Failed).
  • Resources: Count of successfully imported assets.
  • Warnings: Asset conflict or duplicate warnings (if any).
  • Created At / Completed at: Start and completion timestamps of the installation process.
  • Auto-update Switch: Enable or disable automatic asset synchronization when the original author republishes updates.

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2. For Template Authors (Workspace Overview & Remote Uninstall)

As a template author, the Installs menu allows you to:
  • View a detailed list of all client or student workspaces that have installed your template.
  • Monitor real-time installation metrics.
  • Remote Uninstall: Click Uninstall next to a specific workspace to remotely revoke and remove the template assets (ideal when a subscription or service agreement ends).
When you republish a Template with updated flows or new features, all workspaces with Auto-update enabled will automatically receive the newest version without needing to reinstall manually.