> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/chatbot-builder.md).

# Chatbot Builder

## How to send Template Carousel Manually and Dynamically From Chatbot

Sending **Template Carousels** manually and dynamically from the Chatbot allows businesses to deliver **interactive and structured messages** in an efficient way. **Manual sending** is useful for **predefined content**, while **dynamic sending** enables **real-time data** to be displayed using **system variables or API responses**. This flexibility helps in managing both **fixed** and **data-driven communication** within chatbot workflows.

## Template Carousel - Manually

### Step 1: Select WhatsApp Template Option

* In the Chatbot Builder, click on the **Send Message** arrow
* At the end of the options, select **Send WhatsApp Template**

<figure><img src="/files/qKq4UvJk2CVFf51xuMDU" alt=""><figcaption></figcaption></figure>

### Step 2: Configure Template and Cards

* Choose the required **Carousel Template**
* Select **Choose Cards Manually**
* Configure each card by:
  * Entering required text/messages
  * Adding button values (URL, action, etc.)

{% hint style="info" %}
You can customize each card based on your requirement.
{% endhint %}

<figure><img src="/files/CAbqwNZe4JgEaCPoduz4" alt=""><figcaption></figcaption></figure>

### Step 3: WhatsApp Output View(Mobile)

* Once sent, the message will appear on WhatsApp as a **carousel format**
* Users can scroll through the cards and interact with the buttons

<figure><img src="/files/oIYU6JZFH7Mby92Q1y9s" alt=""><figcaption></figcaption></figure>

## Template Carousel - Dynamically

### Step 1: Create Data Lookup

* Initially, add a **Data Lookup** node in the chatbot flow
* For dynamic sending, a Data Lookup is required to fetch data

### Step 2: Configure Data Lookup

* Select the required **module**
* Choose the appropriate **action** (e.g., Search Records)
* Apply necessary **filter conditions**
* Set the number of records (cards):
  * Minimum: **2**
  * Maximum: **10**
* Provide a **variable name** to store the response

### Step 3: Select Template and Enable Dynamic Cards

* Add the **Send WhatsApp Template Message** node
* Choose the required **Carousel Template**
* Select the option **Send Cards Dynamically**

### Step 4: Map Dynamic Fields

Select and map the required attributes:

* Media (image/video URL)
* Card values (text/content)

<figure><img src="/files/GfffPIEqFpLDAxRpl02f" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Ensure that the data fetched in Data Lookup matches the template structure, otherwise the carousel may not render correctly.
{% endhint %}

This approach is useful for sending **product lists, promotional offers, and service details** in a single message, allowing users to easily **browse and take action**. By supporting both **manual and dynamic methods**, it provides better **control, scalability, and personalization**, making chatbot interactions more **effective and user-friendly**.

## How to send Text,Media, and Dynamic value Templates through Chatbot

### Step 1: Select Template Option

* Go to **Chatbot Builder**
* Right-click on the flow and click on the **arrow (→) from Send Message**
* Scroll down and select **Send WhatsApp Template**

<figure><img src="/files/wFo4cBjxxXyE0AMOnE7Z" alt=""><figcaption></figcaption></figure>

### Step 2: Configure Template and Flow

* Choose the required **approved template**
* You can use templates that include:
  * **Text**
  * **Media**
  * **Dynamic values**
* After configuring the template:
  * Redirect the bot flow based on your requirement
  * For example, connect it to a **Send Message node** with a *Thank You* message
* End the flow after completing the setup

<figure><img src="/files/5YNAVqwcyvhmH4yjNKBm" alt=""><figcaption></figcaption></figure>

{% hint style="info" icon="circle-nodes" %}
The template will be sent during the chatbot interaction based on the configured flow.
{% endhint %}


---

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