Templates
Templates are like starting from a recipe instead of an empty kitchen — the hard part is already figured out, and you just add your own ingredients. Instead of building an agent or an automation from a blank page, you pick a ready-made one, fill in a few details, and you're up and running.
Each template is a complete, pre-configured starting point: the instructions, tools, and connections are already chosen for a specific job. A short guided setup walks you through making it yours.
What you can do here
| You can… | What that means for you |
|---|---|
| Browse a gallery | See ready-made agents and workflows organized by what they do |
| Search by need | Find a template for sales, support, data analysis, and more |
| See what's required up front | Each template lists the accounts, tools, and knowledge it needs before you start |
| Set it up step by step | A guided wizard fills in your details and connects your accounts |
| Get a working result | End with a real agent or automation you can test and use right away |
Two kinds of templates
When you open Templates, you choose what you want to create — a single assistant, or a multi-step automation.
1 · Pick a template
Support Agent Selected
Sales Outreach
Bookings Bot
2 · Quick setup
Set up Support Agent
Agent name
Tone of voice
Connect WhatsAppConnected
3 · Ready to use
Support AgentAnswers customers 24/7 Ready