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How to Create Templates

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Overview: The 4-Tab System

1. Quick Start - Basic info about your template
2. Build - Add and arrange components
3. Logic - Design the conversation flow
4. Settings - Advanced options and export

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Step 1: Quick Start Tab (Set Up Your Template)

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What You’ll Do:

1. Open Rich Message Builder
   • In your ChatCrafterAI dashboard, find the Rich Message Builder
   • Click to open it
   • A new blank template is created automatically
2. Enter Template Name
   • Field: “Template Name”
   • Write something descriptive like “Customer Welcome Agent” or “Product Inquiry Assistant”
   • Keep it under 100 characters
   • This is what you’ll see in your templates list
3. Add a Description
   • Field: “Description (Optional)”
   • Explain what this template does in 1-2 sentences
   • Example: “Greets customers, answers product questions, collects contact info”
   • This helps you remember the purpose later
4. Choose a Domain
   • Field: “Domain”
   • Select what category best fits your agent:
     • General (anything)
     • E-Commerce (online stores)
     • Sales (lead generation)
     • Support (customer help)
     • Fitness (workouts)
     • HR (employee questions)
     • And more…
   • This helps organize your templates
5. Set Difficulty Level
   • Field: “Difficulty”
   • Choose: Beginner, Intermediate, or Advanced
   • This is for your reference when you share templates
6. Estimate Setup Time
   • Field: “Estimated Setup Time”
   • Tell users how long it takes to customize this template
   • Example: “15 minutes” or “45 minutes”

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What You’ll See:

• A form on the left with these fields
• A preview card on the right showing your template’s stats
• Stats like: “2 components, 1 flow rule, Beginner level”

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Step 2: Build Tab (Add Your Components)

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What You’ll Do:

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1. Click “Add Component”

• Button on the left side
• Opens a component picker showing the 8 available components
• Each has an icon and name

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2. Choose a Component

• Buttons for fast answers
• Example: [View Orders] [Track Package] [Return Item]
• Use when: Users need quick navigation

• Multiple cards you can scroll through
• Each card can have image, title, description, button
• Example: Show 3 products in a row
• Use when: Showing multiple options

• Ask for information
• Add any fields: name, email, phone, message, etc.
• Can require fields or make optional
• Example: “Tell us your issue” form
• Use when: Collecting customer data

• Show pricing information
• Include plan name, price, features, button
• Example: Basic $9/mo, Pro$19/mo, Enterprise $99/mo
• Use when: Displaying pricing or plans

• Show team members or contacts
• Each card: photo, name, title, contact info
• Example: Support team directory
• Use when: Introducing team members

• Display address on a map
• Shows office locations
• Example: “Visit us at 123 Main St”
• Use when: Sharing physical locations

• Booking system
• Integrates with Calendly
• Users pick date and time
• Example: “Book a consultation”
• Use when: Scheduling appointments

• Images, videos, documents
• Upload your file
• Example: Tutorial video, product photo
• Use when: Sharing visual content

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3. Configure Each Component

• Component title (appears at top)
• Optional description text
• Example for Quick Replies: Title = “How can we help?” Description = “Select an option below”

• Each component type has unique settings
• Quick Replies: Add button text for each button
• Form Card: Add form fields (name, email, etc.)
• Carousel: Add multiple cards with images and descriptions
• Price Card: Add plan details and prices
• Calendar: Configure Calendly integration
• Media: Upload or link to your file

• Simple show/hide condition
• Example: Show this form “only if user is new” or “always”
• Optional—you can skip this for now

• Arrows next to each component: ↑ ↓
• Move components up or down
• Important: Components show in this order to your customers

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4. See Your Changes in Real-Time

• Right panel shows preview
• See what customers will see
• Updates as you add/edit components
• You can hide preview with Ctrl+/ key

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The Flow:

1. Click "Add Component"
   ↓
2. Pick a component type (Quick Replies, Form, etc.)
   ↓
3. Fill in the configuration (title, buttons, fields, etc.)
   ↓
4. See it in the preview
   ↓
5. Done! Add more components or move to next tab

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Step 3: Logic Tab (Design the Conversation Flow)

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What You’ll Do:

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1. Open the Logic Tab

• Click “Logic” at the top
• You’ll see your components displayed as boxes
• There’s a visual canvas where you connect them

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2. Understand the Flow Concept

• Customer arrives → See Quick Replies
• Customer clicks [View Orders] → Show Order Lookup Form
• Customer fills form → Show order status message
• Customer clicks [Return] → Show return form
• And so on…

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3. Set Up Component Triggers (When things happen)

• Show this component by default (always)
• Show this component when user clicks a button
• Show this component when user fills a form

• Quick Reply at top: “What do you need?” (shown by default)
• If user clicks [View Orders] → Show “Order Lookup Form”
• If user clicks [Return Item] → Show “Return Request Form”

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4. Add Conditional Logic (If/Then)

• “If user is new, show welcome message”
• “If user clicks [Return], show return form”
• “If user doesn’t enter email, show error”

• User Data - Based on who they are
• User Input - Based on what they clicked/typed
• Time-Based - Based on when they visit
• Custom Rules - Complex conditions

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5. Define Actions (What happens next)

• “Send a message”
• “Show the next component”
• “Call an API” (advanced)
• “End the conversation”
• “Collect their data”

User clicks [Book Meeting]
    ↓
Action: Show Calendar Component
    ↓
Customer picks date and time
    ↓
Action: Send "Booking confirmed" message
    ↓
Action: End conversation

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6. Visual Flow Designer

• Components appear as boxes
• Arrows show the flow direction
• See the complete conversation path
• Validate that everything connects properly

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Basic Logic Examples:

START
  ↓
[Quick Replies: "What can we help with?"]
  ├─ Click [Account]    → Show Account Form
  ├─ Click [Billing]    → Show Billing Form
  └─ Click [Other]      → Show General Form
  ↓
[Collect their question]
  ↓
END with "Thanks, we'll respond soon"

START
  ↓
[Show Product Carousel: 5 products]
  ↓
Customer clicks a product
  ↓
[Show Product Details + Price Card]
  ↓
[Quick Reply: "Interested?"]
  ├─ Click [Yes]  → Show Contact Form
  └─ Click [No]   → Back to products
  ↓
[Collect email]
  ↓
END with "We'll follow up soon"

START
  ↓
[Quick Replies: "Book a time"]
  ↓
[Show Calendar: Pick date/time]
  ↓
[Show Confirmation Message]
  ↓
END

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Pro Tips for Logic:

1. Keep it simple - Start with 1-2 branches, not 10
2. Test each path - Make sure every button leads somewhere
3. Provide exit routes - Let customers back out or start over
4. Use helpful messages - “Thanks!”, “Great choice!”, etc.
5. Make it logical - Flow should feel natural

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Step 4: Settings Tab (Configure Advanced Options)

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What You’ll Do:

1. Import/Export
   • Export template as JSON (for backup)
   • Import a previously exported template
   • Share templates with team members
2. Advanced Metadata (Optional)
   • Tags (for organizing)
   • Features list (what this template includes)
   • Use cases (who would use this)
   • Learning objectives
3. Public/Private
   • Private: Only you can see
   • Public: Team members can see and use

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Step 5: Save Your Template

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Final Validation

• ✓ Template has a name
• ✓ Template has at least 1 component
• ✓ Template has a domain selected
• ✓ Components are properly configured
• ✓ Logic flows are valid

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Click Save

1. Bottom of page: “Save Template” button
2. System validates everything
3. Shows any errors in red
4. Fix errors and try again, OR
5. If no errors: Template is saved!

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What Happens After Save

• Template stored in your account
• You can see it in templates list
• You can edit it anytime
• You can reuse it for multiple agents
• You can share it with team members

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Common Flows in Real-World Scenarios

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Scenario 1: Customer Support Agent

[Welcome Message]
  ↓
[Quick Replies: "Choose your issue type"]
  ├─ Orders     → [Order Lookup Form] → [Tracking Info] → End
  ├─ Returns    → [Return Form] → [Return Instructions] → End
  ├─ Tech Help → [Describe Issue Form] → [Troubleshooting] → Escalate
  └─ Other      → [General Inquiry Form] → [Message Sent] → End

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Scenario 2: Sales Lead Form

[Carousel: Showcase 3 products]
  ↓
Customer clicks a product
  ↓
[Show details + price]
  ↓
[Quick Replies: "Want more info?"]
  ├─ Yes → [Contact Form] → [Confirm] → End
  └─ No  → Back to carousel

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Scenario 3: Appointment Booking

[Welcome]
  ↓
[Quick Replies: "Book appointment?"]
  ├─ Yes → [Calendar] → [Confirm] → [Thank You] → End
  └─ No  → [Alternatives] → End

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Quick Reference: Component Limits & Tips

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Next Steps After Creating

1. Test Your Template
   • Use Chatlab to preview
   • Click through all paths
   • Make sure everything works
2. Save & Use
   • Create an agent using this template
   • Deploy to your website/WhatsApp/etc.
   • Watch customers use it
3. Iterate
   • See what customers do
   • Update based on real usage
   • Improve the flow over time