Introduction

In this detailed guide, we explore the process of creating, managing, and customizing your own template store within a platform designed for partners and users to develop and share chatbot templates.

Whether you're a developer, a business owner, or a partner looking to establish a personalized ecosystem, this walkthrough provides step-by-step instructions to help you leverage the platform's features effectively.

From activating templates to building and publishing your own, you'll learn how to optimize your template store for maximum flexibility and control.

Step-by-Step Breakdown of Setting Up Your Template Store

1. Accessing the Template Settings

• Navigate to Web Label Settings:
  As a partner, begin by logging into your platform and heading to the Web Label Settings section.

• Locate the Template Tab:
  Within settings, find the Template tab, which is crucial for managing your templates.

• Understanding Default Behavior:
  If no template is activated, the store defaults to the Chat Official Template Store. To customize, activate your preferred templates.

2. Activating and Managing Templates

• Selecting Templates:
  The platform offers a Template Store with a variety of available templates. You can select multiple templates to activate.

• Activation Process:

  • Choose desired templates (e.g., Template A, Template B).

  • Only activated templates will appear under your custom domain.

• Custom Domain Display:

  • Your custom domain will only show active templates.

  • Inactive templates remain hidden from your storefront.

3. Workspace and Template Visibility

• Workspace Context:
  Templates are linked to specific workspaces.

  • Published templates within a workspace are only visible on your custom domain and the platform's store.

• Client Contributions:

  • Clients can publish templates within their workspace.

  • These templates remain exclusive to your store unless explicitly shared or published elsewhere.

• Template Publishing Control:

  • Templates published by clients are not automatically shared with other partners or platforms.

  • This setup allows you to build a proprietary ecosystem of templates.

4. Building Your Own Templates

• Starting Point:

  • Access My Content section to begin creating templates.

• Types of Templates:

  • Board Templates: Cover the entire workspace or board.

  • Subfloor Templates: Focus on specific flows or segments.

• Creating a Subfloor Template:

  • Select a folder containing specific flows.

  • Choose relevant flows, keywords, triggers, widgets, and menus.

• Including Elements:

  • Flows: Define conversation paths.

  • Keywords & Triggers: Automate responses based on user input.

  • Widgets: Install interactive elements on websites.

  • Menus: Navigation options for users.

5. Configuring Template Details

• Summary Overview:

  • After selection, review the number of flows, menus, keywords, steps, triggers, and widgets included.

• Template Fields:

  • If your template requires dynamic fields, set them up here for user customization during installation.

• Setup Process:

  • Click Next to proceed.

  • Add template name, version, and cover image for branding.

6. Permission and Access Controls

• Permission Settings:

  • Install Permissions: Decide if others can install your template.

  • Publishing Rights: Control whether users can publish the template as a new version or keep it private.

  • Edit Permissions: Allow or restrict users from editing the template post-installation.

• Visibility Controls:

  • Decide if users can view the template structure or only access the final output.

7. Generating and Sharing Template Links

• Template Link:

  • Once created, a shareable link (e.g., ZCC link) is generated.

  • This link allows users to install the template directly.

• Expiration & Updates:

  • Links can be set to expire after a certain period.

  • You can update flows and content at any time, and users can upgrade their installed templates.

8. Finalizing and Publishing Your Template

• Adding Descriptions & Guidelines:

  • Provide overview, usage instructions, and guidelines to help users understand the template's purpose.

• Visual Content:

  • Upload images, demo videos, and screenshots to showcase the template's functionality.

• Categorization & Tagging:

  • Assign categories and tags for easier discovery.

• Demo URL & Videos:

  • Include links to demo versions and tutorial videos to enhance user engagement.

• Submission & Publishing:

  • After completing all fields, click Save and then Submit for publishing.

  • Once approved, the template becomes publicly available on your custom domain and the platform's store.

Summary

Creating your own template store empowers you to customize, control, and expand your chatbot ecosystem.

By activating templates, building new ones, and managing permissions, you can tailor the experience for your clients and users, ensuring a seamless and branded interaction.

Remember, the platform offers flexibility to update templates, control access, and showcase your unique solutions. With these tools, you can establish a robust template system that enhances your offerings and fosters innovation.