Getting Started — Picking Your First Template

Select a pre-built starting point and land on the canvas with a ready-made prompt map.

3 min read

What are templates?

Templates are pre-built starting points for your AI agent. Think of them like recipes — the structure and ingredients are already there, and your job is to swap in your own details.

Each template comes with example content already filled in. You don't have to write anything from scratch. Just read what's there, change what doesn't fit, and keep what does.

Your template options

Here's what each template is designed for, in plain English:

🛍️ Customer Support Agent

Best for online stores, service businesses, or anyone who answers customer questions. It comes pre-loaded with examples for handling returns, shipping questions, and FAQs. If people email or message you asking "where's my order?" — this is the one.

📣 Marketing Content Agent

Best for social media posts, blog ideas, and email drafts. This template uses a creative, enthusiastic style out of the box. Great if you spend time staring at a blank page trying to write your next Instagram caption.

📊 Data Analyst Agent

Best for answering questions about data, spreadsheets, or reports. This template is set up to give clear, direct answers without unnecessary fluff. If you want an AI that can explain what your numbers mean, start here.

🤖 General Purpose Agent

For anything that doesn't fit the other categories. Brainstorming, writing, organizing, researching — whatever you need. This gives you a clean starting point with sensible defaults that work for most situations.

⬜ Blank Canvas

For experienced users who want to build everything from scratch. No pre-filled content, no examples — just empty nodes ready for your own instructions. Skip this for now.

Not sure which one to pick? Go with Customer Support Agent. It's the most popular template and the easiest to learn with. You can always start over with a different template later — nothing is permanent.

How to pick your template

Once you're on the template selection screen, choosing one is simple:

Click the card for the template you want. It will highlight to show it's selected.

The canvas loads automatically with your template's nodes already connected and filled with example content. That's it — you're in.

What you'll see next

After you pick a template, you'll land on your Prompt Map. Here's what you're looking at:

Each colored box on the screen is called a "node." Every node holds one part of your agent's instructions — things like who the agent is, how it should talk, what it knows, and what it should never do.

The nodes are connected by lines that show the order your agent reads them. Think of it like a flow chart — the agent starts at the top and works its way down.

Every box already has example content inside it. Your job from here is just to swap in your own details. You don't have to rewrite everything — just change the parts that don't match your business.

Don't worry if it looks like a lot at first. In the next page, we'll walk through the canvas so you know exactly what everything does before you start editing.

Clicking a template card → canvas loading with connected nodes → brief pan across the prompt map

Video • 20 seconds

You just picked a template and landed on your Prompt Map — a visual layout of all the instructions your AI agent will follow. Every colored box already has example content, and your job is to make it yours. Next, let's learn how to navigate the canvas.

👋 Welcome

🖼️ Understanding the Canvas