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Template Management

NetPad includes built-in templates for conversational forms and allows you to create, clone, and customize your own templates.

Built-in Templates​

NetPad provides several pre-built templates for common use cases:

IT Helpdesk​

Category: Support
Use Case: Technical support ticket creation

Topics Covered:

  • Issue description and category
  • Urgency level
  • Device information
  • User contact details
  • Error messages
  • Impact assessment

Extraction Schema:

  • Issue category (hardware, software, network, other)
  • Urgency level (low, medium, high, critical)
  • Description (textarea)
  • User email
  • Device information
  • Error messages

Customer Feedback​

Category: Feedback
Use Case: Satisfaction and feedback collection

Topics Covered:

  • Overall satisfaction
  • Specific pain points
  • Feature requests
  • Improvement suggestions
  • Follow-up preferences

Extraction Schema:

  • Satisfaction rating (1-5)
  • Feedback category
  • Detailed feedback (textarea)
  • Contact preference
  • Follow-up consent

Patient Intake​

Category: Intake
Use Case: Healthcare patient information

Topics Covered:

  • Medical history
  • Current symptoms
  • Medication information
  • Insurance details
  • Appointment preferences

Extraction Schema:

  • Patient name
  • Date of birth
  • Medical history
  • Current medications
  • Insurance information
  • Appointment preference

General Intake​

Category: Intake
Use Case: Flexible intake for various needs

Topics Covered:

  • Basic information
  • Specific requirements
  • Preferences
  • Additional details

Extraction Schema:

  • Customizable based on needs

Accessing Templates​

In Form Builder​

  1. Click "New Form"
  2. Select "Conversational Form"
  3. Choose "Use Template"
  4. Browse available templates
  5. Select a template to use

In Settings​

  1. Navigate to Settings > Templates
  2. View all templates (built-in + custom)
  3. Filter by:
    • Source (Built-in, Custom)
    • Category
    • Tags

Template Management​

Viewing Templates​

The template management interface shows:

  • Template Name: Display name
  • Category: Template category
  • Source: Built-in or Custom
  • Description: What the template is for
  • Tags: Searchable tags
  • Actions: Clone, Edit, Delete

Filtering Templates​

Filter templates by:

  • Source: Built-in only, Custom only, or All
  • Category: Support, Feedback, Intake, etc.
  • Tags: Search by tags
  • Search: Text search across names and descriptions

Using Templates​

Use as-is​

  1. Select a template
  2. Configure basic settings (name, description)
  3. Review and adjust topics if needed
  4. Configure extraction schema
  5. Publish

Clone and Customize​

  1. Find the template you want
  2. Click "Clone"
  3. Customize:
    • Topics
    • Persona
    • Extraction schema
    • Conversation limits
  4. Save as new template

Creating Custom Templates​

From Scratch​

  1. Navigate to Settings > Templates
  2. Click "Create Template"
  3. Configure all sections:
    • Basics (name, description, category)
    • Persona & Limits
    • Topics
    • Extraction Schema
    • Prompts (optional)
  4. Save template

From Existing Form​

  1. Open a conversational form
  2. Click "Save as Template"
  3. Configure template details
  4. Save

Template Components​

1. Basics​

  • Name: Template name
  • Description: What it's used for
  • Category: Template category
  • Priority: Template priority level
  • Tags: Searchable tags

2. Persona & Limits​

  • Objective: What to accomplish
  • Context: Business context
  • Persona Style: Professional, Friendly, Casual, Empathetic
  • Tone: Custom tone description
  • Behaviors: List of behaviors
  • Restrictions: What not to do
  • Conversation Limits: Max turns, duration, confidence

3. Topics​

Define conversation topics:

  • Topic ID: Unique identifier
  • Name: Display name
  • Description: What to collect
  • Priority: Required, Important, Optional
  • Depth: Surface, Moderate, Deep

4. Extraction Schema​

Define structured data fields:

  • Field ID: Unique identifier
  • Name: Display name
  • Type: Field type (text, select, email, etc.)
  • Required: Whether field is required
  • Validation: Validation rules
  • Options: For select fields

5. Prompts (Advanced)​

Custom prompt templates:

  • Greeting: Initial message
  • Follow-up: Follow-up question template
  • Clarification: Clarification request
  • Confirmation: Data confirmation
  • Completion: Completion message

Template Best Practices​

  1. Clear Naming: Use descriptive, searchable names
  2. Good Descriptions: Explain what the template is for
  3. Appropriate Categories: Use consistent categories
  4. Relevant Tags: Add searchable tags
  5. Test Templates: Test before sharing
  6. Document Custom Fields: Explain custom extraction fields
  7. Version Control: Track template changes

Sharing Templates​

Within Organization​

Templates are shared at the organization level:

  • All organization members can view templates
  • Admins can edit and delete templates
  • Members can clone and use templates

Export/Import​

  • Export: Download template as JSON
  • Import: Upload template JSON file
  • Share: Share template files with other organizations

Template Examples​

Example: Event Registration​

Objective: "Collect event registration information"

Topics:

  1. Attendee Information (Required, Surface)
  2. Event Preferences (Important, Moderate)
  3. Dietary Restrictions (Optional, Surface)
  4. Accessibility Needs (Optional, Surface)

Extraction Schema:

  • Name (text, required)
  • Email (email, required)
  • Company (text, optional)
  • Event Sessions (multi-select, required)
  • Dietary Restrictions (select, optional)
  • Accessibility Needs (textarea, optional)

Next Steps​