Bot Flow Templates
8 ready-to-use chatbot flows for FAQ handling, order tracking, appointment booking, returns, lead qualification, and more.
Included Templates
FAQ Bot
Trigger: Customer sends a message. Flow: Greeting → Topic Selection (Pricing / Features / Billing / Other) → Knowledge Bank lookup → Answer with source link → 'Was this helpful?' → If No → Human handoff.
Order Tracking Bot
Trigger: Customer asks 'Where is my order?' Flow: Ask for Order ID or Email → API call to OMS → Display status (Processing / Shipped / Delivered) → Show tracking link → Offer: 'Need more help?' → Human handoff.
Returns & Refund Bot
Trigger: Customer requests return. Flow: Ask for Order ID → Check return eligibility (API call) → If eligible → Select reason → Generate return label → Confirm refund timeline. If not eligible → Explain policy → Human handoff.
Lead Qualification Bot
Trigger: New conversation on website/WhatsApp. Flow: Greeting → Ask company size → Ask use case (Support / Sales / Marketing) → Ask budget range → Qualify (Hot / Warm / Cold) → If Hot → Book a demo. If Warm → Send brochure. If Cold → Add to nurture.
Product Demo Booking Bot
Trigger: Customer clicks 'Book a Demo'. Flow: Ask for Name → Email → Company → Team size → Preferred date/time → Check calendar availability (API call) → Confirm booking → Send WhatsApp confirmation with calendar invite.
Appointment Booking Bot
Trigger: Customer messages about appointment. Flow: Ask for service type → Select provider/doctor → Show available slots (API call) → Confirm date/time → Collect patient details → Book appointment (API call) → Send confirmation with reminder setup.
CSAT Survey Bot
Trigger: Ticket resolved (automated). Flow: 'How would you rate your experience?' → 1-5 scale buttons → If 4-5 → 'Thank you! Leave a Google Review?' → If 1-3 → 'Sorry to hear that. What can we improve?' → Free text → Route feedback to manager.
Onboarding Welcome Bot
Trigger: New signup. Flow: Welcome message → Quick product tour (3 carousel cards) → 'What's your primary use case?' → Personalised feature recommendation → Link to relevant docs → 'Need help? Talk to a human' → Human handoff.
How to Use
- 1
Open Bot Builder
Navigate to Bots > Bot Builder in Lodgestory. Click 'New Bot' and select 'Start from Template'.
- 2
Choose a Template
Select the bot flow template that matches your use case. The flow will be imported into the visual builder.
- 3
Customise Nodes
Edit message text, button labels, and API endpoints. Replace placeholder company names and URLs.
- 4
Connect APIs
For order tracking, booking, and returns bots — connect your OMS, calendar, or CRM API in the API call nodes.
- 5
Test & Deploy
Test the bot in the preview panel. Once satisfied, deploy to WhatsApp, Instagram, web chat, or all channels.
Tips for Best Results
- Always include a 'Talk to a human' escape option in every bot flow
- Keep bot responses under 3 sentences — users prefer concise answers
- Use quick reply buttons instead of asking users to type options
- Test the bot flow end-to-end before deploying to customers
- Monitor bot handoff rates — high handoff rates indicate gaps in bot knowledge
Frequently Asked Questions
Can I customise these bot templates?
Do bots work on all channels?
Can bots call my APIs?
What happens when the bot can't answer?
How do I measure bot performance?
Start using these templates today
Included in every Lodgestory plan. Customise and send in minutes.