> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatros.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation Templates

> Start from a pre-built workflow instead of building an automation from scratch.

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.

## Browsing the Template Gallery

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:

<CardGroup cols={2}>
  <Card title="Order Tracking" icon="box">
    Workflows designed to handle common order and shipping inquiries — reply with tracking links, send delivery updates, or escalate delayed orders.
  </Card>

  <Card title="Lead Generation" icon="user-plus">
    Capture visitor contact details with in-chat forms and automatically add them to your email marketing lists.
  </Card>

  <Card title="Support" icon="headset">
    Route complex conversations to a human agent, send confirmation emails, or trigger internal notifications when a customer needs help.
  </Card>

  <Card title="Marketing" icon="bullhorn">
    Tag high-intent shoppers, enrol product-inquiry visitors into email sequences, or fire webhooks to your CRM when a sale is likely.
  </Card>
</CardGroup>

## Using a Template

<Steps>
  <Step title="Select a Template">
    Click any template card in the gallery to preview its node graph and description.
  </Step>

  <Step title="Create from Template">
    Click **Use This Template**. ChatRos creates a new automation rule pre-populated with the template's nodes and edges.
  </Step>

  <Step title="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](/user-guides/integrations/mailchimp) or [MailerLite](/user-guides/integrations/mailerlite) if you haven't connected an account yet.
  </Step>

  <Step title="Customise and Save">
    Edit any node — update the reply message, swap the webhook URL, or adjust the trigger keywords — then click **Save** to activate.
  </Step>
</Steps>

<Tip>
  Templates give you a working structure, but every field is editable. Treat them as a starting point, not a fixed rule.
</Tip>

## 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](/user-guides/automations/building-workflows#available-variables).

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Building Workflows" icon="diagram-project" href="/user-guides/automations/building-workflows">
    Learn to build a workflow from scratch
  </Card>

  <Card title="Automations Overview" icon="bolt" href="/user-guides/automations/introduction">
    Back to the Automations overview
  </Card>

  <Card title="Mailchimp Integration" icon="envelope" href="/user-guides/integrations/mailchimp">
    Connect your Mailchimp account
  </Card>

  <Card title="MailerLite Integration" icon="envelope-open-text" href="/user-guides/integrations/mailerlite">
    Connect your MailerLite account
  </Card>
</CardGroup>