Start from a proven structure
Browse flow templates, select a version, and install a named copy. Public flow templates can also be explored by location or business type, with a sandbox conversation for testing.
Improve the playbook over time
Version indicators make available updates visible. Linked template behavior and publisher workflows support repeated improvements across installations where configured.
Share in the way your team needs
Share flows with colleagues, duplicate them, or export encrypted files. Import full flows or supported portions such as knowledge and sequence designs for targeted reuse.
How it comes together.
- 1Build a useful flow
- 2Publish or share a template
- 3Install and maintain versions
Setup & availability
Template access depends on sharing and workspace permissions. Importing a sequence replaces the selected flow's existing sequence.
Detailed setup instructions