Bot Templates

BotServer includes pre-built bot templates for various use cases. Each template is a complete .gbai package ready to deploy.

Complete Template List (Flat Reference)

Templates by Category

Core Templates

HR & People

IT & Support

CRM & Sales

Finance & Accounting

Operations

Template Structure

All templates follow this standard directory layout:

template-name.gbai/
  template-name.gbdialog/    # BASIC dialog scripts
    start.bas                # Entry point (required)
    *.bas                    # Tool scripts (auto-discovered)
    *-jobs.bas               # Scheduled jobs
  template-name.gbkb/        # Knowledge base collections
    collection1/             # Documents for USE KB "collection1"
  template-name.gbdrive/     # File storage (not KB)
    uploads/                 # User uploaded files
    exports/                 # Generated files
  template-name.gbot/        # Configuration
    config.csv               # Bot parameters
  template-name.gbtheme/     # UI theme (optional)
    default.css              # Theme CSS

Quick Start Guide

1. Choose a Template

Select based on your needs:

• Simple chat: Use default.gbai
• Business app: Choose crm.gbai, bi.gbai, or erp.gbai
• AI features: Pick ai-search.gbai or llm-tools.gbai
• Communication: Select broadcast.gbai or whatsapp.gbai

2. Deploy the Template

# Templates are auto-deployed during bootstrap
# Access at: http://localhost:8080/template-name

3. Customize Configuration

Edit template-name.gbot/config.csv:

name,value
bot-name,My Custom Bot
welcome-message,Hello! How can I help?
llm-model,gpt-4
temperature,0.7

4. Add Knowledge Base

Place documents in .gbkb folders:

• Each folder becomes a collection
• Use USE KB "folder-name" in scripts
• Documents are automatically indexed

5. Create Tools

Add .bas files to .gbdialog:

• Each file becomes a tool
• Auto-discovered by the system
• Called automatically by LLM when needed

Required Files for Each Template

start.bas (Required)

' Template Name - Start Script

' Setup Tools
ADD TOOL "tool-name-1"
ADD TOOL "tool-name-2"

' Setup Knowledge Base
USE KB "template-name.gbkb"

' Set Context
SET CONTEXT "context name" AS "You are a [role]. You help with [tasks]."

' Setup Suggestions
CLEAR SUGGESTIONS
ADD SUGGESTION "action1" AS "Display text 1"
ADD SUGGESTION "action2" AS "Display text 2"

' Welcome Message
BEGIN TALK
    **Template Title**
    
    Welcome message here.
    
    **What I can help with:**
    • Feature 1
    • Feature 2
END TALK

BEGIN SYSTEM PROMPT
    Detailed instructions for the AI...
END SYSTEM PROMPT

Tool File Template

PARAM paramname AS STRING LIKE "example" DESCRIPTION "What this parameter is"
PARAM optionalparam AS STRING LIKE "default" DESCRIPTION "Optional parameter"

DESCRIPTION "What this tool does. Called when user wants to [action]."

' Business logic
let result = "processed"

' Save data (field names = variable names)
SAVE "table.csv", paramname, optionalparam, result

' Store in memory
SET BOT MEMORY "last_item", result

' Response
TALK "✅ Action completed successfully!"

config.csv Template

name,value
episodic-memory-history,2
episodic-memory-threshold,4
theme-color1,#1565C0
theme-color2,#E3F2FD
theme-logo,https://pragmatismo.com.br/icons/general-bots.svg
theme-title,Template Name - General Bots

Syntax Rules for Templates

DO ✅

' Variable names (no underscores in names)
let ticketnumber = "TKT001"
let useremail = "user@example.com"

' SAVE with field names = variable names
SAVE "table.csv", ticketnumber, useremail, status

' Keywords with spaces
SET BOT MEMORY "last_ticket", ticketnumber
SET CONTEXT "name" AS "description"
ADD SUGGESTION "key" AS "Display text"
CLEAR SUGGESTIONS
USE KB "myknowledge"
USE TOOL "mytool"

' GET BOT MEMORY as function
let lastticket = GET BOT MEMORY("last_ticket")

DON’T ❌

' NO: Complex object operations
SET object.field = value  ' WRONG
SAVE "table", object.id, object  ' WRONG

Creating Custom Templates

To create your own template:

1. Copy template.gbai as starting point
2. Define clear purpose - one template, one job
3. Structure folders properly:
   • .gbdialog for scripts
   • .gbkb for knowledge collections
   • .gbdrive for general files
   • .gbot for configuration
4. Include examples - sample data and dialogs
5. Test thoroughly - verify all features

Best Practices

Template Selection

1. Start small: Begin with default.gbai
2. Match use case: Choose aligned templates
3. Combine features: Mix templates as needed
4. Keep originals: Copy before modifying

Customization Strategy

Minimal BASIC Approach

Instead of complex dialog flows, use simple LLM calls:

' Let system AI handle conversations naturally
TALK "How can I assist you?"
' System AI understands and responds appropriately

Tool Creation

Only create .bas files for specific actions:

• API calls
• Database operations
• File processing
• Calculations

Knowledge Base Organization

• One folder per topic/collection
• Name folders clearly
• Keep documents updated
• Index automatically

Performance Tips

• Remove unused template files
• Index only necessary documents
• Configure appropriate cache settings
• Monitor resource usage

Support Resources

• README files in each template folder
• Example configurations included
• Sample knowledge bases provided
• Community forums for discussions