How to Install Pre-configured Templates

Index:

1. Introduction
2. Configuring Your Template
3. Setting Up Human Assistance
4. Publishing Your Smart Contact on a Channel

Introduction

With Blip templates, you can choose a pre-configured template to build your Smart Contact more quickly and easily, saving your company time and accelerating its digital transformation.

To access it, simply click on Blip templates to open it directly, or click on Create Smart Contact and then choose the Solution Package option.

When accessing Blip templates, you will see all the available templates. Each template corresponds to a complete, pre-configured Smart Contact, ready to be published on a channel.

Important: A smart contact is made up of several chatbots in a router structure.

When selecting a template, you can view more information about it, such as supported channels, the chatbots that make up the template, a brief description, and the flow language. If you wish to use this template, simply click on Select Template, wait a few moments, and the router and chatbots will be created in your Home.

There you go! Now you are just a few steps away from publishing your Smart Contact on your preferred channel.

Configuring Your Template

To configure your template, simply access the created router, click on the three dots, and select Template Customization.

 At this point, you can configure information such as the company name, website, day and time of human assistance, among others. Each template may request different information in its configuration.

 Additionally, some templates may have external additional configurations, such as integration with Google Sheets or another platform. If that’s the case, the step-by-step instructions will be provided in a similar article, available on the customization screen, as shown in the image below.

Setting Up Human Assistance

To allow the user of the Smart Contact to contact a human agent at any time, you need to set up the human assistance for the package.

These configurations are made in the human assistance or transfer bot. For this, you can refer to the articles how to register agents and how to create routing rules.

Publishing Your Smart Contact on a Channel

We're almost there! Your Smart Contact is created and configured.

Now just connect it to a channel. To do this, access the router again, as this is where you will connect all the channels you want, in the Channels menu option.

Important: Each channel has specific components, so check which channels are supported in the chosen template.

To learn more about the available channels in Blip and how to connect each of them, see this section of the Blip Help about channels.

For more information, visit the discussion on our community or watch the videos on our channel. 😃