Flows

Agent and Flow templates

Use templates to start building Agents and Flows. Each template includes configured steps, tools, or settings that you can review and customize.

Flow templates

Flow templates are prebuilt Flows grouped by category. The template picker shows each template’s title, description, and step count.

Create a Flow from a template

To create a Flow from a template, follow these steps:

  1. On the Flows page, click Create Flow.
  2. In the Create New Flow panel, click Use an example.
  3. Browse the templates by category. Each template card shows its title, description, and step count.
  4. Click a template card. The Flow editor opens with the template’s name, description, and steps.

Review the template’s steps in the editor to see how they connect. Change the Flow before you run it.

Available Flow templates

The dashboard shows the following visible Flow templates:

CategoryFlow templateDescription
SupportAI Support AgentAutomates support ticket handling with routing and response generation.
SupportAI Support Auto-Responder with Knowledge BaseResponds to support requests with AI, a Weaviate knowledge base, and Slack.
ContentContent Creation PipelineResearches, creates, and publishes content with AI assistance.
AnalyticsData Processing PipelineExtracts, transforms, and analyzes data from multiple sources.
TransformationConvert HTML to MarkdownExtracts content from HTML and converts it to Markdown.
Data ExtractionContact Information ExtractionExtracts email addresses, phone numbers, and URLs from a webpage.
Data ProcessingData Encoding and ValidationEncodes, decodes, and validates data in various formats.
DocumentInvoice GeneratorGenerates structured invoice data with AI, then renders an HTML invoice with a Liquid template.
ProductivityNew Granola Meeting NotesPolls Granola for new or updated meeting notes and produces a digest. Requires a connected Granola integration.
ResearchAutonomous Research PipelineResearches a topic, synthesizes sources, drafts long-form content, and outputs Markdown.

Customize a Flow after selecting a template

After you select a template, edit the Flow in the editor. Use the editor to:

  • Rename the Flow and update its description.
  • Add, remove, or reorder steps.
  • Change models, prompts, and step configurations.
  • Change variables and metadata.

Use the template as a starting point, then test the Flow and change its configuration.

Agent templates

Agent templates group configuration choices by use case. The type that you choose sets default settings, tools, and behavior.

Create an Agent from a template

To create an Agent from a template, follow these steps:

  1. On the Agents page, click New Agent.
  2. Select AI Assistant, Autonomous Agent, Research Agent, or A2A Agent. To create an Agent without a template, click Start with an empty agent.
  3. Configure the settings for the selected type.
  4. Click the button for the selected type. The label is Create AI Assistant, Create Autonomous Agent, Create Research Agent, or Connect Agent for an A2A Agent.

You can also create an Agent from a Product. Open the Product, click Add Capability, then click New Agent.

AI Assistant

Choose AI Assistant for a single response to each message. Configure these settings:

  • Name: Enter a descriptive name. This field is required.
  • Model: Choose the model that powers conversations.
  • Persona template: Select a preset for the Agent’s personality and tone.

To finish, click Create AI Assistant.

Autonomous Agent

Choose Autonomous Agent for tasks that require multiple turns. Configure these settings:

  • Name: Enter a descriptive name. This field is required.
  • Model: Choose the model that powers the Agent.
  • Enable Agent Loop: Select this checkbox to let the Agent iterate across turns.
  • Max Turns: Set the maximum number of turns to a value from 2 to 25. This setting appears when Enable Agent Loop is selected.

To finish, click Create Autonomous Agent.

The Agent Loop stops when the Agent returns a response or reaches Max Turns. Max Turns caps the number of turns; it does not require the Agent to use all of them.

Research Agent

Choose Research Agent for web research. Configure these settings:

  • Name: Enter a descriptive name. This field is required.
  • Model: Choose the model that powers the Agent.
  • Exa - Semantic web search: Keep this option selected to enable Exa. It is selected by default.
  • Firecrawl - Web page scraping: Keep this option selected to enable Firecrawl. It is selected by default.
  • Research cycles: Set the maximum number of search and scrape iterations to a value from 1 to 10.

To finish, click Create Research Agent.

Exa provides semantic web search, and Firecrawl extracts text from web pages.

A2A Agent

Choose A2A Agent to connect an external agent that uses the Agent-to-Agent (A2A) protocol. Configure these settings:

  • Agent Card URL: Enter the URL to discover the external agent’s name, description, and endpoint.
  • Agent Name: Enter a name. This field is required.
  • A2A Endpoint URL: Enter the JSON-RPC endpoint for the external agent. This field is required.

To finish, click Connect Agent.

If the external agent publishes an Agent Card, enter its URL first. Runtype can fill in the name, description, and endpoint from the card.

Runtype uses A2A 1.0 when the Agent Card declares protocolVersion: "1.0". Otherwise, it uses A2A 0.3. Without an Agent Card, the connection uses A2A 0.3. Runtype uses the method names, headers, and message shapes for the selected version.

If the external agent returns input-required or auth-required, the run pauses and displays the request. Respond to the request to continue the conversation. For API and SDK behavior, see Pause and resume.

Customize an Agent after creation

After you create an Agent, open the Agent editor to change its configuration. Use the editor to:

  • Edit the system prompt and change settings such as the model, temperature, and Agent Loop.
  • Use the tools toolbar to add or remove Tools.

Templates provide initial values that you can change in the editor.

Choose a template or start from scratch

Choose a template when you want a configured starting point. Templates also help you study how Flows or Agents are structured. Use one for a common use case such as support, research, data processing, or content generation.

Start from scratch when you need a unique workflow or want to configure each setting yourself.

Next steps