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Templates provide complete, tested workflows for common use cases. Pick one, customize it, and deploy.
[IMAGE: Grid of flow template cards showing different use cases]

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Available Templates

Lead Qualification

Structured qualification flow with budget, timeline, and decision-maker questions. Branches to qualified/not qualified paths.

Appointment Booking

Complete booking flow with availability checking, confirmation, and rescheduling options.

Customer Support Triage

Routes callers to appropriate department based on issue type. Handles common requests in-flow.

Insurance Intake

Policy lookup, claim intake, and new policy paths. Built for compliance.

Real Estate Inquiry

Property interest collection, viewing scheduling, and buyer qualification.

Healthcare Intake

Patient verification, appointment prep, and pre-visit questionnaire.

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How to Use a Template

1

Click Create Agent

From your dashboard, click the green Create Agent button.
[IMAGE: Dashboard with button highlighted]
2

Select 'Start with Template'

Choose the second option.
[IMAGE: Modal with “Start with Template” highlighted]
3

Choose Conversational Flow

Select the Conversational Flow agent type.
[IMAGE: Conversational Flow option selected]
4

Browse and Select

Explore templates. Click to preview the flow.
[IMAGE: Template card expanded showing flow preview]
5

Load into Builder

Click Use Template to load the flow.
[IMAGE: Workflow builder with complete template flow visible]

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What Templates Include

[IMAGE: Annotated template showing all included elements]
Each template comes with:
ComponentDescription
Complete FlowAll nodes, branches, and connections
Node PromptsPre-written prompts for each step
ConditionsBranch logic already configured
VariablesRelevant variables pre-defined
Suggested VoiceVoice recommendation for the use case
End NodesProper endings for all paths

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Customizing Templates

Templates are starting points. Always customize for your business.
Click each node and update the prompts with your specifics.
[IMAGE: Node panel with prompt being edited]
- "Thanks for calling [Company]."
+ "Thanks for calling Acme Insurance."

- "Our offices are open [hours]."
+ "Our offices are open 8am-6pm Pacific."

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Template Example: Lead Qualification

Here’s what the Lead Qualification template includes:
[IMAGE: Full workflow showing the complete lead qualification flow]

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Flow Structure

[Start]
    ↓
[Greeting] → "Hi! Thanks for reaching out. I'd love to 
              learn more about your needs."
    ↓
[Company Info] → "What company are you with?"
    ↓
[Current Solution] → "What are you using today?"
    ↓
[Budget Range] → "What's your approximate budget?"
    ├── > $10k → [High Value Path]
    └── < $10k → [Standard Path]
    ↓
[Timeline] → "When are you looking to get started?"
    ├── < 30 days → [Urgent] → [Transfer to Sales]
    ├── 30-90 days → [Qualified] → [Schedule Demo]
    └── > 90 days → [Nurture] → [Add to List]
    ↓
[End Call] → Appropriate closing for each path

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Included Variables

VariablePurpose
{{contact_name}}Caller’s name
{{company_name}}Their company
{{current_solution}}What they use now
{{budget_range}}Budget bracket
{{timeline}}Decision timeline
{{lead_score}}Calculated qualification score

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Tips for Template Success

Before customizing, trace every path. Understand why each node and branch exists.
The template structure is battle-tested. Keep the logic, just update the specifics.
Run through the template as-is first. Then test again after every significant change.
It’s easy to customize the main path and forget alternate branches. Test every route.

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Next Steps

Node Types Reference

Understand all available nodes

Test Your Agent

Validate every branch