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Templates

Templates are ready-to-use workflow blueprints that help you get started quickly. Each template comes pre-configured with agents, triggers, tools, and logic flows, so you can launch sophisticated automations without building from scratch.

What are Templates?​

Think of templates as starter kits for common use cases. Whether you need a customer support bot, an email assistant, or a data analyzer, templates provide the foundation. You customize them to fit your specific needs.

Key Benefits:

  • Save Time: Skip the setup and start with proven workflows
  • Learn by Example: See how experienced users structure their flows
  • Customize Freely: Every template is fully editable

Accessing Templates​

From Dashboard​

Featured templates appear directly on your main dashboard for quick access. Simply click "Use Template" to add it to your workspace.

From Templates Library​

Navigate to the dedicated Templates section in the left sidebar to browse the complete collection of public templates.

  • Browse by Category: Filter templates by use case (Customer Support, Productivity, Data Processing, etc.)
  • Search Templates: Use the search bar to find specific solutions
  • Preview Before Using: Click on any template to see its structure before adding it

Using a Template​

  1. Select a Template
    Choose a template that matches your use case from the dashboard or Templates library.

  2. Click "Use Template"
    This creates a copy in your workspace. The original template remains unchanged.

  3. Add Your Credentials
    Configure API keys, authentication tokens, or service credentials for connected tools (e.g., Gmail, Slack, Google Sheets).

  4. Test the Flow
    Use the built-in chat or terminal view to test the workflow before going live.

  5. Customize (Optional)
    Modify agent prompts, adjust triggers, add or remove tools, or change the workflow logic to match your requirements.

  6. Save & Deploy
    Once configured, save your flow and choose to keep it private or publish it as a public template for the community.

Editing Your Templates​

If you've published a template, you can update it at any time. Only template creators can edit their own templates.

Edit Flow​

Click the green button on your template card to open the Flow Editor.

  1. Make your changes to the workflow canvas (add/remove nodes, modify connections, adjust agent prompts)
  2. Click "Update Template" (top-right corner) to save changes to the template
info

Changes are saved directly to the template. Users who previously used this template will not see updates—they have independent copies.

Edit Details​

Click the blue pencil icon to edit template metadata:

  • Template Name: Update the display name
  • Description: Modify the description shown to users
  • Public Template: Toggle visibility (public or private)
  • Share RAG Knowledgebase: Allow others to access KB files when using your template

Template Structure​

Each template includes:

  • Pre-configured Agents: Specialized LLMs with optimized system prompts
  • Triggers: Entry points that activate the workflow (Webhooks, Schedules, Manual)
  • Tools & Integrations: Connected services like Gmail, Slack, Google Calendar, etc.
  • Logic Flows: The decision-making structure that routes data between nodes
tip

Templates are fully customizable. You own the copy- edit anything without affecting the original template.

Creating Your Own Templates​

Once you've built a flow that works well, you can publish it as a template for others to use:

  1. Open your completed flow
  2. Click "Publish as Template"
  3. Choose Public to share with the community or Private to keep it for your team
  4. Add a description to help others understand the use case

Your template will appear in the Templates library for others to discover and use.