Templates 🟡 PREVIEW - Content

Reusable content templates

Templates Interface Screen

Overview

Templates is a content management system within General Bots Suite that enables creation and management of reusable message templates for email, WhatsApp, social media, and bot responses. Templates streamline communication workflows by providing consistent, branded content across all channels.

Features

Templates

ActionDescription
CreateBuild new templates from scratch or presets
EditModify existing template content
CloneDuplicate templates for variations
DeleteRemove unused templates
OrganizeCategorize by type or purpose

Types

TypeDescription
EmailHTML email templates with responsive design
WhatsAppWhatsApp Business API compliant templates
SocialSocial media post templates
BotBot conversation response templates
SMSShort message service templates

Variables

FeatureDescription
Dynamic FieldsInsert placeholder variables
ConditionalsShow/hide content based on conditions
LoopsIterate over collections
Default ValuesFallback when variable is missing
ValidationCheck variable syntax before sending

Import/Export

ActionDescription
Import JSONLoad templates from JSON files
Export JSONSave templates as JSON
Import CSVBulk create from spreadsheet
Export CSVExport for spreadsheet editing
API SyncSync with external systems

Preview

FeatureDescription
Live PreviewSee rendered template in real-time
Mobile PreviewView on mobile device dimensions
Send TestSend test to email/phone
Version HistoryView previous template versions
CompareDiff between template versions

Keyboard Shortcuts

ShortcutAction
G then TGo to Templates
NCreate new template
EEdit selected template
DDuplicate template
/Focus search
Ctrl+SSave template
Ctrl+PPreview template
EscClose preview

Templates via Chat

Creating a Template

Viewing Templates

API Reference

EndpointMethodDescription
/api/templatesGETList all templates
/api/templatesPOSTCreate new template
/api/templates/:idGETGet template by ID
/api/templates/:idPUTUpdate template
/api/templates/:idDELETEDelete template
/api/templates/:id/clonePOSTClone template
/api/templates/:id/previewPOSTRender template preview
/api/templates/importPOSTImport templates
/api/templates/exportGETExport all templates
  • Mail — Email sending and management
  • Campaigns — Marketing campaign execution
  • CRM — Customer relationship management
  • Tasks — Content creation workflows