What comes with a template
A template ships the shape of a working agent, never the author’s account. Everything personal is stripped on the way out.
Install one
1
Pick it
From the library in the app, or from the marketplace page. A template can carry several agents that work together.
2
Place the agents
The board switches to placement mode. Tap a tile per agent. If you have no Box yet, Rerun claims one for you.
3
Run the guided setup
Most templates need to be connected to your own accounts, so the chat opens on a Start installation button instead of a message box.
The guided setup
Click Start installation and the agent runs its own install script. It:- introduces itself and says what it needs
- takes stock of its connectors and offers to set up the ones that are missing
- asks you for the values only you can give, one card at a time
- writes down what it learned
- runs one small end-to-end test on real data
- tells you what you can now ask for, and when its automations next run
The scheduled tasks and webhooks a template carries arrive switched off. They switch on when the setup completes, with their timers reset so nothing fires the second you install.