Template

Bot Flow Templates

Ideal for Support · Sales · Booking · Engagement

8 ready-to-use chatbot flows for FAQ handling, order tracking, appointment booking, returns, lead qualification, and more.

Why we like this template

Bot flow templates are pre-built conversation flows for Lodgestory's visual bot builder. Each template defines the conversation logic, user inputs, branching conditions, API calls, and human handoff rules — ready to customise and deploy across WhatsApp, Instagram, and web chat.

Included templates

Support

Support

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.
Support

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.
Support

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.

Sales

Sales

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.
Sales

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.

Booking

Booking

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.

Engagement

Engagement

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.
Engagement

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 it

Open Bot Builder

Navigate to Bots > Bot Builder in Lodgestory. Click 'New Bot' and select 'Start from Template'.

Choose a Template

Select the bot flow template that matches your use case. The flow will be imported into the visual builder.

Customise Nodes

Edit message text, button labels, and API endpoints. Replace placeholder company names and URLs.

Connect APIs

For order tracking, booking, and returns bots — connect your OMS, calendar, or CRM API in the API call nodes.

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

Back to all templates

Ready to use these templates?

Included in every Lodgestory plan. Copy, customise and send in minutes.

Questions, answered

What teams ask before they use this template.

Yes. Every template is fully editable in Lodgestory's visual bot builder. You can add, remove, or modify any node, message, or condition.

Yes. Bots built in Lodgestory deploy across WhatsApp, Instagram, Facebook Messenger, web chat, and SMS with channel-specific formatting.

Yes. Lodgestory's bot builder includes API call nodes that support REST APIs with custom headers, request bodies, and response mapping.

The bot automatically hands off to a human agent when it can't resolve the query, when the customer requests an agent, or when configured handoff conditions are met.

Lodgestory's analytics show bot resolution rate, handoff rate, average conversation length, and customer satisfaction by bot flow.

8 Chatbot Flow Templates for Customer Support | Lodgestory