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 Website Information
  • 2. Basic FAQ
  • 3. More information
  • Note
  1. Create your chatbot by using templates

SAAS Template

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

PreviousBot learns from conversations immediatelyNextAgency 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: SAAS Start-up.

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

1. Your Website Information

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

2. Basic FAQ

  1. What is the cost of using SAAS?

Provide your cost of SAAS, we recommend you should input your price package (eg: starting from ..., or package 1: ...; package 2: ..., etc).

  1. What promotions are available?

Provide your promotions are available, we recommend you should add a short text about the number of the discount (eg: a discount of 20% if paid annually, a discount of 10% if paid pro plan, buy 1 get 1, etc).

  1. How to start using?

Show your client how to use your SAAS by creating a short paragraph, we recommend you summarize it into steps. (eg: step 1: go to ...; step 2: click on the icon ...; step 3: use your Google account to sign in).

  1. Who should use this product?

Targeting your customer base in the field you are operating in. We recommend you list some fields that your SAAS can really help.

  1. What is your contact information? How to contact you?

Show your contact information and provide various ways to connect (email, social media, etc.).

  • Click the "Next button" to jump to step 3.

3. More information

  1. List of service packages, prices, and features corresponding to each package.

Write down your plans/packages, we recommend you use the format tool to separate your plans/packages into different parts to help the chatbot understand and respond to customers more efficiently.

  1. List of outstanding features and their benefits.

Bring out the features, or benefits of your SAAS. We recommend you use format tools to highlight your SAAS advantage.

  1. Your case studies, use cases, or your client success stories.

Publish your case studies, use cases, or client success stories. If you don't have any of it, we recommend you use customers' reviews to import to this section, as much as possible. Use format tools to separate your content more clearly and help the chatbot learn more efficiently.

Note

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

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. What is the cost of using SAAS.
Example of section 2. What promotions are available.
Example of section 3. How to start using.
Example of section 4. Who should use this product.
Example of section 1, using the format tool to classify 2 packages.
Example of section 2, using the format tool (Bold, heading 1, paragraph).