Agent templates ready to make yours
11 always-available starters and 14 library templates cover the jobs most teams ask for first—support, sales, onboarding, bookings, and more. Pick one, sign in, and tailor it to your business.
- Starters you can use the moment you sign in—no setup homework before your first agent
- Library templates include thoughtful defaults for tone, look, and conversation flow
- Everything you pick in the template gallery is what you will see inside the product
Already using FlexyAgents? Open Agent templates from the dashboard.
Built-in starters
Always-on starters
These six options are available to every workspace from day one. They give you a clear role and voice to begin with, so you spend less time staring at a blank page and more time connecting content and channels.
- Base (default)
Base (Default) Assistant
Balanced, friendly assistant with clear role boundaries—ideal as a starting point for any use case.
Use this starter - General assistant
General AI Agent
Versatile agent for many kinds of requests: helpful, professional, and adaptable across topics.
Use this starter - Sales
Sales Agent
Guides prospects through products and services with honest, compelling information—no pressure tactics.
Use this starter - Lead generation
Lead Generation Agent
Engages visitors, qualifies interest, and collects details through natural, value-driven conversation.
Use this starter - Appointment booking
Appointment Booking Agent
Helps visitors schedule, reschedule, or cancel appointments with clear confirmations and a calm, organized flow.
Use this starter - Shopify & ecommerce
Shopify Store Support Agent
Storefront support for Shopify: orders, shipping, returns, and product help — grounded in synced catalog and policies plus live order lookups.
Use this starter - Shopify & ecommerce
Shopify Product Advisor
Helps shoppers compare variants, understand fit and features, and pick the right products from your synced Shopify catalog.
Use this starter - Shopify & ecommerce
Shopify Sales Concierge
Consultative sales for your Shopify store: qualify needs, recommend products honestly, and guide ready buyers toward checkout.
Use this starter - Shopify & ecommerce
Shopify Order & Delivery Assistant
Post-purchase specialist: order status, tracking, fulfillment, and delivery questions using live Shopify order data.
Use this starter - Shopify & ecommerce
Shopify Policies & FAQ Agent
Fast answers on shipping, returns, exchanges, and store policies from synced Shopify pages — concise and accurate.
Use this starter - General assistant
Your own brief
Start without a named template and define the role yourself. You still get the same editor, models, and publishing options—just fewer assumptions up front.
Start from your brief
Library templates
Ready-made setups for common jobs
14 library templates go deeper on specific scenarios—billing questions, product deep-dives, technical walkthroughs, and more. Each one ships with a full suggested setup you can tweak, including colors, welcome style, and conversation starters.
- Customer support
Customer Support Agent
A professional customer support agent that handles inquiries, resolves issues, and provides assistance with empathy and efficiency. Configured for high-quality support interactions.
Use this starter - Sales
Sales & Lead Generation Agent
An enthusiastic sales agent designed to qualify leads, provide product information, handle objections, and guide prospects through the sales process.
Use this starter - Technical
Technical Support Agent
A technical support agent specialized in troubleshooting, providing step-by-step solutions, and assisting with technical issues and product usage.
Use this starter - Customer support
Product Information Assistant
An informative agent that provides detailed product information, features, specifications, and helps users understand product offerings.
Use this starter - Customer support
FAQ & Help Desk Agent
A helpful agent that answers frequently asked questions, provides quick solutions, and guides users to relevant help documentation.
Use this starter - General assistant
Onboarding Assistant
A welcoming onboarding agent that guides new users through setup, explains features, and helps them get started quickly.
Use this starter - Customer support
Account & Billing Support
A specialized agent for handling account management, billing inquiries, subscription changes, and payment-related questions.
Use this starter - Technical
Documentation & Learning Assistant
An educational agent that helps users find and understand documentation, tutorials, guides, and learning resources.
Use this starter - General assistant
Appointment Booking Agent
An efficient agent that handles appointment scheduling, calendar management, and booking coordination for services or consultations.
Use this starter - Shopify & ecommerce
Shopify Store Support Agent
Storefront support tuned for Shopify: orders, shipping, returns, and catalog questions using synced knowledge and live order tools.
Use this starter - Shopify & ecommerce
Shopify Product Advisor
Helps shoppers discover products, compare variants, and choose the right items from your synced Shopify catalog.
Use this starter - Shopify & ecommerce
Shopify Sales Concierge
Consultative sales agent for Shopify stores — qualifies needs, recommends products, and guides checkout without pressure.
Use this starter - Shopify & ecommerce
Shopify Order & Delivery Assistant
Post-purchase specialist for tracking, fulfillment status, and delivery questions with live Shopify order lookups.
Use this starter - Shopify & ecommerce
Shopify Policies & FAQ Agent
Quick, accurate answers on shipping, returns, and store policies from synced Shopify content.
Use this starter
After you choose a template
Finish the picture in a few clear steps
A template is the opening chapter. Add the AI setup, knowledge, customer touchpoints, and automations that match how your team really works.
AI models & tone
Choose platform-hosted AI or connect your own provider. Adjust how creative or concise replies should be, and refine the instructions that shape each agent.
- Hosted or bring-your-own models in one workspace
- Sliders and settings you can revisit any time
- Instructions that match your brand and policies
Knowledge & answers
Plug in documents, websites, and popular business apps so answers reflect your real content—not generic guesses.
- Upload files and link sources you trust
- Dozens of connector types for everyday tools
- Answers scoped to what you connect
Where customers talk to you
Publish the same assistant on your website, help pages, Slack, Teams, WhatsApp, email, SMS, and more.
- Chat widget and hosted pages
- Messaging apps your customers already use
- Options for custom apps and integrations
Automations
Let conversations trigger follow-ups—notify a channel, update a ticket, or hand off to another system when rules you define are met.
- Simple rules you can change without code
- Works with tools many teams already rely on
- Keeps humans in the loop when you want
Want the full tour of what the platform can do? Browse the features overview or see what is included on each plan.
Next step
Turn a template into a live assistant
Create an account, open the template gallery, pick a starter or library option, then connect your content and publish where your customers already are.