Workflow templates
Last updated: September 9, 2026
Administration → Workflow Templates
Ready-made workflows that are offered to a client as a starting point when creating their own workflow. The client takes a template and builds on it.
Fields
| Field | Meaning |
|---|---|
| Name | What appears in the sidebar. |
| Slug | Derived from the name if left blank. |
| Category | Groups the selection — e.g., routing, priority, auto-response. |
| Description | What the template does. |
| When to use | Helps the client choose the right template. The sentence that decides the selection. |
| Order | Position in the list. |
| Language | One template per language. |
"No templates yet"
The list can be empty — either create one yourself or wait for the next seeder run, which will apply the included templates.
Active and inactive
Inactive templates no longer appear to clients. Workflows already created from them continue to run — a copy was taken over.