Templates

A template is a complete, publishable flow you copy instead of starting from an empty canvas: agents with written prompts, transitions between them, an End Call on the right agents, and a working provider set. Copying one is the fastest way to see what a well-structured flow looks like, and most production flows start as a template with the prompts rewritten for the business.

The templates

TemplateDirectionAgentsWhat it does
Appointment Reminderoutboundreminder → rescheduleReminds a contact about an upcoming appointment, confirms attendance, and captures reschedule requests
Customer Support Triageinboundtriage → billing / technicalAnswers support calls, triages between billing and technical issues, and captures a callback ticket when needed
Customer Satisfaction SurveyoutboundsurveyShort NPS-style survey: a 0–10 score, one open-ended reason, and a polite close
Lead Qualificationoutboundopener → qualification → bookingQualifies interest, captures needs and timeline, and books a follow-up with a human rep
Payment ReminderoutboundpaymentPolite reminder about an overdue invoice that captures a payment commitment or a dispute for human follow-up

All five ship with the same baseline providers — Deepgram nova-3-general, OpenAI gpt-4o-mini, ElevenLabs eleven_flash_v2_5 — so they’re comparable, and so the first thing you change is the prompts, not the plumbing. You choose the voice when you create the flow.

The outbound templates lean on {{contact.*}} variables — the contact’s name, the appointment, the invoice — so they only make sense on calls with a contact attached: campaigns, schedules, or POST /calls with a contactId. Write prompts explains the variables.

Using one

1

Create a flow from the template

Flow Builder → Create Flow, pick the template (or Blank Flow), name it. The template is copied into a new draft — nodes, transitions, prompts, providers. Nothing links back; it’s yours.

From the API: POST /flows/from-template/{templateSlug} with the slug from GET /flow-templates (appointment-reminder, customer-support, customer-survey, lead-qualification, payment-reminder).

2

Rewrite the System Prompt

It carries a placeholder persona. Put your business, tone and hard limits in.

3

Walk each agent's prompt

Keep the structure — goal, what to collect, when to move on, when to end — and replace the specifics.

4

Add your functions

The templates capture information in conversation; to act on it (check a calendar, create a ticket), attach an HTTP Request.

5

Test, then publish

Flow Tester first, then a real call to your own phone.

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