---
url: https://docs.corbitaltech.dev/products/whatsmark/template-bot.md
description: >-
  Set up and manage WhatsMark Template Bots to automate WhatsApp responses using
  predefined templates. Improve customer engagement, send promotional messages,
  and streamline support with automated interactions.
---

# Template Bot

**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.**
![temp-bot](./images/template-bot/temp-bot.png)

## 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 could be related to customers or leads.
* **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.

#### 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. 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 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 https://developers.facebook.com/docs/whatsapp/cloud-api/reference/media/
:::

## Preview (finally it will looks like this)

![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.