Templates

Templates are ready-made agents, workflows and skills. Starting from one gives you working instructions, steps and settings; you add your details and your data. Everything stays editable afterwards. Browse the full catalogue on the templates page.

Agent templates

1. 1In Agents, click Create Agent. Search the templates or filter by category.
2. 2Open a template to see About this agent, its Skills, what You'll configure, its Conversation starters, What you'll need and a System prompt preview.
3. 3Click Use this template.
4. 4Go through the setup steps: Name, Variables, Connect and Review.
5. 5Click Activate agent, or Save as draft to finish later.

• Variables are values merged into the system prompt, such as your company name. A template without variables is created right away and skips this step.
• Connect lists the required and optional connections and tools. Anything missing can also be added later from the agent page.
• A draft shows setup needed in the agents list. Open it to continue.

Workflow templates

1. 1In Workflows, click Create Workflow and pick a template. The card lists the integrations it requires.
2. 2Click Use template.
3. 3Fill in the Variables, choose the Integrations to use (click Connect for any that are not connected yet), and check the Review.
4. 4Click Create workflow.

A workflow created from a template opens with a banner: complete its setup before you activate it. See Workflows.

System skills

The skills Harmona ships appear in Skills with a System badge. Attach them as they are, or change their prompt for your organization. See Skills.

Templates and plans

Some templates need a higher plan. They show an Upgrade badge and cannot be used on your current plan. The organization owner sees an Upgrade now button.

No template fits?

Choose Start from scratch to build it yourself, or Create with Harmona to describe what you need in chat. See Agent Mode.