How to Create a Bot Using Templates


ProProfs Chat has prebuilt templates for different quick response actions via a bot useful for industry verticals. They are fully customizable. You can pick any of them and modify their flow according to your business requirements.


Here's what a prebuilt lead generation bot will look like:


Lead Generation Bot Template Preview


Benefits of creating a bot using a template:

  • Automate Lead Generation: The templates can help automate your lead generation process by engaging with website visitors in real time.
  • Customization: You can customize the templates based on your unique needs, which speeds up bot development.
  • High-Quality Leads: Enable bots to ask multiple-choice or open-response questions and generate high-quality leads.


To create a bot using a template:


1. Go to Bots in the top navigation menu in your ProProfs Chat account.


Navigate to Bots in the top menu


2. Hover your mouse over the Create New Bot button and select Create Using Templates from the menu.


Select the template option


3. Check out the featured ready-to-use chatbot templates on the templates page. You can also find templates for specific verticals, such as Customer Support, Sales, and Marketing. 


Preview a template to get an overview of its conversation flow. Click Use This Template to edit.


Select a template to modify


The Bot Builder interface will open with the complete structure of the conversation regarding the particular template. You can pick any interaction panel to modify, replace, or remove as per your requirements.


Bot Builder interface


4. To modify or delete an interaction panel, click the three vertical dots or the kebab menu icon and select the appropriate action item.


Select the action item


  • When you click Edit:


Edit an interaction panel


  • When you click Delete:


Delete an interaction panel


  • When you click Set Menu:


Menu Interaction


Once your bot is ready, you can enable it on your web pages. 


And that's it! If you encounter any issues or have any questions, don't hesitate to reach out to our support team. 



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