25+ free chatbot templates to improve your CX in 2025

From answering customer questions to collecting contact information, chatbots wear many hats. Think of hats, in this instance, as chatbot templates. The more hats your bot wears, the more it can do. And just as there are different hats worn for different occasions, there are many different chatbot conversation templates used for different situations.

To help you elevate your bot’s wardrobe, we’ve gathered more than 25 popular bot templates for several different industries to inspire you on your chatbot journey. Follow along to learn more about chatbot templates, their benefits, and how to use them to improve agent productivity.

Chatbot templates by industry:

• Customer service
• Sales
• Retail and e-commerce
• Manufacturing
• Hospitality and travel
• Healthcare
• Finance
• HR
• How to use chatbot templates
• How AI makes building chatbots easier than ever
• Frequently asked questions
• Go beyond chatbot templates with Zendesk AI agents

Customer service

Chatbot templates can help your support team handle certain customer support inquiries without human intervention. Additionally, customer service chatbots can collect key details upfront so agents can resolve complex issues without asking the customer repeat questions. Check out these templates to help improve your automated customer support.

1. Chatbot-to-live-agent transfer template

Whether there’s a delicate situation requiring a human touch or someone simply prefers to speak to live agents, you can give customers the option to chat with a human using a chatbot-to-live-agent template. This template allows customers to connect directly with a support representative without leaving their chat window.

2. Customer satisfaction template

Chatbot conversation flow templates help expedite the support process. However, they’re also a valuable resource for soliciting customer feedback. Using a customer satisfaction bot template, you can automatically reach out to customers with a satisfaction survey following their support interactions.

Surveys can make customers feel like their opinions are valued and provide your business with valuable insights you can use to improve your customer experience.

3. Net Promoter Score® (NPS) survey template

Net Promoter Score (NPS) is a popular customer service metric that helps measure customer loyalty. Leverage an NPS survey chatbot template to automate the survey process and free your agents to handle more urgent situations.

4. News and updates template

If your business just rolled out a new product or feature, consider using this chatbot template to help spread the news to site visitors.

5. Offline form template

Even though chatbots can provide 24/7 support, there may be times when a customer prefers to speak with a human during off hours. An offline form template can help your business handle after-hours support inquiries, collecting information so your support agents can pick up the conversation once they return.

Sales

An AI chatbot is an all-star assistant at every stage of the sales cycle—not just customer service. It can free up sales representatives to handle more complex and strategic tasks like building relationships, and it also helps with (and takes over) those complex tasks. These chatbot templates give an overview of just a few sales-related conversations you can automate.

6. Pricing options template

Adding a pricing options template to your chatbot can help your customers quickly access important pricing information whenever they please and without wasting time clicking through your website.

7. Basic lead generation template

A lead generation template is a great way to help your business generate sales leads without taking time away from your sales team. For example, you can customize your lead generation chatbot template to ask visitors to share their name and email address when engaging with your bot.

8. Subscription form template

Similar to a lead generation template, a subscription form chatbot template can help your business automatically collect customer contact information. This enables you to grow your SMS or email list without additional effort from your sales or support team.

9. Appointment scheduling template

Offering your leads a direct way to book an appointment with you is one of the easiest ways to convert a sale. With a bot automating the process, it only gets easier.

Retail and e-commerce

Much of the general public is already familiar with customer experience automation in retail and e-commerce. AI in retail helps customers track orders, suggest related products they may like, and even save money by surfacing discounts or loyalty rewards. Take a look at these templates to see how.

10. Online order template

For businesses that sell their products and services online, chatbots can direct interested customers to your online store to make a purchase. This can increase customer engagement and drive new business by automatically sending customers to the correct webpage to place an order.

11. Discount code template

If there is one thing all shoppers love, it’s a discount code. With a discount code chatbot template, your chatbot can send customers a proactive message enticing them to make a purchase and save some dough. After all, a discount code could be the difference between a customer following through with a purchase or leaving your site.

12. Package tracking template

Another useful template you can add to your chatbot is a package tracking template. Great for e-commerce businesses, this template lets customers quickly find out where their package is and when they can expect to receive it without waiting for a live agent response.

13. Post-purchase survey template

If you’re running an e-commerce business, you’ll want your online order experience to be as easy as possible for customers. Soliciting customer feedback is a great way to discover where your business needs to improve. However, relying on agents to collect feedback takes time and may hinder their ability to help other customers.

With a post-purchase survey template, your chatbot can automatically message your customers as soon as they complete their transaction, gathering insightful feedback that can help deliver a better customer experience.

Manufacturing

Manufacturing businesses rely on efficient and predictable global supply chains. Chatbots can bring that same reliability to customer communication, giving prospective and existing customers a way to check in on their orders, current inventories, and more. Here are some examples of manufacturing-tailored chatbot templates.

14. Order status template

Your manufacturing customers will want to keep close tabs on their orders to ensure their needs are met and that their timelines are on track. When you use an order status chatbot template, your customers can quickly find their order status without waiting to connect with an available agent.

15. Inventory availability template

Inventory balances are crucial to manufacturing company customers for sales and operations planning (S&OP). Imbalances can lead to forecast disruptions, so customers must know how much of a given product is available. Use this template to inform them quickly and concisely.

16. Technical troubleshooting template

In case of an issue, be ready to help your customers as fast as possible. An AI chatbot can spring into action once a customer reaches out with a problem, surfacing relevant information to address their query quickly, like in this template.

Hospitality and travel

Whether customers plan a reservation, take a trip, or catch up on life afterward, be there at every step with a chatbot template for hospitality and travel. Check out these examples for inspiration.

17. Restaurant reservation template

Restaurant reservation templates are a quick and easy way to take the reservation process off staff members’ hands. Using a template can also reduce the number of incoming phone calls, freeing up your staff to take on higher-priority tasks. On top of that, it gives customers the flexibility to book a reservation at their convenience.

18. Cancel a reservation template

Just like bots can help diners make reservations, chatbot templates can also help them cancel one. A cancel-a-reservation template allows people to cancel their reservations whenever it’s convenient without pulling one of your employees away from more important tasks.

19. Travel feedback template

For businesses in the travel industry, travel chatbots are a valuable asset for providing quick, personalized support to travelers. Implementing a travel feedback template can help you automatically surface customer feedback you can use to improve the experience of your travelers.

Healthcare

Use bots to provide patients with top-notch support via a customer-first approach that puts their needs at the center of your focus. AI chatbots can deliver quality service at scale without ballooning operational costs and give round-the-clock answers when patients need them most. Here are a few healthcare-focused chatbot templates illustrating these benefits.

20. Prescription status template

Patients don’t want to fumble through clunky interfaces and confusing systems when attempting to order or refill prescriptions. And patients especially don’t want to bother with in-person appointments or phone calls if they aren’t necessary—like when they’re confirming prescription details. A chatbot provides a friendly way to access relevant information and put through orders so pharmacists can fill them faster.

21. Appointment reminder template

Missed appointments are a source of frustration for patients and providers alike. Reduce the likelihood of an accidental oversight with automated reminders. A chatbot template can help you quickly create an appointment reminder system that patients will be thankful for.

22. Patient education and information template

A knowledge base as a self-service tool can shorten wait times for informational requests and free up time for service representatives to handle more important tasks. This template shows how to let patients know that self-service resources are available and where to find them.

Finance

Chatbot templates can also help financial services companies meet customer needs more accurately. Here are three examples of common problems that a bot can solve.

23. Fraud reporting template

If a customer notices a suspicious charge that hasn’t been flagged as fraudulent, you can give them the option to report it conveniently via chat. This helps give customers fast reassurance that you’ll address their issues promptly. Try this bot template to respond to customers who report possible fraud.

24. Account password reset template

Forgetting a password is frustrating. The last thing this customer needs is a roadblock to resetting their password and moving on with their intended action. Here’s a chatbot template to guide customers through the process with ease.

25. Loan application template

Banks preauthorize and verify loan applicants every day for compliance, security, and more. However, customers don’t want to figure out what type of application they need to fill out. This way, a bot can do it for them. Use a template to create an easy step-by-step process for new applicants.

HR

Employee service management, or how internal teams help deliver efficient service, is an excellent candidate for automation with intelligent bots. These tools can help improve employee satisfaction by empowering your people to resolve their own issues quickly through employee self-service. Review these templates to see how it’s done.

26. Leave policy question template

While most people might think of customer support when they think of AI chatbots, a bot can also assist your human resources (HR) team and handle internal inquiries like answering questions about your leave policy. This frees up your HR team to handle more delicate issues and allows your employees to seek help at any time.

27. Employee onboarding template

In addition to helping customers, chatbots can be a valuable asset for answering employee questions. With an employee onboarding template, you can set up your chatbot to proactively engage new hires and ask if they need assistance.

This kind of bot can streamline your employee experience (EX), helping to surface important information—from onboarding documents to answers to common questions.

28. Performance review template

Performance reviews are best when templated consistently and formatted so they’re easy to fill out. Try this template to help boost employee satisfaction with a more straightforward review process.

How to use chatbot templates

If you’re ready to take advantage of these pre-built chatbot templates, follow these steps to take your chatbot experience to the next level:

1. Determine your needs: First, decide what you want your chatbot to do. For example, if you run an online clothing store, you might implement an abandoned cart template to help boost purchases on your site.
2. Select a template: After determining your needs, use your chatbot builder to choose the best chatbot template.
3. Customize the conversation: Customize the conversation flow in your chosen chatbot template to match your brand better. For example, you might want your chatbot to speak in a friendly tone and introduce itself as your company’s “virtual shopping assistant.”
4. Set up triggers: During the template customization process, set up specific triggers that cause your chatbot to spring into action. For example, you may set up your post-purchase survey template to boost customer engagement as users reach your order confirmation landing page.
5. Test the chatbot: Before unleashing your chatbot to the masses, test it out to ensure it’s working properly. Once finalized, save the template to your template library and roll it out to your audience.

Regardless of whether you’re using marketing templates, lead gen templates, support templates, or another chatbot function, these steps can help you ensure your chatbot is properly prepared to converse naturally with customers.

How AI makes building chatbots easier than ever

With the power of AI in the customer experience, your business can take conversation automation to the next level. AI can analyze customer interactions and put swaths of data at your fingertips to help make better decisions. Plus, it helps solve customer issues accurately and effectively. Here are some ways AI helps facilitate conversations without the need of a template.

Intelligent triage

A key goal of AI customer service is to provide more empathetic service at scale. Zendesk AI agents do just that by analyzing each request’s intent, sentiment, and language to pinpoint exactly how a customer feels and what they’re looking to gain from the interaction. And the Zendesk AI copilot can create suggested responses based on that data to speed up resolution.

Agent personas

One of the biggest benefits of using AI bots is their ability to use natural language processing (NLP) to understand customer requests and respond in kind. You can tweak chatbot personas to be friendly, professional, courteous, funny, and more. The right persona can change the nature of a customer conversation, so it’s important to choose one quickly to keep things moving.

Generative AI-powered answers

Generative AI uses machine learning (ML) to analyze your existing knowledge base. From there, it can create brand-new responses to accurately answer customer questions in your tone of voice, whether you want to be friendly, professional, or something else. It can even help you create knowledge base articles from just a few bullet points, rapidly accelerating your capabilities for customer self-service.

Frequently asked questions

Customer story

Papier

How an AI agent paved the way for Papier’s US expansion

“Even if the AI Agent isn't resolving queries, it frees up agent time to work on the more complex issues. It will collect order IDs, ask for a picture upload if something is faulty, and it’ll do all of that legwork upfront.”

Suzanne Duffy

Head of Customer Service

Read customer story

Go beyond chatbot templates with Zendesk AI agents

When you outfit a chatbot with the right templates to kickstart customer conversations, you can boost agent productivity and offer a chatbot experience that meets your needs and delights your customers.

With a complete customer service solution like Zendesk, you can deploy an AI agent in seconds without worrying about which templates to use. Our AI is built on billions of real-life customer interactions, powering generative AI chatbots that sound like humans and provide excellent support from day one—no chatbot templates required.

Net Promoter, Net Promoter Score, and NPS are trademarks of NICE Satmetrix, Inc., Bain & Company, Inc., and Fred Reichheld.