Agent Templates & Library
Do not start from a blank page. Pick a prebuilt agent for the job — a sales prospecting agent, a support triage agent, a finance anomaly agent — deploy it onto your data in one click, then make it yours in AI Studio. Every template ships governed.
Overview
Every department needs the same handful of agents. The library gives you those ready-made and governed, so you begin from a working agent — its prompt, tools, memory and guardrails already wired — instead of a blank canvas.
Browse by department or use case, deploy a template onto your data, then customise it in AI Studio. Publish the agents you build so the whole team reuses one approved version, with versioning and rollback.
Explore AI Intelligence Layer →- ✓ Prebuilt agents for every department
- ✓ One-click deploy onto your data
- ✓ Customise prompt, tools & guardrails
- ✓ Versioning & safe rollback
- ✓ Publish & share across teams
- ✓ Governed out of the box
What the library gives you
Prebuilt agents
Ready agents for sales, marketing, support, finance, HR, ops and IT — each a starting point, not a toy.
One-click deploy
Launch a template onto your own records and objects in a single click.
Customise in Studio
Tune the prompt, the tools it can call and the guardrails to fit how your team works.
Versioning
Every change is a version you can compare, promote or roll back to safely.
Share your own
Publish the agents you build so the whole team reuses one approved version.
Governed
Every template runs under your field-level permissions and guardrails, logged from the first run.
Agents for every team
A starting agent for the jobs each department does over and over — grounded in your data from the moment you deploy.
Sales & marketing
Lead-qualifying, prospecting and follow-up agents that read your CRM and draft the next touch.
Support & success
Triage and reply agents that route tickets and answer from your knowledge base, with a person in the loop.
Finance & ops
Anomaly, reconciliation and approval agents that watch your records and flag what needs a human.
HR & people
Onboarding and policy-answer agents that work from your HR data under strict permissions.
Knowledge & research
RAG-backed research agents that gather, summarise and cite across your documents.
IT & internal
Request-handling and routing agents for the repetitive internal asks every IT team fields.
Live in four steps
Browse the library
Find an agent by department or by the job it does.
Deploy in a click
Launch it onto your own data and objects.
Customise
Tune the prompt, tools and guardrails in AI Studio.
Publish & share
Promote it as the approved version for the team.
How the agent works from a template
The Flow-Cognition Agent runs a real loop on your data — grounded in your records, governed and logged.
Ready to deploy
Each template arrives with its prompt, tools, memory and guardrails already configured.
Review in Studio
You review every setting in AI Studio against your data and policies before it goes live.
Versioned
Every version is logged, so you can promote or roll back with confidence.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Start from a template, or build your own
| From a template | From scratch | |
|---|---|---|
| Time to first run | Minutes — deploy and go | Longer — you wire it all |
| Prompt & tools | Pre-wired, ready to tune | You define them in AI Studio |
| Guardrails | Set sensibly by default | You configure from zero |
| Best for | Common department jobs | A novel, bespoke workflow |
Where teams put it to work
Fast start
Launch a department agent from a template, then refine it on real work.
Standardise
One approved agent per job, reused across every team.
Then make it yours
Start from a template and customise the prompt, tools and guardrails in AI Studio.
Questions, answered
Prebuilt agents for common jobs in every department — prospecting, triage, anomaly detection, onboarding, research and more.
Pick a template and deploy it onto your own data and objects in one click.
Yes, in AI Studio — the prompt, the tools it can call, its memory and its guardrails.
Yes. Publish the agents you build for the whole team to reuse, with versioning and rollback.
Yes. Every template runs under your field-level permissions and guardrails, and every run is logged.
Yes. Each change is a version you can compare, promote or roll back to at any time.
Deploy your first agent from a template
Start free, or get a guided walkthrough with our team — on the one platform that runs the AI Intelligence Layer and your whole business.