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Platform · Workflow Templates

Start from a workflow that already works.

Skip the blank canvas. Your AI receptionist starts from a ready-made workflow with the call basics already in place, a guided setup fills in your business details, and you shape the rest by drag and drop.

Ready-made workflows and building blocks
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Ready-made AI Receptionist · Guided setup · Edit anything by drag and drop

Choosing a workflow template

The short answer

What are Frontly workflow templates?

Frontly workflow templates are ready-made call workflows and building blocks for your AI receptionist. Every new account starts with a ready-made AI Receptionist agent, and the Templates button in the workflow editor adds workflows for common call jobs, such as booking appointments, putting callers through to your team or taking after-hours messages. Each one is a starting point you edit freely in the drag-and-drop editor.

The problem

A blank canvas is the slowest place to start

Designing a call flow from nothing means deciding how to greet, what to ask, when to read details back and what to do when the AI does not know the answer. Get one of those wrong and callers notice straight away.

Frontly's templates come with those fundamentals in place, so your time goes on what is specific to your business.

A ready-made AI Receptionist from day oneTemplates for common call jobsBuilding blocks for any workflowA guided setup in a few questions

From day one

Your AI Receptionist is ready from the start

Every new account starts with a ready-made AI Receptionist agent with your business name filled in, plus example knowledge-base articles for opening hours, location and parking, services, and prices and payment. The articles stay switched off until you edit them, so a caller never hears placeholder text.

  • A working receptionist agent on a new account
  • Example articles to fill in, not write from scratch
  • No placeholder text read to a caller

A ready-made AI Receptionist

Fundamentals built in

The call basics, already done right

Every template is built from what live calls taught us. Callers hear an instant greeting, are asked one question at a time, and hear important details read back. When the AI does not know, it says that one is for the team and takes a message instead of guessing.

  • An instant greeting, with no dead air
  • One question at a time
  • Callback numbers and details read back
  • A message taken instead of a guess

Call basics built into every template

Pick the job

Start from the job you need done

The Templates button in the workflow editor offers ready-made workflows for the calls most businesses get: booking, moving and cancelling appointments within your opening hours, putting callers through to your team after asking them first, and taking messages after hours.

  • Appointments offered only within your opening hours
  • Callers put through once a team member says yes
  • After-hours messages with the callback number read back
How putting callers through works

The Templates button in the workflow editor

Building blocks

Add a capability with one block

Building blocks add a single capability to any workflow: take a message, move or cancel a booking, play a recording notice, capture the call outcome, or send the caller an email or a text with the details read back first. Drop one in instead of building the step yourself.

  • Drop a block into any workflow
  • Each block follows the same call basics
  • Emails spelled back and numbers read back before sending

Adding a building block

Set up with guide

Answer a few questions, get a working workflow

Choose Set up with guide and answer a few short questions: your company name, the agent's name, its tone, your opening hours and a little about your business. For a workflow that puts callers through to your team, it also asks who they should reach.

  • A few short questions, no code
  • Your details placed into the workflow for you
  • Ready to test in your browser

The guided setup questions

Make it yours

Every word stays yours to change

A template is a starting point, not a lock-in. Change any wording, add a branch, remove a step or combine building blocks on the drag-and-drop canvas, then test it in your browser before a caller hears it.

  • Edit any template freely
  • Combine blocks to fit your call flow
  • Test before you go live
See the workflow builder

Editing a template on the canvas

How it works

From template to live receptionist

1

Pick a template

Start from your ready-made AI Receptionist, or pick a workflow for the call job you need.

2

Answer the guided questions

Add your company name, agent name, tone, opening hours and business details.

3

Edit and test

Change anything on the drag-and-drop canvas and test the call in your browser.

4

Go live

Switch the workflow on and your AI receptionist starts answering with it.

Envision it in your business

Where a template saves the most time

Start from the job, then add what is specific to your business.

Your first AI receptionist

Answer questions from your own information and take messages, starting from the ready-made agent.

Booking by phone

Book, move and cancel appointments within your opening hours, using your services and their durations.

Putting callers through

Ask a team member first, connect only on a yes, and take a message if nobody can take the call.

After-hours messages

Take every after-hours message with the callback number read back, ready for the morning.

CUSTOMISE FOR YOUR INDUSTRY

The industries where it matters most

The industries where this changes the most calls, and why their phones are different.

Small business answering service

You are the owner, the operator, and the switchboard, and only one of those pays.

See the industry page

Dental virtual receptionist

A missed call is an empty chair, and recalls only happen if somebody actually makes them.

See the industry page

After-hours answering service

Calls keep coming after you close, and an on-call roster is an expensive way to catch them.

See the industry page

Virtual receptionist

Every business needs the phone answered professionally, whatever it sells.

See the industry page

FAQ

Frequently asked questions

No. Every new account starts with a ready-made AI Receptionist agent with your business name filled in, and the workflow editor offers templates for common call jobs. You edit the wording and rules to suit your business instead of starting from a blank canvas.

Templates already handle the call basics live calls showed matter most: an instant greeting, one question at a time, important details read back, and a message taken instead of a guess. Your time goes on what is specific to your business rather than on getting the fundamentals right.

Frontly's templates are built around call jobs rather than industries: answering questions, booking appointments, putting callers through and taking messages. You add your own services, questions and rules, so the same templates work for any business.

Yes. A template is a starting point you edit freely on the drag-and-drop canvas. Change any wording, add or remove steps, and drop in building blocks, then test the call in your browser before it goes live.

A building block adds one capability to a workflow, such as taking a message, moving or cancelling a booking, playing a recording notice or texting the caller with the number read back first. You drop it into any workflow instead of building that step yourself.

Set up with guide asks a few short questions: your company name, the agent's name, its tone, your opening hours and a description of your business. For a workflow that puts callers through to your team, it also asks who callers should reach.

No. The example knowledge-base articles for opening hours, location and parking, services, and prices and payment start switched off. You edit them with your own details and switch them on when they are ready, so a caller never hears placeholder text.

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