From Template | Smallest AI Docs

Templates give you a proven starting point. Pick one that matches your use case, customize it, and you’re ready to go.

Getting There

From your dashboard, click the green Create Agent button in the top right.

Select the second option in the modal.

Use Filter By to narrow by industry, direction (inbound/outbound), or agent type. Click any template to select it, then hit Create.

The editor opens with a complete workflow — nodes, branches, and settings ready to customize.

Each template comes with a complete starting point:

Component	What You Get
Complete Workflow	Nodes and branches for the entire conversation flow
Node Prompts	Pre-written prompts for each step
Branch Conditions	Logic already configured for common responses
Voice Selection	A voice that fits the use case

Templates follow proven conversation patterns for their use case. The structure is designed — you just need to customize the details.

Templates are starting points. Always replace the placeholders with your specifics:

Company name and details — Replace placeholder names with your actual business
Policies and rules — Update return windows, hours, pricing, etc.
Node prompts — Adjust the tone to match your brand
Branch conditions — Add or modify paths for your specific needs

Keep the structure. Templates are organized intentionally. Replace the content, but keep the overall flow — it’s designed for that use case.

Understand the canvas and make changes

Validate before deploying