Predefined answer templates

Introduction: what are anwser templates and what are they used for?

You can make your content more attractive by using the appropriate answer template.

According to the message you want to deliver to your audience, you can choose between:

  • Quick reply

  • Product card

  • Carousel

Quick reply

Quick replies are pre-defined responses that chatbots offer to their users. They offer users simple, guided ways to reply to a message.

You can present up to 9 buttons within an answer that contain a title and optional image (or emoji).

These buttons can be used to redirect the audience to a new piece of knowledge or an external URL.

Product card

A product card allows you to show off a product or a service in a visual way.

It allows to include:

  • an image or a gif

  • a title

  • an integer

  • a subtitle that can be used as a description

  • up to 3 buttons

Note: when there is more than 1 button, the first one will always have a different color (the same one as the chatbot's primary color).

When a Product Card template only shows a single card, a carousel template is composed of up to 5 product cards.

How to create anwser templates in the BMS?

For on-premise users

Templates are not offered as a default option in the BMS for on-premise users. Therefore, you need to create the template structure first in the "Content - Knowledge - Advanced" menu to be able to use it in an answer.

1. Quick reply

  1. Go to Content > Advanced > Templates

  2. Click on the Add button

  3. Define the title which has to be dydu_quick_reply_001 (otherwise the template will not be functional.)

  4. Confirm the creation of the template by clicking on the check button.

  5. Create manually all the fields of the quick reply template:

  • Click on the title of the template to open the edition page.

  • Click on the Add button to add a new field. Make sure to respect the following format and do not personalize the field's name:

Field nameType of field

button1

HTML

button2

HTML

button3

HTML

button4

HTML

button5

HTML

button6

HTML

button7

HTML

button8

HTML

button9

HTML

  1. Once done, go to the answer edition page where you want to use the template.

In the "Template" menu, select the "dydu_quick_reply_001" you just created.

  1. In the edition box of each button, personalize the button text and make sure it always contains a link (to an external URL or a piece of knowledge).

  2. Voilà, that's what one of your quick reply anwsers could look like:

2. Product Card & Carousel

  1. Go to Content > Advanced > Templates.

  2. Click on the Add button.

  3. Define the title which has to be dydu_carousel_001 (otherwise the template will not be functional.)

  4. Confirm the creation of the template by clicking on the check button.

  5. Create manually all the fields of the template:

    • Click on the title of the template to open the edition page.

    • Click on the Add button to add a new field. For a product card, make sure to respect the following order and format and do not personalize the field's name:

Field nameType of field

imageLink1

TEXT

imageName1

TEXT

title1

TEXT

numeric1

NUMERIC

subtitle1

TEXT

buttonA1

HTML

buttonB1

HTML

buttonC1

HTML

To create a carousel, repeat the step 5 by numbering the fields with the subsequent number.

Example: for the second card of a carousel, the corresponding field should be:

Field nameType of field

imageLink2

TEXT

imageName2

TEXT

...

...

  1. Once done, go to the answer edition page where you want to use the template.

In the "Template" menu, select the "dydu_carousel_001" you just created.

  1. In the edition box of each card, fill out the fields you want to show in your card (title, description, buttons...). Buttons should always contain a redirection link (to an external URL or a piece of knowledge). Empty fields will not show in your card(s).

  2. Voilà, that's what one of your carrousel anwsers could look like:

For SaaS users

  • Go to Content > Advanced > Templates

  • Click on Import

  • Choose the template you want to use in your answer

  • Go back to the answer edition page and click "more options"

  • In the "Template" section, choose the template you want to use

For the Quick Reply template, fill out the button box you want to show by creating a personalized text that must contain a redirection link (to an external URL or a piece of knowledge). If you don't need 9 buttons, just leave the box empty so that it will not be shown in the chatbot.

For the Product card / Carousel template, fill out the fields you want to show in the edition box of each card (title, description, buttons...).

Buttons should always contain a redirection link (to an external URL or a piece of knowledge).

Empty fields will not show in your card(s).

Best practices

Quick reply

  • Use quick replies to prompt for specific next steps.

  • Be brief — long quick replies will be truncated.

  • If you want to add an image in a button, make sure it is a square image up to 18 x 18px.

  • Each button can contain up to 15 characters.

  • Each button must contain a redirection to a URL or a piece of knowledge.

For this type of template, consistency of design elements is essential to deliver quality messages.

You need to pay attention to the image ratio

As one of the most eye-catching elements, images need to be chosen with the appropriate aspect ratio to garantee an overall aesthetics of the template.

An aspect ratio of an image is the proportionaQuick replies are pre-defined responses that chatbots offer to their users. They offer users simple, guided ways to reply to a message.

You can present up to 9 buttons within an answer that contain a title and optional image (or emoji).

These buttons can be used to redirect the audience to a new piece of knowledge or an external URL.

Product card

A product card allows you to show off a product or a service in a visual way.

It allows to include:

  • an image or a gif

  • a title

  • an integer

  • a subtitle that can be used as a description

  • up to 3 buttons

Note: when there is more than 1 button, the first one will always have a different color (the same one as the chatbot's primary color).

When a Product Card template onlys shows a single card, a carousel template is composed of up to 5 product cards.

How to create anwser templates in the BMS?

For on-premise users

Templates are not offered as a default option in the BMS for on-premise users. Therefore, you need to create the template structure first in the "Content - Knowledge - Advanced" menu to be able to use it in an answer.

1. Quick reply

  1. Go to Content > Advanced > Templates

  2. Click on the Add button

  3. Define the title which has to be dydu_quick_reply_001 (otherwise the template will not be functional.)

  4. Confirm the creation of the template by clicking on the check button.

  5. Create manually all the fields of the quick reply template:

  • Click on the title of the template to open the edition page.

  • Click on the Add button to add a new field. Make sure to respect the following format and do not personalize the field's name:

Field nameType of field

button1

HTML

button2

HTML

button3

HTML

button4

HTML

button5

HTML

button6

HTML

button7

HTML

button8

HTML

button9

HTML

  1. Once done, go to the answer edition page where you want to use the template.

In the "Template" menu, select the "dydu_quick_reply_001" you just created.

  1. In the edition box of each button, personalize the button text and make sure it always contains a link (to an external URL or a piece of knowledge).

  2. Voilà, that's what one of your quick reply anwsers could look like:

2. Product Card & Carousel

  1. Go to Content > Advanced > Templates.

  2. Click on the Add button.

  3. Define the title which has to be dydu_carousel_001 (otherwise the template will not be functional.)

  4. Confirm the creation of the template by clicking on the check button.

  5. Create manually all the fields of the template:

    • Click on the title of the template to open the edition page.

    • Click on the Add button to add a new field. For a product card, make sure to respect the following order and format and do not personalize the field's name:

Field nameType of field

imageLink1

TEXT

imageName1

TEXT

title1

TEXT

numeric1

NUMERIC

subtitle1

TEXT

buttonA1

HTML

buttonB1

HTML

buttonC1

HTML

To create a carousel, repeat the step 5 by numbering the fields with the subsequent number.

Example: for the second card of a carousel, the corresponding field should be:

Field nameType of field

imageLink2

TEXT

imageName2

TEXT

...

...

  1. Once done, go to the answer edition page where you want to use the template.

In the "Template" menu, select the "dydu_carousel_001" you just created.

  1. In the edition box of each card, fill out the fields you want to show in your card (title, description, buttons...). Buttons should always contain a redirection link (to an external URL or a piece of knowledge). Empty fields will not show in your card(s).

  2. Voilà, that's what one of your carrousel anwsers could look like:

For SaaS users

  • Go to Content > Advanced > Templates

  • Click on Import

  • Choose the template you want to use in your answer

  • Go back to the answer edition page and click "more options"

  • In the "Template" section, choose the template you want to use

For the Quick Reply template, fill out the button box you want to show by creating a personalized text that must contain a redirection link (to an external URL or a piece of knowledge). If you don't need 9 buttons, just leave the box empty so that it will not be shown in the chatbot.

For the Product card / Carousel template, fill out the fields you want to show in the edition box of each card (title, description, buttons...).

Buttons should always contain a redirection link (to an external URL or a piece of knowledge).

Empty fields will not show in your card(s).

Best practices

Quick reply

  • Use quick replies to prompt for specific next steps.

  • Be brief — long quick replies will be truncated.

  • If you want to add an image in a button, make sure it is a square image up to 18 x 18px.

  • Each button can contain up to 15 characters.

  • Each button must contain a redirection to a URL or a piece of knowledge.

For this type of template, consistency of design elements is essential to deliver quality messages.

You need to pay attention to the image ratio

As one of the most eye-catching elements, images need to be chosen with the appropriate aspect ratio to garantee an overall aesthetics of the template.

An aspect ratio of an image is the proportional relationship of the width to the height. The first digit represents the width and the second represents the height. Essentially, the ratio defines an image's shape.

For example, a square image has an aspect ratio of 1:1 no matter if its dimension is 50 x 50px or 1500 x 1500px.

As another example, a horizontal (landscape-style) image could have a ratio of 16:9. It could be 1920 x 1080px or 1280 x 720px.

In the carousel template, as images can scale up or down to fit different content and chatbot widths, they don't always have the same dimensions but will always be the same shape. That's why you need to pay attention to the shape, not the size.

Don't forget the "Safe Area"

In addition to the shape, you need to take into account the "safe area" when choosing an image.

A safe area of an image is the part that will always show regardless of the shape or size of the screen.

Images inside the carousel cards may have their aspect ratio modified depending on the content. That's why the most important detail must be kept in the "safe area" to avoid it being cut off.

For example, if you want to use an image with two people chatting, we recommend having them at the center of the image. Just keep in mind: the more centered the subject of your image is, the better!

Our recommendations on card elements and image ratio

General tips:

  • We recommend using up to 3 buttons per card.

  • No more than 35 characters for the text corresponding to each button.

  • Buttons must contain a redirection to a URL or a piece of knowledge.

  • The text zone only shows up to 85 characters (including spaces). Beyond that limit, the rest of the text will be reduced with "...read more".

Last updated

Tous droits réservés @ 2023 dydu.