Get Started with Workflow Templates

Templates give you a ready-made workflow with the steps already in place, so you only choose the parts that are yours, like your pipeline. This video shows how to browse the template library, from sales templates that turn chats into deals to support templates that flag unanswered conversations and bad ratings, plus AI agent templates for handoffs, qualified leads and Shopify order lookups. You’ll also see how the setup checklist guides you through what’s left to set, how to remove steps you don’t need, and why templates start switched off so you can check everything first. Then see it in action with a law firm that uses the Chat to qualified deal template to turn good leads into deals and follow up with the rest.