--- url: https://docs.corbitaltech.dev/products/whatsmark-saas/tenant/template-bot.md description: >- Set up Template Bots in WhatsMark SaaS that respond using pre-approved WhatsApp Business templates. Trigger keywords activate templated replies for promotions, support, and structured customer engagement. --- # Template Bot Guide A **Template Bot** is a chatbot that responds automatically based on **pre-approved WhatsApp message templates**. It uses a **trigger keyword** to activate and sends structured replies using templates tied to a specific purpose. ## Manage Your Template Bots Once you’ve created Template Bots, you can manage and monitor them from the **Template Bot Dashboard**. This section allows you to **view, edit, activate/deactivate, and monitor** each bot’s trigger keyword, status, and creation time. ### Features of the Template Bot Dashboard | Field | Description | | ------------------- | -------------------------------------------------------------------------------------------------------------------------- | | **SR.NO** | Sequential number to indicate bot order. | | **Name** | Custom name given during bot creation. This helps identify each bot's purpose quickly. | | **Reply Type** | Indicates how the bot responds to messages. In most cases, it’s set to **On exact match** for keyword-triggered responses. | | **Trigger Keyword** | The keyword(s) that must be sent via WhatsApp to activate the bot. | | **Relation Type** | Shows whether the bot is set to respond to **Lead**, **Customer**, or **Guest** types. | | **Active Toggle** | A switch to enable or disable the bot instantly. Blue indicates active. | | **Created At** | Timestamp showing when the bot was created. Useful for tracking recent updates. | *** ### Example Entries ![temp-bot](../images/template-bot/template-bot-list.png) > **Tip:** You can define multiple keywords separated by commas (like `happy,event`) to trigger the same bot with different messages. *** ### Filter & Search Use the **search bar** to quickly find bots by name or keyword. Advanced filter options allow you to sort bots by status, creation date, or relation type. *** ### Notes * All bots must be set with **approved templates** and **valid trigger keywords**. * If you **deactivate a bot**, it will no longer respond to messages until reactivated. * Templates must comply with [Meta’s WhatsApp policies](https://www.facebook.com/business/help/152651581095285?id=2129163877102343). *** ### Create More Bots To add a new bot, click the **"+ Template Bot"** button at the top-left of the dashboard. ## Create New Template Bot ![temp-bot](../images/template-bot/create-temp-bot.png) #### Bot Name * **Field:** Bot Name * **Description:** Enter a unique name for your bot. This name will help you identify the bot later. * **Example:** `template bot 6` #### Relation Type * **Field:** Relation Type * **Description:** Select the type of relationship this bot will handle. This determines which contacts will receive the bot messages. * **Options:** `Leads`, `Customers`, or `Guests` * **Example:** `Customers` * Remember that if you select **Customer** in the relation type, your contact must be created first, and you need to send the trigger word from that phone number via WhatsApp. * If you want to send a message to the bot as a lead, choose the **Lead** option and send the trigger word from the lead's phone number via WhatsApp. * If you want to send a message to unconverted contacts, choose the **Guest** option. ::: info **Guest Type** Guests are contacts who have sent messages but haven't been converted to leads or customers. They are automatically created when someone messages your number for the first time (if Auto Lead is disabled). ::: #### 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:** `hello_world` ::: tip **TIP** Templates will be sourced from Meta WhatsApp cloud api account. ::: #### Reply Type * **Field:** Reply type * **Description:** Specify how the bot will reply based on the selected trigger condition. * **Options:** | Reply Type | Description | | --- | --- | | **On Exact Match** | Bot replies only when the message exactly matches the trigger keyword | | **When Message Contains** | Bot responds if the message includes the trigger word anywhere | | **When Lead or Client Sends First Message** | Triggers reply when contact messages based on **Welcome Message Frequency** configured in **Application Settings → Bot Settings** | | **Default Reply** | Sent when no other trigger matches, based on **Default Reply Frequency** configured in **Application Settings → Bot Settings** | ::: info Frequency Control Two reply types are controlled by frequency settings in **Application Settings → Bot Settings**: * **When Lead or Client Sends First Message** — controlled by **Welcome Message Frequency** | Frequency | Sends | | --- | --- | | **Every Time** | Every time contact messages — if chat already exists, will not run again | | **Once Per Session** | Once per conversation session — if session already exists, will not run again | | **Once Per Day** | Once per day — if already sent today, will not run again | | **Once Per Week** | Once per week — if already sent this week, will not run again | | **Once Per Month** | Once per month — if already sent this month, will not run again | | **Once Per Year** | Once per year — if already sent this year, will not run again | * **Default Reply** — controlled by **Default Reply Frequency** | Frequency | When Sends | Extra Configuration | | --- | --- | --- | | **Once Per Session** | Once per 24-hour session — if already sent, will not send again | None | | **Once in Every X Min/Hours** | Once every specified time interval | Set **Interval Value** and **Unit** in Bot Settings | | **Session Wise Maximum Attempts** | Up to maximum number of times within a 24-hour session | Set **Maximum Attempts** in Bot Settings | | **Before Agent Assignment** | Every unmatched message until an agent is assigned to the chat | None | | **After Agent Reply** | Every unmatched message after an agent has already replied | None | ::: ::: warning Configure Bot Settings First Before using **"When Lead or Client Sends First Message"** or **"Default Reply"** reply types, configure their frequencies in: **Application Settings → Bot Settings** ::: #### Trigger Keyword * **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:** `hello` ## Variables & Preview * After pressing the **Save** button, based on the template structure the dynamic merge fields will automatically be displayed. * You can set merge fields by pressing the **@** sign. ## Template Preview * You can also preview how the bot content will be displayed in the **Preview** section. ![temp-bot](../images/template-bot/template.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. :::warning **NOTE** There are specific extensions and size limits for uploading images, documents, and videos according to the information provided in link you can see the information in **supported media types** section ::: ## Preview ![temp-bot](../images/template-bot/temp-bot-preview.png) * First, you need to send a trigger word from your WhatsApp. After that, the message will be displayed in WhatsMark chat. * After you send the trigger word, the AI will send you a template based on the trigger word. Then, you need to click the button and reply from your WhatsApp, which will be displayed in WhatsMark's chat.