# Template Samples & Conversations

> **Ready-to-use bots for common business needs**
>
> *See real conversations and learn how each template works*

---

## How to Use Templates

1. Go to **Sources** app
2. Click **+ New Bot**
3. Select **From Template**
4. Choose the template you want
5. Click **Create**

Your bot is ready to use immediately!

---

## Customer Support (CRM Template)

**Best for:** Handling customer inquiries, tracking issues, managing contacts

### Sample Conversation

```
User: I need help with my order

Bot:  I'd be happy to help with your order! 
      What's your order number?

User: ORD-12345

Bot:  Found it! Order #ORD-12345
      
      📦 Status: Shipped
      📅 Shipped: May 14, 2025
      🚚 Carrier: FedEx
      📍 Tracking: 7891234567890
      
      Expected delivery: May 17, 2025
      
      Is there something specific about this order?

User: I want to return it

Bot:  I can help you start a return for Order #ORD-12345.
      
      📋 Return Policy:
      • Returns accepted within 30 days
      • Item must be unused
      • Original packaging required
      
      Would you like me to create a return request?

User: Yes

Bot:  ✅ Return Request Created!
      
      Return #: RET-5678
      
      Next steps:
      1. Print the return label (sent to your email)
      2. Pack the item securely
      3. Drop off at any FedEx location
      
      Refund will process within 5-7 business days 
      after we receive the item.
      
      Anything else I can help with?
```

### What It Can Do

- Look up orders by number or customer email
- Check shipping status
- Create return requests
- Log customer interactions
- Track support tickets

---

## FAQ Bot (AI Search Template)

**Best for:** Answering common questions from your documents

### Sample Conversation

```
User: What's your refund policy?

Bot:  Based on our policies:
      
      **Refund Policy**
      
      • Full refund within 30 days of purchase
      • Items must be unused and in original packaging
      • Refunds processed to original payment method
      • Processing time: 5-7 business days
      
      For items over 30 days old, store credit is available.
      
      📄 Source: Company Policies Handbook, Page 12

User: How do I contact support?

Bot:  You can reach our support team through:
      
      📧 Email: support@company.com
      📞 Phone: 1-800-555-0123 (Mon-Fri, 9am-5pm)
      💬 Chat: You're using it right now!
      
      Average response time:
      • Chat: Immediate
      • Email: Within 24 hours
      • Phone: Under 5 minutes wait
      
      📄 Source: Contact Information Page

User: Do you ship internationally?

Bot:  Yes! We ship to over 50 countries.
      
      **International Shipping:**
      • Standard: 10-15 business days ($15)
      • Express: 5-7 business days ($35)
      
      **Note:** Import duties and taxes may apply 
      depending on your country.
      
      Countries we ship to include: Canada, UK, 
      Australia, Germany, France, Japan, and more.
      
      📄 Source: Shipping FAQ Document
```

### Setup Tips

1. Upload your FAQ documents to the knowledge base
2. Include policy documents, product guides, help articles
3. The bot automatically learns from your files

---

## Appointment Booking (Calendar Template)

**Best for:** Scheduling meetings, consultations, appointments

### Sample Conversation

```
User: I want to book an appointment

Bot:  I'll help you schedule an appointment!
      
      What type of appointment do you need?
      
      1. 📋 Consultation (30 min)
      2. 🔧 Service Visit (1 hour)
      3. 📞 Phone Call (15 min)

User: Consultation

Bot:  Great! A 30-minute consultation.
      
      Here are available times this week:
      
      📅 Tuesday, May 20
         • 10:00 AM
         • 2:00 PM
         • 4:00 PM
      
      📅 Wednesday, May 21
         • 9:00 AM
         • 11:00 AM
         • 3:00 PM
      
      Which works best for you?

User: Tuesday at 2pm

Bot:  Perfect! Let me confirm your details.
      
      What's your name?

User: John Smith

Bot:  And your email address?

User: john@email.com

Bot:  ✅ Appointment Confirmed!
      
      📋 Consultation
      👤 John Smith
      📅 Tuesday, May 20, 2025
      🕐 2:00 PM (30 minutes)
      
      A confirmation email has been sent to 
      john@email.com with calendar invite.
      
      Need to reschedule? Just ask!
```

### What It Can Do

- Show available time slots
- Book appointments
- Send confirmation emails
- Send reminders before appointments
- Allow rescheduling and cancellation

---

## HR Assistant (Employee Template)

**Best for:** Employee self-service, HR questions, leave requests

### Sample Conversation

```
User: How many vacation days do I have?

Bot:  Let me check your balance, John.
      
      📊 Your Time Off Balance:
      
      Vacation Days
      ├── Available: 12 days
      ├── Used: 3 days
      └── Pending: 0 days
      
      Sick Days
      ├── Available: 8 days
      └── Used: 2 days
      
      Your vacation resets on January 1, 2026.
      
      Would you like to request time off?

User: Yes, I need next Friday off

Bot:  I'll create a time off request for you.
      
      📅 Requesting: Friday, May 23, 2025
      📋 Type: Vacation (1 day)
      
      Reason for time off? (optional)

User: Personal appointment

Bot:  ✅ Time Off Request Submitted!
      
      📋 Request #PTO-2025-0142
      📅 Date: May 23, 2025 (1 day)
      📝 Reason: Personal appointment
      👤 Approver: Sarah Johnson (your manager)
      
      You'll receive an email when it's approved.
      
      Current status: ⏳ Pending Approval

User: What holidays do we have this year?

Bot:  📅 Company Holidays 2025:
      
      ✓ New Year's Day - Jan 1 (past)
      ✓ Memorial Day - May 26
      ✓ Independence Day - July 4
      ✓ Labor Day - Sep 1
      ✓ Thanksgiving - Nov 27-28
      ✓ Christmas - Dec 25-26
      
      Total: 8 paid holidays
      
      Note: If a holiday falls on a weekend, 
      it's observed on the nearest weekday.
```

### What It Can Do

- Check PTO balances
- Submit time off requests
- Look up company holidays
- Answer HR policy questions
- Find employee directory info

---

## Sales Lead Capture

**Best for:** Qualifying leads, collecting contact info, scheduling demos

### Sample Conversation

```
User: I'm interested in your product

Bot:  Great! I'd love to learn more about what you're 
      looking for.
      
      What's your name?

User: Maria Garcia

Bot:  Nice to meet you, Maria! 
      
      What company are you with?

User: Acme Corp

Bot:  Acme Corp - got it!
      
      What's your role there?

User: Marketing Director

Bot:  Perfect! And what's the best email to reach you?

User: maria@acmecorp.com

Bot:  Thanks Maria! One last question:
      
      What's your biggest challenge right now?
      
      1. 📈 Growing leads
      2. ⏱️ Saving time on manual tasks
      3. 📊 Better reporting
      4. 🔗 Integrating tools
      5. Other

User: Saving time

Bot:  That's exactly what we help with!
      
      ✅ I've saved your information:
      
      👤 Maria Garcia
      🏢 Acme Corp (Marketing Director)
      📧 maria@acmecorp.com
      🎯 Interest: Time savings
      
      Would you like to:
      
      1. 📅 Schedule a demo (15 min)
      2. 📄 Get a product overview PDF
      3. 💬 Ask questions now

User: Schedule a demo

Bot:  I can schedule you with our team!
      
      Available demo times:
      
      📅 Tomorrow (May 16)
         • 10:00 AM
         • 3:00 PM
      
      📅 Monday (May 19)
         • 11:00 AM
         • 2:00 PM
      
      Which works for you?

User: Tomorrow at 3pm

Bot:  ✅ Demo Scheduled!
      
      📅 Friday, May 16 at 3:00 PM
      👤 With: Alex from our Sales team
      📧 Calendar invite sent to maria@acmecorp.com
      
      Alex will show you how companies like Acme 
      save 10+ hours per week with our platform.
      
      See you tomorrow, Maria!
```

### What It Can Do

- Qualify leads with questions
- Capture contact information
- Score leads automatically
- Schedule demo calls
- Send follow-up emails

---

## IT Helpdesk

**Best for:** IT support tickets, troubleshooting, password resets

### Sample Conversation

```
User: I can't access my email

Bot:  I'll help you troubleshoot your email access.
      
      What error are you seeing?
      
      1. 🔐 Password incorrect
      2. 📧 Can't connect to server
      3. 🔄 Email not syncing
      4. ❓ Something else

User: Password incorrect

Bot:  Let's fix your password issue.
      
      Have you tried resetting your password in the 
      last 24 hours?

User: No

Bot:  I can send a password reset link to your 
      backup email address.
      
      For security, please confirm your employee ID:

User: EMP-4521

Bot:  ✅ Verified! 
      
      I've sent a password reset link to your backup 
      email (j***@gmail.com).
      
      📧 Check your email and click the reset link
      ⏱️ Link expires in 15 minutes
      
      After resetting:
      1. Use the new password for email
      2. Update password on your phone too
      3. It may take 5 minutes to sync
      
      Still having issues after resetting?

User: It worked, thanks!

Bot:  Glad it's working! 🎉
      
      Quick security tips:
      • Use a strong, unique password
      • Enable two-factor authentication
      • Never share your password
      
      Anything else I can help with?

User: No that's all

Bot:  ✅ Ticket #IT-2025-0891 closed as resolved.
      
      Have a great day! Remember, I'm here 24/7 
      if you need IT help.
```

### What It Can Do

- Create support tickets
- Reset passwords
- Troubleshoot common issues
- Check system status
- Escalate to human agents

---

## Compliance & Privacy (LGPD/GDPR)

**Best for:** Handling data privacy requests

### Sample Conversation

```
User: I want to see what data you have about me

Bot:  I can help you with a Data Access Request.
      
      Under privacy regulations (LGPD, GDPR, CCPA), 
      you have the right to receive a copy of your 
      personal data.
      
      To process your request, I need to verify your 
      identity. What's your email address?

User: john.doe@email.com

Bot:  I've sent a verification code to john.doe@email.com
      
      Please enter the 6-digit code:

User: 847291

Bot:  ✅ Identity verified!
      
      What would you like to do?
      
      1. 📥 Get a copy of my data
      2. ✏️ Correct my information
      3. 🗑️ Delete my data
      4. ❓ Ask about data usage

User: Get a copy of my data

Bot:  ✅ Data Access Request Submitted
      
      📋 Request #DSR-2025-0142
      📧 john.doe@email.com
      📅 Submitted: May 15, 2025
      ⏱️ Due: May 30, 2025 (15 days)
      
      We will compile all your personal data and 
      send it to your email in a secure format.
      
      You'll receive:
      • Profile information
      • Communication history
      • Preferences and settings
      • Activity logs
      
      Is there anything specific you're looking for?

User: No, that's all

Bot:  Your request is being processed.
      
      You'll receive an email within 15 days with 
      a secure link to download your data.
      
      Questions? Reply to the confirmation email 
      or come back here anytime.
```

---

## Broadcast & Announcements

**Best for:** Sending company-wide messages, news updates

### Sample Conversation (Admin)

```
Admin: Send an announcement

Bot:   I'll help you create an announcement.
       
       What's the title?

Admin: Office Closure Tomorrow

Bot:   Got it! Now the message content:

Admin: Due to the holiday, our office will be closed 
       tomorrow May 16. We'll reopen Monday at 9am.

Bot:   Who should receive this?
       
       1. 👥 All employees
       2. 🏢 Specific department
       3. 📍 Specific location
       4. 📋 Custom list

Admin: All employees

Bot:   How should I send it?
       
       ☑️ Email
       ☑️ Chat notification
       ☐ SMS
       
       (Select all that apply)

Admin: Email and chat

Bot:   📢 Announcement Preview:
       
       ━━━━━━━━━━━━━━━━━━━━━━━━━━━
       OFFICE CLOSURE TOMORROW
       ━━━━━━━━━━━━━━━━━━━━━━━━━━━
       
       Due to the holiday, our office will be 
       closed tomorrow May 16. We'll reopen 
       Monday at 9am.
       
       ━━━━━━━━━━━━━━━━━━━━━━━━━━━
       
       Recipients: 247 employees
       Channels: Email, Chat
       
       Send now or schedule?

Admin: Send now

Bot:   ✅ Announcement Sent!
       
       📧 247 emails delivered
       💬 247 chat notifications sent
       
       Delivery report saved. View in Analytics.
```

---

## Talk to Data (Analytics)

**Best for:** Asking questions about your business data in plain English

### Sample Conversation

```
User: How many sales did we make last month?

Bot:  📊 Sales Summary - April 2025
      
      Total Sales: 1,247
      Revenue: $156,340
      Average Order: $125.35
      
      Compared to March:
      • Sales: ▲ 12% (+134)
      • Revenue: ▲ 8% (+$11,520)

User: Which product sold the most?

Bot:  🏆 Top 5 Products - April 2025
      
      1. Widget Pro      - 342 units ($42,750)
      2. Basic Package   - 289 units ($28,900)
      3. Premium Bundle  - 201 units ($40,200)
      4. Starter Kit     - 187 units ($18,700)
      5. Add-on Pack     - 156 units ($15,600)
      
      Widget Pro has been #1 for 3 months in a row!

User: Show me sales by region

Bot:  🗺️ Sales by Region - April 2025
      
      North America    ████████████░░  $68,500 (44%)
      Europe           ███████░░░░░░░  $42,300 (27%)
      Asia Pacific     █████░░░░░░░░░  $31,200 (20%)
      Latin America    ██░░░░░░░░░░░░  $14,340 (9%)
      
      Fastest growing: Asia Pacific (▲ 23%)

User: Who are our top customers?

Bot:  👥 Top 5 Customers - April 2025
      
      1. Acme Corp         $12,450  (8 orders)
      2. TechStart Inc     $9,800   (12 orders)
      3. Global Services   $8,200   (5 orders)
      4. Smith & Co        $7,650   (6 orders)
      5. DataFlow Ltd      $6,900   (4 orders)
      
      Want me to show purchase history for any of these?
```

### What It Can Do

- Answer business questions in plain English
- Show sales, revenue, customer data
- Compare time periods
- Create simple reports
- Export data to spreadsheets

---

## Quick Template Selection Guide

| I need to... | Use this template |
|--------------|-------------------|
| Answer customer questions | AI Search (FAQ) |
| Handle support tickets | CRM / IT Helpdesk |
| Book appointments | Calendar |
| Capture sales leads | CRM (Sales) |
| Help employees with HR | HR Assistant |
| Send announcements | Broadcast |
| Query business data | Talk to Data |
| Handle privacy requests | Compliance |

---

## Need Something Custom?

If these templates don't fit your needs:

1. **Start with the closest template** - Modify it
2. **Use the Default template** - Build from scratch
3. **Combine templates** - Use features from multiple templates
4. **Ask for help** - Our community can guide you

---

## See Also

- [Templates Reference](./templates.md) - Full template list
- [How To: Create Your First Bot](../chapter-04-gbui/how-to/create-first-bot.md)
- [Sources App](../chapter-04-gbui/apps/sources.md) - Managing templates
- [Write Your First Dialog](../chapter-04-gbui/how-to/write-first-dialog.md)