NEXTPION - Flow Templates
Complete guide to installing, configuring, and using the Flow Templates plugin.
This guide provides comprehensive instructions for setting up and using the NEXTPION - Flow Templates plugin, which enables easy creation and management of bot flow templates.
NEXTPION - Flow Templates
The Flow Templates plugin simplifies the process of creating and managing bot flow templates in your Chatpion application. This guide will walk you through the installation, configuration, and usage process.
Video explanation
Watch a youtube video from NEXTPION on how to install and configure the NEXTPION - Flow Templates plugin.
Installation Process
After purchasing the Flow Templates plugin from the NEXTPION marketplace, you can install it using the NEXTPION Plugin Manager.
Access Plugin Manager
Open your NEXTPION Plugin Manager from the main dashboard. Make sure you have your license key ready before proceeding with the installation.
Install and Enable the Plugin
Locate the Flow Templates plugin in your purchased plugins list and click the "Install" button. After clicking install, you'll be prompted to enter the plugin's license key.
After installation completes, click the "Enable" button next to the plugin's name. You will be redirected to the Add-on Manager within Chatpion.
Activate in Add-on Manager
In the Add-on Manager, locate the newly installed NEXTPION - Flow Templates plugin and enable it to activate its functionality.
Plugin Configuration
Accessing Settings
Click the settings icon (⚙️) on the plugin card in the NEXTPION Plugin Manager to configure the plugin.
Cloud Templates Settings
In the settings page, under the "Cloud Templates Settings" section, you can enable or disable the use of templates from NEXTPION Cloud.
- Default: Disabled
- Required Plans: Currently free, but we reserve the right to implement charges for this feature in the future
To enable cloud templates:
- Click the "Enable Cloud Templates" option
- Click "Save Settings"
Template Status
In the "Template Status" section, you can see:
- Current template source (Local only or Including NEXTPION Cloud templates)
- Plugin operation status
Plugin Status
The "Plugin Status" section shows:
- Current plugin operation status (Working/Error)
- Repair button for fixing issues
After updating Chatpion, check the Plugin Status section to ensure all components are functioning correctly. If you encounter any errors, use the repair function to fix them.
Client-Side Usage
After enabling the plugin, a new menu "Bot Flow Templates" will appear in the sidebar.
Administrator Features
Administrators can see:
- Manage Categories button
- Create Template button
- Edit and Delete buttons under each template card
Cloud Templates
When using NEXTPION Cloud templates, they cannot be edited and will display a message: "This template is sourced from NEXTPION and cannot be edited."
Creating a Template
When creating a template, you need to fill in:
- Template Name: Name of the template
- Category: Template category
- Media Type: Platform type (Facebook Messenger/Instagram)
- Cover Image: Template card cover
- Media Link: Image or video to display when clicking the template card
- Description: Template description
- Bot Flow: Select an existing bot flow as the template
Using Templates
When users click on a template card:
- A popup window opens showing the template details
- Select a page in the "Select a page" dropdown
- Click "Set up template" to create the bot flow
- Redirected to visual flow builder
- Must click save in visual flow builder to complete creation
Best Practices
- Regular Status Checks: After updating Chatpion, check the Plugin Status section to ensure everything is working correctly.
- Template Organization: Use the category management function to keep templates organized.
- Cloud Template Usage: When using NEXTPION Cloud templates, note that they cannot be edited.
- Template Testing: Before using a template, test it to ensure it meets your needs.
By following this guide, you should now have a fully functional and properly configured NEXTPION - Flow Templates plugin. If you have any questions or need further assistance, please don't hesitate to contact our support team.