Start a chatbot from a template or a file

Create a chatbot from scratch, from a ready-made template, or from an exported flow.

When to use this. You want a working starting point instead of an empty canvas, or you need to move a chatbot into another workspace.

What you’ll need. Access to a Chatbot workspace and a clear goal, such as collecting leads, answering questions, or gathering feedback.

Open My chatbots
Chatbot opens on the My chatbots dashboard for your workspace. Choose Create a chatbot to begin. Choose Create a folder first if you want to keep related chatbots together.
Choose how to start
Start from scratch gives you an empty flow with a Start block. Start from a template opens a gallery grouped as Marketing, Product, and Other. Import a file creates a chatbot from a flow you exported earlier.
Pick the template that matches the job
Marketing includes Lead Generation, Lead Gen with AI, Lead Magnet, Lead Scoring, Product Recommendation, Quiz, and Insurance Offer. Product includes Customer Support, FAQ, NPS Survey, and User Onboarding. Other includes Basic ChatGPT, ChatGPT Personas, Audio ChatGPT, OpenAI Conditions, Digital Product Payment, and Movie Recommendation. Select Use this template.
Replace the sample content
Templates are written for example companies. Rewrite the messages, questions, and any AI instructions for your own business before you test or publish anything.
Copy and back up your work
Use Duplicate on a chatbot in the dashboard to make a copy. Use Export flow from the editor menu to save the flow as a file that you can import later or into another workspace.

How to know it worked

A new chatbot appears in My chatbots with content rewritten for your business.