***

title: From Template
sidebarTitle: Start with Template
description: Jumpstart your Conversational Flow agent with pre-built templates.
-------------------------------------------------------------------------------

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

***

## Getting There

<Steps>
  <Step title="Open Create Agent">
    From your dashboard, click the green **Create Agent** button in the top right.
  </Step>

  <Step title="Choose Start with Template">
    Select the second option in the modal.

    <Frame caption="Creation method selection">
      <img src="https://files.buildwithfern.com/smallest-ai.docs.buildwithfern.com/d435ccacade2625813dd4b2cd3ed434a48c21d9be1eec02ae4ad104de5dca4a9/products/atoms/pages/platform/building-agents/images/create-agent-modal.png" alt="Create agent modal" />
    </Frame>
  </Step>

  <Step title="Browse and Select">
    Use **Filter By** to narrow by industry, direction (inbound/outbound), or agent type. Click any template to select it, then hit **Create**.

    <Frame caption="Template gallery">
      <img src="https://files.buildwithfern.com/smallest-ai.docs.buildwithfern.com/72d59c05586848927edfb3dcb552f0ba145e97d7b17dd2d77b78fa9f94d0cd90/products/atoms/pages/platform/building-agents/images/template-gallery.png" alt="Template selection screen" />
    </Frame>
  </Step>
</Steps>

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

***

## What Templates Include

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.

***

## Customizing Your Template

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

<Tip>
  **Keep the structure.** Templates are organized intentionally. Replace the content, but keep the overall flow — it's designed for that use case.
</Tip>

***

## What's Next

<CardGroup cols={2}>
  <Card title="Workflow Builder" icon="diagram-project" href="/atoms/atoms-platform/conversational-flow-agents/workflow-tab/workflow-builder">
    Understand the canvas and make changes
  </Card>

  <Card title="Test Your Agent" icon="flask" href="/atoms/atoms-platform/analytics-and-logs/testing">
    Validate before deploying
  </Card>
</CardGroup>