Skip to main content

​
Workflow templates

  1. Open Configure > Workflows > Templates.
  2. Inspect a template’s description, node count, and previewed node types.
  3. Choose its use/clone action, enter a name, and confirm creation.
  4. Open the resulting flow from My Flows.
  5. Review every node, assign a compatible Flow Agent, and save before use.
The template list is loaded from your platform; it can be empty. A template does not supply your phone numbers, external credentials, appointment availability, or business-specific facts.

​
Prompt templates

Open Configure > Tools > Prompt Templates for system and custom AI prompts. Select a template from the agent’s prompt selector, adapt the copied instructions, and save the agent. Prompt templates and workflow templates serve different purposes; see Prompt Templates and Workflows.