---
url: https://docs.corbitaltech.dev/products/whatsboost/template-bot.md
description: Learn how to create and configure Template Bots for WhatsApp automation.
---

# Template Bot 📄🤖

\[\[toc]]

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A template bot is a pre-configured chatbot that uses predefined templates to automate responses and interactions. These bots are designed to handle specific tasks, such as sending promotional messages, providing customer support, or delivering notifications.

![log-details](./images/template-bot/TemplateBotTable.png)

## create new template bot

![log-details](./images/template-bot/TemplateBot1.png)

**Bot Name**:

* **Field**: `Bot Name`
* **Description**: Enter a unique name for your bot. This name will help you identify the bot later.
* **Example**: `Promo Offer Bot`

**Relation Type**:

* **Field**: `Relation Type`
* **Description**: Select the type of relationship this bot will handle. This could be related to customers or leads.
* **Example**: `Customers`

**Template**:

* **Field**: `Template`

* **Description**: Choose a predefined template for the bot. This template will determine the structure and content of the bot's responses.

* **Example**: `Promotional Offer Template`

::: tip TIP 💡

**Templates will be sourced from Meta WhatsApp cloud api account.**

:::

**Reply Type**:

* **Field**: `Reply type`
* **Description**: Specify how the bot will reply. The default option is "Reply bot: On exact match," which means the bot will respond when it receives an exact keyword match.
* **Example**: This can remain as `Reply bot: On exact match`.

**Trigger**:

* **Field**: `Trigger`
* **Description**: Enter the keyword or phrase that will trigger the bot to respond. When this keyword is detected in a message, the bot will activate.
* **Example**: `promo`

**Save Bot**:

* **Button**: `Save bot`
* **Description**: After filling in all the fields, click this button to save and activate your new template bot.

## variables & preview

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**Set Dynamic Variables**:

* After pressing the "Save bot" button, based on the template structure the dynamic merge fields will automatically be displayed.
* You can set these fields by pressing the "@" sign.

**Preview**:

* You can also preview how the bot content will be displayed in the "Preview" section.

![log-details](./images/template-bot/TemplateBot2.png)

By following these steps, you can easily set up and configure a template bot to handle specific interactions based on the criteria you have defined.