CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  • 1. Your first information
  • 2. Your basic FAQs
  • 3. More Information
  • Note
  1. Create your chatbot by using templates

Agency Template

This template will help you to complete your chatbot more easily without struggling.

PreviousSAAS TemplateNextF&B Template

Last updated 10 months ago

By clicking on the "Create bot" button, there is a tab pop up, from here, you can choose whether the templates we created for you: Agency.

  • There are 3 steps to creating the chatbot you might need to know:

1. Your first information

  • Or your business website, we recommend you use a specific link for each field to the chatbot to learn more efficiently.

2. Your basic FAQs

  1. What are the service costs?

  • For pricing details of our services, we advise you to provide a brief price input. (eg: starting from ..., or cost ... /plan, etc).

  1. How to start using the service?

  • Show your client how to book your agency by creating a short paragraph, we recommend you summarize it into steps. (eg: step 1: go to ...; step 2: click on the icon ... to contact us).

3. More Information

  1. Agency Process

  • Demonstrate to your client the step-by-step process your agency will undertake. We recommend you use the format tools to edit more clearly so your chatbot can learn more efficiently.

  1. Agency services and information about each service.

  • Show details about your agency service, we also recommend you use the format tool to edit your content separately into titles, and paragraphs.

  1. List of successful clients of the Agency.

  • Show some clients who have worked with your agency.

  1. Achievements, successful campaigns, or case studies that the Agency has worked on.

  • Show some campaigns, and case studies that the Agency has worked on.

Note

  • Click on the button "Create new bot" to complete. This template will be only a basic for beginners to use the chatbot.

Click the button "Continue" to jump to step 2.

Click the button "Continue" to jump to step 3.

For more advanced features, please refer to the chapter BOTS in this document ().

After creating the chatbot, you can re-check the data of your chatbot to edit or modify some contents/features suitable for your business in or .

here
Training Data
Bot's Knowledge
Example of section 1.
Example of section 2.
Example of section 1, used format tool (heading 1, number bullet).
Example of section 2.