Make it yours
Start your bot from a template
A template fills in your bot's role, its tone and the things it must refuse — and replaces whatever was there before.
Before you start
- You have a bot to work on How to check
- You know which Bot behaviour settings you have already changed by hand
About 5 minutes. You’ll do three things:
- note what you have already set
- pick a template
- read what landed, then save
A template is a ready-made set of behaviour settings for one kind of business. Pick one and it fills in what the bot is, how it speaks, what it must refuse to advise on, and what it does when it cannot answer. Twelve come built in and every plan can use all twelve.
A template is also the only way to set the bot's role — the sentence that tells it what business it works for. There is no box for that anywhere on the Bot behaviour tabs. If you have never picked a template, your bot is running on a generic one we write for you.
What a template writes over
Read this part before you click anything. A template does not add to your settings. It replaces the whole behaviour set in one go, and anything the template does not mention drops back to its factory value.
| Setting | What a template does to it |
|---|---|
| Tone & personality — persona, brand voice, reply length, formatting | Replaced with the template's. |
| Response rules — the three advice refusals, your own custom rules, the knowledge toggles | Replaced with the template's. |
| Handover & escalation — your own trigger phrases | Cleared. The built-in trigger list comes back into effect. |
| Fallback — the Policy box | Replaced with the template's. |
| Lead capture — the toggle and when to ask | Switched back off. |
| Business info & services, and Localisation → Formatting | Cleared back to empty. |
| Fallback — the Message your visitors read | Left alone. It is stored separately. |
| Model, temperature, colours, languages, allowed domains, and everything you trained the bot on | Left alone. |
Pick your template
The dropdown shows the names below, in alphabetical order. It does not show what each one is for — that is what this table is.
| Option | Best for |
|---|---|
| Accountant / Bookkeeper | An accountancy or bookkeeping practice. Refuses tax and financial advice, and sends case-specific questions to a qualified accountant. |
| Customer Support (general) | Anything that does not fit the rest of this list. Neutral and professional, and it sticks to what you trained it on. |
| E-commerce / Order Help | An online shop. Orders, shipping, returns and sizing, and it will not quote a price your training material does not state. |
| Education / Tutor | A course, school or training platform. Explains and guides, and refuses to do a student's assessed work for them. |
| Electrician | An electrical contractor. Refuses DIY guidance on notifiable work and points people at a registered electrician. |
| Hair / Beauty Salon | A salon. Bookings, treatment menus and prices, with no clinical claims about what a treatment does. |
| Healthcare / Clinic | A clinic, pharmacy or health service. No diagnosis, no doses, and a medical disclaimer on any health answer. |
| Legal Services | A law firm. Answers about services and fees, and refuses to interpret law or predict how a case will go. |
| Plumber / Heating Engineer | A plumbing or heating business. Refuses DIY gas guidance and names the Gas Safe rule when boilers come up. |
| Real Estate | An estate or letting agent. Property search, viewings and the process, with listing details quoted exactly as written. |
| Restaurant / Hospitality | A restaurant, hotel or venue. Reservations, menus, hours and dietary questions, and it never guarantees a table. |
| SaaS Product Support | A software product. Onboarding, features and troubleshooting, and it asks for reproduction steps when someone reports a bug. |
The first entry in the dropdown is — none —. Choosing it takes the template's name off your bot, but leaves every setting the template gave you exactly where it is. It is not an undo.
Four of them cannot be changed later
Healthcare / Clinic, Plumber / Heating Engineer, Electrician and Accountant / Bookkeeper each carry a fixed safety notice that goes into every answer. That notice cannot be edited, switched off, or written around.
It also cannot be swapped away from. Once a bot is saved on one of those four, its template is fixed for the life of that bot. You cannot move it to another template, and you cannot move it back to — none —. The save is refused. If you need a different template on that business, make a new bot and pick it there.
Apply a template
In the bot sidebar, under Bot setup, click Bot behaviour.
Click the Model & advanced tab.
Under Start from template (optional), choose your template.
The other tabs change the moment you choose. Nothing is written to your bot yet.
Open the Response rules, Tone & personality and Handover & escalation tabs and read what landed.
This is your last look before it is written. Leaving the page now throws the change away.
Go back to Model & advanced and click Save.
Saved. Changes are live for new conversations. appears beside the button.
Advanced mode ignores templates
If Prompt mode on the same tab is set to Advanced, the raw system prompt you wrote is what the bot actually uses. A template still fills the tabs in and still saves, and it will not change a single answer until Prompt mode goes back to Guided.
If your bot already has one
A bot built from your website at signup already has a template — we pick one from what the crawl found. Open Model & advanced and read the Start from template (optional) box to see which. If it is one of the four locked ones, that bot keeps it.
If it didn’t work
Saving the template failed and nothing changed
- Check
- Look for red text beside Save. A refused save shows rpc_error there. The commonest cause is a bot already fixed on one of the four locked templates.
- Fix
- Check the Start from template (optional) box. If it reads Healthcare / Clinic, Plumber / Heating Engineer, Electrician or Accountant / Bookkeeper, that bot keeps its template — make a new bot and pick the template you want there. If it reads anything else, reload the page and try once more, then email hello@adoomi.ai with the bot's name.
- Resolved when
- Saved. Changes are live for new conversations. appears beside the button.
My handover phrases have gone
- Check
- Open the Handover & escalation tab. It reads No custom phrases yet — the default list (below) is in effect.
- Fix
- Type the phrases back in and save. Or open Prompt history on Model & advanced and click Restore on the version from before you applied the template — that brings the whole behaviour set back in one go.
- Resolved when
- Your phrases are listed again and the heading reads Default triggers (replaced).
I applied a template and the bot answers exactly as before
- Check
- Read Prompt mode on Model & advanced. If it says Advanced, your raw prompt is in charge and the template is being ignored.
- Fix
- Copy your raw prompt into a text file first — switching to Guided clears it, with no warning and no confirmation. Then click Guided and click Save.
- Resolved when
- Replies pick up the template's voice and refusals.
I picked the wrong template and have not saved yet
- Check
- Look at the bottom bar. While the Save button is still clickable, nothing has been written; when the bar reads No changes, there is nothing pending.
- Fix
- Reload the page or leave it without saving. Every tab goes back to what is stored on your bot.
- Resolved when
- The tabs read your own settings again and the bar shows No changes.
Prompt history is empty, so I cannot roll anything back
- Check
- It reads No prompt history yet. Saved edits appear here once you make changes in this tab. A bot whose behaviour has never been saved has nothing to restore.
- Fix
- Nothing is lost that was ever saved — but if this is your first save, there is no earlier version to return to. Set your tone and rules the way you want them, save once, and every save after that leaves a version you can restore.
- Resolved when
- Prompt history lists at least one version with a Restore button beside it.
What this can’t do
- Applying a template replaces your whole behaviour set — it never merges with what you had.
- Four templates fix a bot for good: Healthcare / Clinic, Plumber / Heating Engineer, Electrician and Accountant / Bookkeeper. Make a new bot to use a different one.
- Restore in Prompt history brings your settings back but leaves the template name on the bot as it is.
- You cannot save your own template today. The list is the twelve built-in ones.
- — none — is not an undo. It clears the template's name, not the settings it wrote.
- A template changes no answers while Prompt mode is set to Advanced.