Managing Templates

This topic explains how you can save your complex interactions flow in a template and use that template for different Bots. The topic also explains how to delete unwanted templates.

This section contains the following topics:

• Saving interactions flow as a template
• Applying a template to a Bot
• Deleting a template

Saving interactions flow as a template

1. Navigate to the Bots page.
2. In the Bots design section, click the plus icon to add an interaction.
   
   
   
3. Add multiple interactions and connect these interactions according to the requirement.
   For more information, see Adding Interactions.
4. Click the Templates button.
   
   
   The Templates dialog box appears.
   
   
   
5. Click the Create New button.
   The Save Template dialog box appears.
   
   
   
6. In the Template Name field, enter the name of the template.
7. In the Description field, enter the description of the template. 
8. Click the Save button.
   The template is added to the templates list.

Applying a template to a Bot

1. Navigate to the Bots page.
2. In the Bots list, select the Bot to which you want to apply the template.
3. Click the Templates button.
   
   
   The Templates dialog box appears.
   
   
   
4. Click the template that you want to apply to the Bot.
   The template is selected.
5. Click the Apply Template button.
   The interactions flow changes according to the selected template.

Deleting a template

It is possible that a specific template is no more required. The Template dialog box provides an option to delete an unwanted template.

Note: You can delete only your own templates and not the default templates that nativeMsg application provides.

1. Navigate to the Bots page.
2. On the Bots page, click the Templates button.
   
   
   
   The Template dialog box appears.
   
   
   
3. Click the bin icon for the template that you want to delete.
4. In the confirmation dialog box, click Yes.
   
   
   The selected template is removed from the list.