Create a chatbot from a reviewed template

What a template does

A published Pivra template is a reviewed, versioned starting configuration for a specific business workflow. It configures the assistant's industry instructions, safety boundaries, greeting, model and suggested lead fields.

A template does not invent your services, prices, coverage areas, opening hours or policies. It also does not claim that booking, lead delivery, ServiceM8 or another integration is connected.

Create from a template

1. Open Templates in the dashboard.
2. Choose a template and review its included capabilities and required setup.
3. Enter the real business name and a customer-facing chatbot name.
4. Select Create reviewed draft.
5. Add authoritative business knowledge when redirected to Knowledge.

Creation is idempotent: retrying the same interrupted request will not intentionally create duplicate chatbots. The exact template version used is recorded on the chatbot for support and auditing.

Complete the draft

Before publishing:

1. Add and train verified pages or documents covering services, service areas, hours, pricing boundaries and policies.
2. Review the lead fields and choose where enquiries are delivered.
3. Connect any booking, CRM or field-service integration the business actually uses.
4. Test common questions, missing information, emergencies and unsafe requests.
5. Review the activation checks and publish from Chatbot → General.

Until these steps are complete, describe the chatbot as a draft—not a deployed booking or automation solution.

Plans and sensitive industries

Templates that enable paid capabilities display the minimum required plan before creation. Server-side checks enforce chatbot limits, model access and lead-capture eligibility even if a request is made outside the dashboard.

Medical, legal, finance and other sensitive templates stay unavailable until they have completed the required privacy, data-minimisation, safety and evaluation review. Pivra does not publish unreviewed templates to customer workspaces.

Updating templates

Template improvements do not silently overwrite an existing chatbot. Existing chatbots retain the reviewed version they were created from so changes to customer instructions remain deliberate and auditable.

For publishing and testing guidance, see Publish, pause, or test a chatbot.