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Templates
Prebuilt prompt and workflow templates for common industries like dental, salon, home service, restaurant, clinic, and law firm.
What this page is for
Use for faster setup instead of writing from scratch.
How to set it up
- 1Choose the closest industry.
- 2Review the generated agent instructions.
- 3Customize business name, services, location, and transfer rules.
Demo workflow
Templates workflow demo
A workspace user opens Templates and needs to understand what action to take.
1
Open the page
Go to Templates from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.