Free
UChat Official
Introduction
In the evolving landscape of chatbot development, creating reusable templates streamlines deployment and enhances consistency.
This guide walks you through the process of designing, customizing, and sharing chatbot templates effectively, ensuring you maximize their potential for various applications.
Overview of Template Creation
When initiating a new template, you start by selecting the source chatbot. You have two primary options:
Bot Template: Copies the entire chatbot, suitable for full replication across platforms.
Subflow Template: Focuses on specific flows within a chatbot, ideal for modular reuse.
Next Steps
After choosing the template type, you'll see a content overview displaying:
Component | Details |
|---|---|
Steps | Number of steps included |
Custom User Fields | User-specific data points |
Tags | Categorization labels |
Subflows | Selected flow segments |
You can review and adjust these elements before proceeding.
Customizing and Naming Your Template
In the subsequent screen, you can:
Name your template
Add a description
Assign a version number
Upload a cover image
These details help identify and manage your templates efficiently.
Setting Permissions and Visibility
You have three key options to control how your template is used:
Option | Description |
|---|---|
Publishable | Allows clients to recreate the template from your flows when installed on their platform. |
Editable | Permits modification of the template content; disable if you want to prevent changes. |
Viewing | Grants view-only access to see the flow design without editing rights. |
Adjust these settings based on your sharing needs.
Finalizing and Sharing the Template
Once configured, click Create Soft Flow Template. A confirmation indicates success, and you can:
Copy and share a permanent link to the template
Access the template overview for further customization
Template Overview Features include:
Adding additional info like guidelines and images
Selecting the type of link:
Link Type | Description |
|---|---|
Public Link | Listed in the template store for broad access |
Shared Link | Permanent link for specific users or teams |
One-Time Link | Becomes private after first use, ideal for limited sharing |
Private | Restricted to your workspace only |
After setting the link type, click Save to apply changes. All updates are saved in real-time, ensuring your template remains current.
Summary
Creating chatbot templates involves selecting the source, customizing content, setting permissions, and sharing via various link types. This process enhances efficiency, promotes consistency, and facilitates collaboration across teams and clients.
By managing access rights—such as editable, view-only, or recreatable—you control how templates are used and modified.
The platform's flexibility allows for detailed customization, from adding images and guidelines to choosing the appropriate sharing method, whether public or private. Once finalized, templates can be easily distributed, ensuring rapid deployment and uniformity across multiple chatbot implementations.