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Templates give you a proven starting point. Pick one that matches your use case, customize it, and you’re ready to go.

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Getting There

1

Open Create Agent

From your dashboard, click the green Create Agent button in the top right.
2

Choose Start with Template

Select the second option in the modal.
Create agent modal
3

Browse and Select

Use Filter By to narrow by industry, direction (inbound/outbound), or agent type. Click any template to select it, then hit Create.
Template selection screen
The editor opens with a complete workflow — nodes, branches, and settings ready to customize.

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What Templates Include

Each template comes with a complete starting point:
ComponentWhat You Get
Complete WorkflowNodes and branches for the entire conversation flow
Node PromptsPre-written prompts for each step
Branch ConditionsLogic already configured for common responses
Voice SelectionA voice that fits the use case
Templates follow proven conversation patterns for their use case. The structure is designed — you just need to customize the details.

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Customizing Your Template

Templates are starting points. Always replace the placeholders with your specifics:
  • Company name and details — Replace placeholder names with your actual business
  • Policies and rules — Update return windows, hours, pricing, etc.
  • Node prompts — Adjust the tone to match your brand
  • Branch conditions — Add or modify paths for your specific needs
Keep the structure. Templates are organized intentionally. Replace the content, but keep the overall flow — it’s designed for that use case.

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What’s Next

Workflow Builder

Understand the canvas and make changes

Test Your Agent

Validate before deploying