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Start from a template

The fastest first agent is one somebody already built. Explore is a catalog of ready-made agents and flows that you copy into your workspace, point at your accounts, and publish. It lists the templates published for your workspace; when none have been published yet, the gallery says so.

Explore's front door: guided Tips & tricks that walk you through a piece of setup end to endExplore's front door: guided Tips & tricks that walk you through a piece of setup end to end

Explore opens on Tips & tricks - short guided walkthroughs that set something up with you rather than telling you how. The Templates tab beside it is the gallery.

The Explore page: template cards grouped by category, each with a live preview of the agent's anatomyThe Explore page: template cards grouped by category, each with a live preview of the agent's anatomy

Browse the catalog​

Open Explore in the sidebar. Templates are grouped by category - customer support, finance, operations, marketing - and searchable over names, descriptions, and categories. Workspaces with Flows can also filter by kind (Agents / Flows); if you don't see Flow templates, ask Yekar.AI for early access.

Every card previews what you'd be getting: an agent card shows its anatomy - the integrations and capabilities around the model - and a flow card shows its step graph and step count.

Read a template​

Select a card to open the template's detail page:

An agent template's detail page: about, required integrations, included knowledge, Use this agent, and the annotated anatomyAn agent template's detail page: about, required integrations, included knowledge, Use this agent, and the annotated anatomy
  • About - what the template does and how it's meant to be used.
  • Inputs (flows) - the fields a run starts with.
  • Required integrations - what needs to be connected for the copy to work, and what each one still needs in the domain you pick: Ready, Connects in one click (Yekar.AI's sign-in app, or your own, is set up for it), Needs your own OAuth app, Needs a key, or a step a domain owner must finish. The Use drawer shows the same answer for the domain you choose.
  • Included knowledge (agents) - documents the template ships with. They are copied into your new agent's knowledge when you use the template, so what the preview lists is exactly what the agent will know.
  • The annotated preview - the step graph (or agent anatomy) with notes on the steps that matter: where the thresholds live, which gate needs which role, what to edit first.

Use a template​

Select Use this flow (or Use this agent), then choose the Domain the copy belongs to and a Name:

The Use this flow drawer: name the copy and pick its domainThe Use this flow drawer: name the copy and pick its domain

Create flow (or Create agent) copies the template into your organization as a normal draft - from that point it is entirely yours:

  • The copy opens in the builder (flows) or on the Agent page (agents), editable like anything you built by hand.
  • Nothing runs until you publish it, and nothing connects on its own - connect the required integrations for the target domain. Until you do, an agent runs without that integration's tools and its conversations show a notice offering to connect it (or naming the domain owners who can); a flow step that needs it fails with a named credential error.
  • The copy does not track the catalog: later template updates never touch the agents and flows you already instantiated.
  • An agent template's included knowledge is copied into the new agent as ordinary knowledge files - manage them from the agent's Knowledge panel like any file you uploaded yourself.

Workspaces with Flows see flow templates in the same gallery, filterable by kind:

The templates gallery in a workspace with Flows: agent and flow templates side by side, filterable by kindThe templates gallery in a workspace with Flows: agent and flow templates side by side, filterable by kind

A flow template's detail page annotates the step graph the same way an agent template annotates its anatomy:

A flow template's detail page: about, inputs, required integrations, Use this flow, and the annotated step graphA flow template's detail page: about, inputs, required integrations, Use this flow, and the annotated step graph

Make it yours​

Templates are deliberately generic where your business is specific. Before publishing, walk the annotations: adjust thresholds (the amount above which a refund flow routes to its approval gate), retarget channels and mailboxes, and rewrite prompts in your voice. Then test drive an agent or Test run a flow before it goes live.

Tips​

If Use this flow is unavailable, you need a domain where you may edit agents and flows - ask a domain owner for the editor role. If the copy's first run fails with SERVICE_CONNECTION_MISSING, connect the required integrations for the domain you copied it into - see Connect an integration. See Troubleshooting.