Runtype
Flows

Agent and Flow Templates

Templates let you start with pre-built configurations when creating Agents and Flows. Each template includes default settings, steps, or tools to help you build faster.

Flow Templates

Flow templates provide pre-configured workflows organized by category—Support, Content, Analytics, Data Extraction, Research, and more.

Create a Flow from a template

  1. In the sidebar, click Flows.

  2. Click Create Flow.

  3. In the Create New Flow panel, click Use an example.

  4. On the Choose a Template screen, browse templates by category or scroll through the list. Each template card shows the title, description, step count, and a Guided badge if the template includes a walkthrough.

  5. Click a template card to select it. The Flow editor opens with the template pre-loaded (name, description, steps, and variables). If the template includes a guided tour, a Replay Tour button appears in the editor toolbar.

Available Flow templates

Support:

  • AI Support Agent

  • AI Support Auto-Responder with Knowledge Base

Content:

  • Content Creation Pipeline

Analytics:

  • Data Processing Pipeline

Transformation:

  • Convert HTML to Markdown

Data Extraction:

  • Contact Information Extraction

Data Processing:

  • Data Encoding and Validation

Research:

  • Autonomous Research Pipeline

New templates are added regularly. Templates marked Guided include an optional in-editor tour—click Replay Tour in the toolbar to replay the walkthrough.

Customize after selection

After selecting a template, you can modify any part of the Flow:

  • Edit the Flow name and description

  • Add, remove, or reorder steps

  • Change models, prompts, or step configurations

  • Adjust variables and metadata

Templates provide a starting point—customize them to fit your workflow.

Agent Templates

Agent templates are organized by Agent type. Each type includes different tools, behaviors, and configuration options.

Create an Agent from a template

  1. In the sidebar, click Agents.

  2. Click New Agent.

  3. In the Create New Agent panel, choose an Agent type: AI Assistant, Autonomous Agent, Research Agent, A2A Agent (External), or Start with an empty agent.

  4. For a template type, configure the Agent on the next screen (name, model, and type-specific options), then click Create [Type] (e.g. Create AI Assistant). For A2A Agent, enter the required details and click Connect Agent. For Start with an empty agent, enter name (and optional description) and click Create Agent.

You can also create a new Agent from a Product by clicking Add Capability → New Agent.

AI Assistant

Configure a conversational Agent with a predefined persona.

Required settings:

  • Name: Agent name (e.g., "Customer Support Assistant")

  • Model: Select AI model (GPT-4o, Claude, etc.)

Optional settings:

  • Description: What the Agent does

  • Persona template: Choose a preset (e.g. Helpful Assistant, Customer Support, Technical Expert) or Custom to write your own

Click Create AI Assistant to create the Agent.

Autonomous Agent

Configure an Agent that uses multi-step reasoning and iterative planning.

Required settings:

  • Name: Agent name

  • Model: AI model

Optional settings:

  • Description: Agent purpose

  • Enable Agent Loop: Checkbox to enable multi-iteration reasoning

  • Max Iterations: Maximum reasoning cycles (2–25, only shown if Agent Loop is enabled)

Click Create Autonomous Agent to create the Agent.

Agent Loop allows the Agent to plan, act, and reflect over multiple iterations. Set Max Iterations to prevent infinite loops.

Research Agent

Configure an Agent pre-equipped with web research tools.

Required settings:

  • Name: Agent name

  • Model: AI model

Optional settings:

  • Description: Agent purpose

  • Enable Exa: Toggle to include Exa search tool

  • Enable Firecrawl: Toggle to include Firecrawl web scraping tool

  • Research Cycles: Maximum research iterations (1–10)

Click Create Research Agent to create the Agent with the selected tools.

Research Agents work best with both Exa (for search) and Firecrawl (for content extraction) enabled.

A2A Agent (External)

Integrate an external Agent built with another framework.

Required settings:

  • Name: Agent name

  • Model: Placeholder (not used for external Agents)

  • A2A Endpoint URL: The JSON-RPC endpoint for the A2A protocol

Optional settings:

  • Description: Agent purpose

  • Agent Card URL: Optionally provide an Agent Card URL to auto-discover the agent's name, description, and endpoint

Click Connect Agent to create the integration.

A2A Agents require a publicly accessible endpoint. The external Agent must respond to requests in the expected format.

Customize after creation

After creating an Agent from a template, open the Agent editor to:

  • Edit the system prompt (Behavior tab)

  • Add or remove tools (Capabilities tab)

  • Adjust temperature and max tool calls (Behavior tab)

  • Configure Agent Loop settings (Behavior tab, if enabled)

Templates set sensible defaults—adjust them based on your use case.

Start from scratch vs. templates

Choose Start from scratch or Create Empty Agent when:

  • You have a unique workflow not covered by templates

  • You want full control from the beginning

  • You're experienced with Flows or Agents and prefer a blank slate

Choose a template when:

  • You're building a common workflow (support, research, data processing)

  • You want to learn how Flows or Agents work by example

  • You need a starting point to customize

Next steps

Was this helpful?