# Flow Templates Section: Flows Description: You can automate your work even faster by using our flow templates. Ready-to-use templates are available for your adjustment in the Flows section. Verified against Tidio panel 12.331.0 Last updated: 2026-11-10 Source: https://help.tidio.com/articles/flow-templates/ You can automate your work even faster by using our flow templates. Ready-to-use templates are available for your adjustment in the Flows section. **In this article, you'll learn:** - [How to add and edit flow templates]() - [How to test out your flows]() [Video]() Silent walkthrough. Search Support Flows, preview a template, edit its first message and open the advanced editor without activating it. ## Flow templates Flow templates are pre-designed setups that you can quickly add and modify to your needs. Tidio offers a variety of pre-designed templates categorized by goals - inside the general **Flows** section: - **Sales Flows** - **Leads Flows** - **Support Flows** ![The Flows navigation with Sales Flows, Leads Flows and Support Flows]() If **Welcome to Flows** is available in your project, you can open it from the Flows menu to see a recommended starting flow. Not every project shows this tab. ![The Welcome to Flows screen with a recommended flow]() ### Navigating the templates You can see all the available templates when you access a specific list. You can use the **Search for template...** option if you know what you're looking for; you can also limit your view by using the sub-categories, filter and sorting options at the top: ![The Support Flows list with search and subcategory controls]() For example, you can select the communication channel where the template should work (live chat, Messenger, Instagram, WhatsApp): ![The template channel filter with all four supported channels]() Select one of the sub-categories and find proper use-cases more easily, with fresh, more professional designs. ![The support template subcategory tabs]() ... or sort the templates by relevance, popularity, recommendation, date added, or name: ![The template sorting menu]() ### Adding a template To add and activate a template, you first need to decide which one(s) you like. Find a template in one of the lists, e.g. the **Support Flows** list: ![The Support Flows navigation entry]() All of the relevant templates will be listed there in the form of tiles. Hover your mouse over a chosen template to see some more information - and click on the blue **Learn more** button: ![A template card with Learn more]() You'll see a new window where you can test the flow (as it would appear in your chat widget) by clicking on the **Test it out** button, or customize (and later activate it) by clicking on the blue **Use template** button. ![The template details window with Use template and Test it out]() When you choose **Use template**, templates with a setup wizard show basic customization options, such as message fields. Other templates open directly in the flow editor: ![The template customization screen with a message field and Activate]() 💡 Please note that some of the pre-made flows are available on Shopify only. If you select one of the Shopify-specific flows, the system will ask you to connect the flow with your Shopify store. From the setup wizard, click **Advanced editing** at the bottom to open the flow editor. If you have changed anything in the wizard, a warning explains that continuing will discard those changes. Click on each of the nodes you see on the editing map, and modify the texts to your preference: ![A flow message open in the advanced editor]() Remember to click **Activate** when finished to ensure the changes are saved, and your new flow is enabled. ## Testing out added flows To test out the flow you already added - head over to the **Flows** section and open the **My Flows** list. Click on the three dots menu on the right-hand side and choose the **Test it out** option (please note that the same option is available inside the flow editor directly): ![The My Flows options menu with Test it out]() You'll see a new window appear with the preview of your widget and flow (which will be triggered immediately). Your website visitors will see the widget and the flow in the same general way, so this is a great tool to try your new flow for yourself before making it available on your website. ![A flow preview showing a subscription prompt in the website widget.]() ## Requesting a template Can't find the flow you need? Click **Request a template** below the template list and describe what you want the flow to do. ## Further reading - [Adding a new Flow]() - [Flow editor: Conditions]()