Template Bot Guide

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.

• Template Bot Dashboard Features
  • • SR.NO : Sequential number indicating bot order
  • • Name : Custom name given during bot creation to identify each bot's purpose quickly
  • • Reply Type : Indicates how the bot responds to messages (commonly "On exact match" for keyword-triggered responses)
  • • Trigger Keyword : Keyword(s) that must be sent via WhatsApp to activate the bot
  • • Relation Type : Shows whether the bot responds to Leads or Customers
  • • Active Toggle : Switch to enable or disable the bot instantly; blue indicates active
  • • Created At : Timestamp showing when the bot was created, useful for tracking updates

Example Entries

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💡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

• Bot Requirements & Guidelines
  • • Templates & Keywords : All bots must use approved templates and valid trigger keywords
  • • Deactivation : If a bot is deactivated, it will not respond to messages until reactivated
  • • Compliance : Templates must comply with Meta’s WhatsApp policies

💡Tip: To add a new bot, click the "+ Template Bot" button at the top-left of the dashboard.

Create New Template Bot

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• Bot Name : Enter a unique name for your bot to identify it later.
  • • Field : Bot Name
  • • Example : template bot 6
• Relation Type : Select the type of relationship this bot will handle.
  • • Field : Relation Type
  • • Example : Customers
  • • Note : If Customer is selected, the contact must exist and the trigger word must be sent from that phone number via WhatsApp.
  • • Note : For Leads, send the trigger word from the lead's phone number via WhatsApp.
• Template : Choose a predefined template for the bot.
  • • Field : Template
  • • Example : hello_world
  • • Description : The template determines the structure and content of the bot's responses.
• Reply Type : Specify how the bot will reply.
  • • Field : Reply Type
  • • Example : Reply bot: On exact match
  • • Description : The default option responds when the bot receives an exact keyword match.
• Trigger Keyword : Enter the keyword or phrase that will activate the bot.
  • • Field : Trigger
  • • Example : hello
  • • Description : When this keyword is detected in a message, the bot will respond.

Variables & Preview

• • • How to Set : Press the @ sign to insert merge fields into your message
  • • Setting Merge Fields : After pressing Save, dynamic merge fields are displayed automatically based on the template structure.

Template Preview

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

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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.

💡Tip: 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/

• Using Bots via WhatsApp
  • • Step 1 : Send a trigger word from your WhatsApp. The message will appear in Bswagic chat.
  • • Step 2 : The AI will respond with a template based on the trigger word.
  • • Step 3 : Click the button and reply from WhatsApp. Your response will be displayed in Bswagic chat.