each one comes with a greeting, the questions it asks visitors, what it won't do, and a list of facts to fill in. the dental one asks for a name, a phone number and the reason for the visit. it won't give medical advice.
if your business isn't on the list, pick the closest one. you can change the questions and the wording after.
templates aren't switched on for new accounts by themselves. sign up first, since every step happens in your account. then email me and say you want templates. once they're on, the gallery shows up when you create a chat.
open the prompt editor and click library. it has 25 short pieces you can insert, in groups like tone, restrictions and languages. "warm and concise" and "never invent prices" are two of them.
the questions the bot asks visitors live in the capture tab, where you pick what it asks for. change them there if the template asks for the wrong things.
when the bot is right, save it as a template from the bot's settings. your business name and your facts turn into fill-ins. my templates follow your account, not the workspace, so a second location or a second client starts from it.
your facts go into the bot's prompt, not into its trained pages. that's fine for hours and a few policies. for a full menu, a price list or long policies, train the bot on those pages in the train tab. it answers from both.
fill with ai is only as good as your notes. it keeps your numbers as you wrote them. when a fact is missing, it writes a safe line like "please ask our front desk" and still counts it as filled. so read the preview, not just the count.
saving a template swaps the business name and the facts list. anything else you typed, like a city in the greeting, stays as it is. other people in your workspace don't see your templates.
this fits anyone starting a bot from scratch, or setting up the same kind of bot for a second location or a second client. if your bot already works and only needs new facts, you don't need a template.
if you run a dental office, the dental receptionist letter goes through one week with that template.
one thing people worry about with any bot is that it'll make something up to a customer. when a retune bot doesn't know, it says so, and the question lands in a list you answer once. before it goes live, you can test your chatbot before launch with the questions it has to get right.
if it's useful, take it. if it's missing something, tell me and i'll build it.
olive