Templates
Templates are pre-built agent recipes. Each one ships with a name, prompt, recommended tool set, and (optionally) a starter KB.
URL: /app/templates.
Browsing
Templates are organised by category:
| Category | Examples |
|---|---|
| Sales | Cold-email writer, lead-research scout, deal-summary |
| Marketing | Blog draft, social post, content calendar |
| Engineering | PR reviewer, bug triager, doc generator |
| Operations | Standup digest, inbox triage, meeting prep |
| HR | Onboarding host, policy QA, leave request triage |
| Customer support | Ticket responder, FAQ resolver, escalation routing |
| Internal | Decision log, OKR tracker, budget approval |
Installing a template
- Click the template card.
- Preview the prompt + tool set.
- Click Install. A copy is created in your library; the upstream is unaffected.
- Tweak in the Agent Designer.
Installation is a deep clone — system prompt, tool selection, attached KB IDs (if pre-built KBs are available in your org), starter prompts.
Saving your own as templates
- In the Agent Designer, click Save as template.
- Choose visibility:
- Just me — private template, used for cloning your own agents.
- Team — group-shared templates.
- Org — anyone in the org can install.
- Public marketplace — submit for review (admin approval if your org has the policy on).
- Add a category, description, and example prompts.
Versioning
Templates are immutable once published. To "update" a public template, publish a new version — installations are not auto-upgraded; users see an "update available" badge.
Forking
Click Fork on any template (yours or someone else's) to create an editable copy. Editing the fork doesn't affect the original; share the fork as a new template if useful.
Curated templates
A growing library of curated templates ships out of the box at every install. Updates land via the docs repo at https://github.com/Bee-Flow/templates (PRs welcome).