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Find and use bot flow templates by industry

The Template Store has pre-built bot flows for common use cases across multiple industries — retail, healthcare, education, real estate, fitness, and more. You can clone any template into your account with one click and then customise it, rather than building from scratch.

Open the Template Store

1
Go to Bot Builder from the main navigation.
2
In the left-hand sidebar, click Template Store.
3
Browse by industry using the search bar or scroll through the available categories.
4
Click any template to preview what it does and see its flow structure.
5
Click Clone to copy the template into your account.
6
Select the WhatsApp channel to attach it to.
7
Rename the flow and click Save.
8
Review the trigger conditions, messages, and routing, and adjust for your business.
9
Enable the flow when ready.
After cloning

Templates are starting points. Always review the trigger keyword, check that any CRM field mappings match your own field names, and update the message copy to match your brand voice before enabling.

Can't find your industry?

Search by use case rather than industry name. A 'lead capture' template works for real estate, education, and finance. A 'appointment booking' template works for clinics, salons, and coaching centres.

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