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Automation templates are ready-made workflows created and published by the ChatRos team. Instead of building a node graph from the ground up, you can pick a template that matches your use case, customise the configuration, and activate it in seconds.
  1. Go to your agent’s sidebar and click Automations
  2. Click Template Gallery (or the Browse Templates button)
  3. Filter by category to find the right template for your goal
Templates are organised into four categories:

Order Tracking

Workflows designed to handle common order and shipping inquiries — reply with tracking links, send delivery updates, or escalate delayed orders.

Lead Generation

Capture visitor contact details with in-chat forms and automatically add them to your email marketing lists.

Support

Route complex conversations to a human agent, send confirmation emails, or trigger internal notifications when a customer needs help.

Marketing

Tag high-intent shoppers, enrol product-inquiry visitors into email sequences, or fire webhooks to your CRM when a sale is likely.

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Using a Template

1

Select a Template

Click any template card in the gallery to preview its node graph and description.
2

Create from Template

Click Use This Template. ChatRos creates a new automation rule pre-populated with the template’s nodes and edges.
3

Connect Your Integrations

If the template uses Mailchimp or MailerLite actions, open each Action node and select the integration and list/group you want to use.See Mailchimp or MailerLite if you haven’t connected an account yet.
4

Customise and Save

Edit any node — update the reply message, swap the webhook URL, or adjust the trigger keywords — then click Save to activate.
Templates give you a working structure, but every field is editable. Treat them as a starting point, not a fixed rule.

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Template Variables

Templates use {{variable}} placeholders in text fields. ChatRos fills these in automatically at runtime using data from the conversation. You can add, remove, or change any variable when customising a template. For a full list of available variables, see Building Workflows — Available Variables.

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What’s Next?

Building Workflows

Learn to build a workflow from scratch

Automations Overview

Back to the Automations overview

Mailchimp Integration

Connect your Mailchimp account

MailerLite Integration

Connect your MailerLite account