What are chatbot templates?

Chatbot templates are pre-built conversation flows designed for specific industries like real estate, restaurants, healthcare, and e-commerce. They help you create professional AI chatbots in minutes without coding.

How do I use ChatSa templates?

Simply browse our template library, select a template that matches your industry, customize the conversation flow, and deploy to Facebook Messenger, Instagram, or your website. No technical skills required.

Are the templates free?

Templates are included with your ChatSa subscription. You can start with our free trial to explore and customize any template for your business needs.

Financial Services Templates

Create bots for Facebook Messenger and Websites in minutes. No coding or technical skills required.

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9:41

Investment Bot

ChatSa

💰 Hi! I'm your AI financial advisor. What are your investment goals?

Retirement planning

Great! What's your target retirement age and current portfolio value?

Message...

Investment Advisory Chatbot Template

This template is designed for professional investment firms to assist potential clients in understanding various investment strategies, scheduling consultations, and accessing market insights. It caters specifically to high-net-worth individuals and institutional investors, ensuring they receive tailored financial planning and portfolio advisory services.

FINANCIAL SERVICESCHATSAAUTOMATIONCHATBOTFINANCEADVISORY+1

9:41

AI Bot

ChatSa

💰 Hi! I'm your AI financial advisor. What are your investment goals?

Retirement planning

Great! What's your target retirement age and current portfolio value?

Message...

AI Financial Advisor Chatbot for Wealth Management & Investment Planning

This comprehensive financial advisor chatbot automates investment consultations, portfolio analysis, retirement planning, 401k rollovers, estate planning, tax optimization strategies, and wealth management services. Perfect for certified financial planners (CFP), registered investment advisors (RIA), wealth managers, and financial advisory firms looking to scale client acquisition and provide personalized financial guidance at scale.

FINANCIAL SERVICESCHATSAAUTOMATIONCHATBOTFINANCEADVISORY+1

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