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Templates

Chatbot templates for support, sales, and ecommerce.

Every template Denser ships, with what it does and how it works. Start from one, change the wording to fit your business, test it in a real chat, then switch it on.

Playbooks · 6

Procedures your agent follows, step by step.

Step-by-step procedures. Each starts when a conversation matches its example messages, then runs its steps in order. How playbooks work

  • Support

    Troubleshoot, then hand off

    Works through fixes from your knowledge base one at a time, and hands off with a summary only if they don't work.

    1. Say
    2. Say
    3. If
    4. Else: Talk to a person
    See all 4 steps

    Starts when: Something isn't working for the customer, for example “the app keeps crashing” or “I can't sign in”.

    1. Say / ask

      Ask what they're trying to do, what happens instead, and which product, plan or device it's on.

    2. Say / ask

      Suggest one fix at a time, most likely first, and check it worked before the next. Never ask for a password.

    3. Ifit's fixed

      Check it's working and ask if there's anything else.

    4. OtherwiseTalk to a person

      Sum up what was tried so the team doesn't repeat it, then hand off.

    Needs Talk to a person

    Use template
  • Support

    Unhappy customer

    Acknowledges the problem, fixes what it can, and offers a person straight away when it can't.

    1. Say
    2. Say
    3. If
    4. Else: Talk to a person
    See all 4 steps

    Starts when: The customer is upset, angry or complaining, for example “this is ridiculous”.

    1. Say / ask

      Acknowledge how they feel and apologise in one sentence, without excuses or blame.

    2. Say / ask

      Ask what happened, unless they've said.

    3. Ifyou can fix it and they haven't asked for a person

      Fix it step by step, and check they're happy with the result.

    4. OtherwiseTalk to a person

      Connect them with a person straight away.

    Needs Talk to a person

    Use template
  • E-commerce

    Return request

    Finds the order, checks it's inside your return window (30 days to start), and requests the return in Shopify once the shopper confirms.

    1. Say
    2. Do: Order status
    3. If
    4. Else: Request a return
    See all 4 steps

    Starts when: The customer wants to send something back, for example “I want to return this” or “it doesn't fit”.

    1. Say / ask

      Ask for the order number and the email used at checkout.

    2. DoOrder status

      Check the order exists and when it was delivered.

    3. Ifit was delivered more than 30 days ago

      Explain the return window, and offer to pass it to the team if it's a special case.

    4. OtherwiseRequest a return

      List what can be returned, ask which items and why, and request the return once the shopper confirms.

    Needs Shopify store

    Use template
  • E-commerce

    Cancel an order

    Cancels an order that hasn't shipped once the shopper confirms, and offers a return instead when it has.

    1. Say
    2. Do: Cancel order
    3. If
    4. If
    See all 4 steps

    Starts when: The customer wants to cancel, for example “please cancel my order” or “I ordered the wrong thing”.

    1. Say / ask

      Ask for the order number and the email used at checkout.

    2. DoCancel order

      Check it can still be cancelled, and show it for the shopper to confirm.

    3. Ifit can be cancelled and they confirm

      Cancel it and tell them they'll be refunded to how they paid.

    4. Ifit has already shipped

      Explain it can't be cancelled, and offer to start a return once it arrives.

    Needs Shopify store

    Use template
  • Billing

    Billing questions

    Answers charge, invoice and plan questions from your Stripe account after checking who's asking, and writes down refund and plan change requests for your team.

    1. Say
    2. Do: Look up billing (Stripe)
    3. If
    4. Else
    See all 4 steps

    Starts when: The customer asks about a charge, an invoice or their plan, for example “why was I charged twice?”.

    1. Say / ask

      Ask for the email they're billed at and the number of any invoice they've had.

    2. DoLook up billing (Stripe)

      Answer their question from what it finds.

    3. Ifthey want a refund, a cancellation or a plan change

      Write it down for the billing team with the Billing request form. Never promise a refund.

    4. Otherwise

      Ask if there's anything else.

    Needs Stripe restricted key

    Use template
  • Sales

    Collect a lead and book a meeting

    Takes the visitor's details with your lead form, then offers a time to talk.

    1. Say
    2. Do: Collect leads
    3. Do: Book in chat (Cal.com)
    See all 3 steps

    Starts when: The visitor wants a demo, a quote or to talk to sales, for example “can I see a demo?”.

    1. Say / ask

      Ask briefly what they'd like to discuss.

    2. DoCollect leads

      Ask them to leave their details.

    3. DoBook in chat (Cal.com)

      Offer to book a time that suits them.

    Needs Collect leads and Cal.com booking link

    Use template

Actions · 16

Things your agent can do in the chat.

Things your agent can do in the chat, each with its own test chat. Shopify stores also get 11 built-in actions, from product search to returns. How actions work

Talk to a person

  • Talk to a person

    Use template

    Connect visitors with your team. Offer a ticket when nobody is available.

    You set: When to use, prefilled for the usual cases; Live support on or off, and how long to wait for a teammate; A hand-off message and up to ten notification emails

    “Can I talk to a person?”

  • Zendesk

    Create Zendesk support tickets from the conversation.

    You set: Your Zendesk subdomain; When to use

  • Freshdesk logo

    Freshdesk

    Use template

    Create Freshdesk support tickets from the conversation.

    You set: Your Freshdesk subdomain; When to use

  • Intercom logo

    Intercom

    Use template

    Create Intercom support tickets from the conversation.

    You set: Your Intercom connection; When to use

  • HubSpot

    Create HubSpot support tickets from the conversation.

    You set: Your HubSpot connection; When to use

Links, forms, cards and your API

  • Call your API

    Use template

    Look something up or make a change in your own system, with details the agent collects.

    You set: Describe: a name, when to use it, and where it runs; Connect: paste a URL, cURL or code snippet, then test a real query; Response: tick the fields the agent may read, and pick a card

    “Where's my order 1042?”

  • Show card

    Use template

    Show one of your cards in the chat, filled in by the agent from the conversation.

    You set: The card to show; When to use

  • Custom form

    Use template

    Collect information with a form inside the chat.

    You set: The form's fields; When to use

    “Can I get a quote?”

Collect information

  • Collect data

    Use template

    Ask for details during the conversation, with no form, and save the answers.

    You set: The details to ask for; When to use

  • Collect leads

    Use template

    Ask visitors for their contact details with your lead form, and find them under Leads.

    You set: Form title and up to 8 fields; When the form shows, or require it before chatting

Book a meeting

  • CalcomLogoCal.com logo

    Book in chat (Cal.com)

    Use template

    Find open times on your Cal.com calendar and book one without leaving the chat.

    You set: Your public Cal.com booking link; The time zone to offer

    “Can I book a demo?”

  • Calendly

    Calendly

    Use template

    Let visitors book a meeting through Calendly.

    You set: Your Calendly booking link; When to use

  • CalcomLogoCal.com logo

    Let visitors book a meeting through Cal.com.

    You set: Your Cal.com booking link; When to use

Billing

  • Stripe logo

    Look up billing (Stripe)

    Use template

    Answer questions about invoices and subscriptions from your Stripe account, once the customer proves who they are.

    You set: A Stripe restricted key with read access to Customers, Invoices, Subscriptions and Products

    “Can I see my last invoice?”

Notify your team

  • Slack message

    Use template

    Tell your team in a Slack channel, with what the customer needs and a link to the chat.

    You set: Slack connected to the chatbot; The channel to post to

    “Can someone call me back?”

Cards · 8

Answers people can scan.

Layouts your agent shows in the chat, so a result reads at a glance. The action that shows a card fills in its fields. These are real renders from the card editor.

  • The Book a demo card template: Asks for a few details and sends them as a demo request.

    Sales

    Book a demo

    Asks for a few details and sends them as a demo request.

    Fields: Headline, Name, Work email, Team size

  • The Plan picker card template: Shows your plans with prices and lets the customer pick one.

    Sales

    Plan picker

    Shows your plans with prices and lets the customer pick one.

    Fields: Plans: name, price, summary, The customer's choice

  • The Booking slots card template: Lists open times; picking one asks to book it.

    Scheduling

    Booking slots

    Lists open times; picking one asks to book it.

    Fields: Open times, A preferred time

  • The Appointment confirmation card template: Confirms a booking with its time and place.

    Scheduling

    Appointment confirmation

    Confirms a booking with its time and place.

    Fields: When, Where, A link to manage it

  • The Order summary card template: An order's items, total and status.

    E-commerce

    Order summary

    An order's items, total and status.

    Fields: Order number, Status, Total, Items and quantities

  • The Product comparison card template: Compares a few products side by side.

    E-commerce

    Product comparison

    Compares a few products side by side.

    Fields: Products: name, price, highlight

  • The Contact form card template: Collects a question and how to reply.

    Support

    Contact form

    Collects a question and how to reply.

    Fields: Email, Question

  • The Usage chart card template: A bar chart of usage over time.

    Support

    Usage chart

    A bar chart of usage over time.

    Fields: Title, Points: label, value

No template fits?

Describe it in a sentence.

Tell Ask AI what should happen. It asks for anything it needs, drafts the playbook, action, or card, and changes nothing until you apply it. For example:

  • “When someone asks for a call back, ask for their number and a good time, then post it to our support channel in Slack.”
  • “When someone asks where their order is, look it up in our order API by order number and email, and show it as a card.”
  • “When a visitor wants pricing for more than 50 seats, collect their company and team size, then offer to book a call.”
The Actions page with Describe it to Ask AI selected, showing starting ideas for Talk to a person, booking a meeting in the chat with Cal.com, and looking something up with your own API shown as a card.

Before you go live

Test a template before your customers do.

Every template runs in a test chat that is the real widget. For playbooks, the trace under each reply names the step and the actions behind it, so you can check a template does what you expect before a customer sees it.

A playbook run in the Denser test chat. The reply's trace reads 'Playbook: Bug report troubleshooting, Now at: Try fixes from the docs one at a time', and the same Say / ask step is highlighted and marked Now in the flow editor beside it.
A real test run: the trace under the reply and the highlighted step in the flow point to the same block.
  1. 01

    Every reply names its step

    Under each reply in the test chat, a trace shows the playbook, the step the agent is on, the path it took at each decision, and the actions that ran.

  2. 02

    The flow lights up as it runs

    The same step is highlighted in the editor and marked Now, so you can see which block produced each answer, and change that block when an answer is wrong.

  3. 03

    Broken promises get caught

    If a reply says “I’ll connect you with a teammate” and no hand-off ran, the trace says so, before a customer ever sees it.

Start from a template

  • Troubleshoot, then hand off
  • Return request
  • Billing questions
  • Collect a lead and book a meeting
How playbooks work

Questions

What is a chatbot template?+

A chatbot template is a ready-made starting point for one job, such as handing off to a person, booking a meeting, or handling a return. In Denser there are three kinds: playbooks (step-by-step procedures), actions (things the agent can do), and cards (layouts it shows in the chat). Pick one, fill in what is yours, test it, and switch it on.

What is the difference between a playbook, an action, and a card?+

An action is one thing the agent can do, like look up an order or post to Slack. A playbook strings steps and actions into a procedure for one situation, like a return request. A card is how a result looks in the chat, like an order summary. Playbooks run actions, and actions can show cards.

Can I edit a template?+

Yes. A template is only a starting point. Change the wording of any step, the example messages that start it, the fields on a card, or the settings of an action. For a playbook, you can add, remove, and reorder Say, Do, and If blocks.

Are these chatbot script templates?+

They do the job of a script without the rigidity. A playbook template lists what the agent should ask and do, step by step, but the agent says it in its own words, so customers can phrase things however they like.

How do I test a template before customers see it?+

Every action and playbook has a test chat that works like the real widget. For playbooks, each reply shows which step produced it and the flow lights up as the conversation moves. The test chat runs actions for real, so use a test channel, calendar event, or order.

Do templates count toward my plan?+

The actions, cards, and playbooks you create from them do. They share one allowance per chatbot: 1 on Free, 5 on Starter, 10 on Standard, and 20 on Business and Enterprise. Collect leads and the Shopify actions don't count.

Get started

A chatbot worth shipping, live in minutes.

Point Denser at your website, docs, and PDFs. It answers in minutes, every reply cited to its exact source.

No code. Free to start. Cancel anytime.