Using Industry Templates
Templates give you a pre-configured starting point based on your industry.
Available Templates
SaaS Template
- Goal: Start trial
- Tone: Professional
- Focus: Product features, free trial, no commitment
- Quick replies: "See pricing", "Start trial", "Book demo"
Agency Template
- Goal: Book demo
- Tone: Friendly
- Focus: Portfolio, process, scheduling calls
- Quick replies: "See our work", "Get quote", "Book call"
E-commerce Template
- Goal: Capture email
- Tone: Casual
- Focus: Products, shipping, support
- Quick replies: "Track order", "Shipping info", "Returns"
Using a Template
- Go to Chat Widget
- Click Create Chat Agent
- Click Use Template at the top
- Select your industry
- Review pre-filled settings
- Customize as needed
- Add your specific business info
- Save
What Templates Include
Each template pre-configures:
- Business description (placeholder to customize)
- Services list (placeholder to customize)
- Primary goal
- Tone
- Persistence level
- Suggested quick replies
- Recommended colors
Customizing After Template
Templates are just starting points. You should:
- Replace placeholder business description with your own
- Update services list with your actual offerings
- Adjust goal if needed for your specific case
- Modify quick replies to match your terminology
- Change colors to match your brand
When NOT to Use Templates
Skip templates if:
- Your business doesn't fit the categories
- You have very specific requirements
- You prefer full control from the start
You can always start blank and configure everything manually.