Automation templates

Who should read this article: Administrators

Start a new Automation from a ready-made template, or save your own Automations as templates to reuse them.

Introduction

An Automation template is a reusable blueprint for an Automation. A template never runs and never sends messages. To use it, you turn it into an Automation, then add your own values.

Templates are on the Automation templates tab of Automation > Workflow studio.

Default templates

Every contact center starts with three default templates:

Voicemail → WhatsApp follow-up

This template sends a WhatsApp message when a call reaches voicemail, but only if the dialer will not call the number again. The rule redial_scheduled equals false is already filled in for you. If the dialer has a redial scheduled for the number, no message is sent. This way, a customer does not receive a "we tried to reach you" message and then a call a few minutes later.

You still need to select your own voicemail wrap-up code.

Create an Automation from a template

You can start from a template in two ways.

From the Workflows tab:

1. Click Add workflow.
2. Enter a Workflow name, select Automation, then click Next.
3. Select Start from a template, pick a template, then click Next.

From a template you are editing:

1. On the Automation templates tab, open a template.
2. Click Save as a workflow.
3. Enter a Workflow name, then click Save & open workflow builder.

Voiso creates a new Automation from the template. The template itself does not change. Complete the Automation and switch it on, as described in Creating an Automation.

Template mode

When you open a template, the Workflow builder is in template mode:

• A Template mode label appears next to the name.
• A banner reminds you that this is a blueprint, not a live workflow, and will not run.
• The save button is called Save template.

This helps you tell templates and live Automations apart while you work.

Add your own templates

Save an Automation as a template:

1. Open an Automation in the Workflow builder.
2. Click Save as a template.
3. Enter a Template name and, if you want, a Description.
4. Click Save & open template builder.

Voiso copies the Automation to Automation templates and opens the copy. Your Automation keeps running without changes.

Build a template from scratch:

1. On the Automation templates tab, click Add template.
2. Enter a Name and, if you want, a Description.
3. Click Save & open template builder.

Manage templates

Click the ⋮ menu on a template card to:

• Clone — make a copy of the template.
• Rename — change the template's name and description.
• Delete — delete the template. Voiso asks you to confirm.
• Reset to default — available only for default templates that you have changed (see below).

You can clone, rename, and delete any template, including the default templates.

Reset to default

Reset to default returns a default template to exactly how it was first provided, including its original name. It appears only when a default template has been changed, for example renamed or edited.

• Everything you changed in the template is removed. Voiso asks you to confirm first.
• Automations that you already created from the template do not change.
• Reset to default is not available for templates you created, or for copies of default templates that you made with Clone.
• If another template already has the original name, the reset is stopped. Rename that other template, then try again.

Related articles

• Automations overview
• Creating an Automation
• Trigger node