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All Templates

Choose from thousands of templates that will help you save time and scale your business.

Browse by Category

All Templates
🎧Customer SupportπŸ“FeedbackπŸš€OnboardingπŸ“‹Surveys & Forms

Showing 1 - 3 of 3 results in Onboarding

🎯
1

Guided Onboarding Tour

Transform confused first-time users into confident power users with an interactive tour of your platform's capabilities. Walk users through key features in a logical sequence, explaining what each does and why it matters.

How it works:

  1. Welcome message sets expectations for the tour

  2. Feature showcases highlight Automation, Engagement, and Analytics

  3. Each feature includes benefits and use cases

  4. Users proceed at their own pace with clear CTAs

  5. Tour can be repeated anytime with /tour command

Key benefits:

  • πŸ“‰ Reduces time-to-value by 60%

  • 🎯 Increases feature adoption and engagement

  • πŸ“ž Decreases support tickets from confused users

  • πŸ’‘ Showcases capabilities users might otherwise miss

The best onboarding doesn't feel like onboardingβ€”it feels like a conversation. 🎯

Ideal for complex platforms with multiple features where user success depends on understanding what's available and how to use it effectively.

πŸ‘€

User Profile Setup

Collect essential user information in a friendly, conversational way that feels natural rather than like filling out a boring form. Guide users through providing their details while automatically saving everything to their profile for future personalization.

What makes it special:

Unlike traditional forms, this flow uses natural conversation to gather information step-by-step. Each question is presented individually, responses are acknowledged warmly, and data is silently stored using UPDATE_CONTACT cards. 🎭

Data collected:

  • First name - Stored in system field

  • Last name - Stored in system field

  • Email - Stored in system field

  • Phone - Stored in system field

  • Company - Stored in system field

  • Location - Stored in system field

  • Interests - Button selection with custom input option

// Example: Variable reference
QUESTION_CARD β†’ stores in: flow.cardId
UPDATE_CONTACT β†’ reads from: {{flow.cardId}}

Customization options:

All contact information is stored in system fields and immediately available for:

  1. Personalization and segmentation

  2. Communication and follow-up

  3. Analytics and reporting

  4. Integration with external systems

Privacy first: All data is saved directly to user profile fields and can be used immediately for personalization. The conversational approach maintains engagement while respecting user time.

πŸ‘‹

Welcome New Users

Create a warm and inviting first impression for everyone who joins your platform. This template automatically greets new users with a friendly welcome message, introduces your brand, and provides clear next steps.

What's included:

  • Friendly welcome message with emoji

  • Company introduction highlighting your value

  • Quick start guide with numbered steps

  • Action buttons to explore, setup, or get help

Perfect for:

Any business wanting to make a great first impression and guide users toward their first meaningful action. Works great for:

  • SaaS platforms onboarding new signups

  • Communities welcoming new members

  • E-commerce sites greeting first-time visitors

  • Service providers introducing their offerings

First impressions matter. Make yours count! πŸ‘‹

Frequently Asked Questions

A flow template is a pre-built automation workflow that you can use as a starting point. Each template comes with pre-configured steps, messages, and logic that you can customize to fit your specific needs.
Simply browse our template library, find one that matches your use case, and click 'Use Template'. You'll be guided through a quick setup process where you can customize the template to your needs.
Absolutely! Every template is fully customizable. You can modify messages, add or remove steps, change conditions, and adjust the flow to match your exact requirements.
Yes, all templates in our library are free to use. Some advanced features used within certain templates may require a paid plan.
Yes! If you've built an effective flow, you can save it as a template and share it with the community. This helps other users benefit from your automation expertise.
We regularly add new templates based on user requests, industry trends, and best practices. Check back often or subscribe to our newsletter for updates.
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