Templates

Build your AI Agent in minutes using MagicBlocks Templates — prebuilt with our $200M HAPPA Framework, Persona, Key Facts, and Knowledge. You can also create your own Agent and save it as a reusable Template for future use.

Overview

Templates in MagicBlocks are ready-made AI Agents built to help you go live faster.
They come fully equipped with:

A predesigned Journey using the MagicBlocks' HAPPA Framework for a conversion-ready conversation
Optimized Persona and Tone of Voice
Pre-defined Key Facts
Built Knowledge Base based on your website

When to Use

Use Templates when you want to:

Launch your AI agent instantly without building from scratch
Test proven conversation frameworks for your industry
Learn how expert-built Agents are structured
Create your own repeatable templates for different clients or websites

How It Works

Step 1 — Go to Agents → Create New → Quick Agent Setup

From your MagicBlocks workspace sidebar:

Click Agents.

Select Create New.

Choose Quick Agent Setup.

You’ll see the Select Your AI screen.

Step 2 — Drop Your Website URL

Input your website URL.
MagicBlocks will automatically crawl your site to extract key content for your Agent’s Knowledge base.

Step 3 — Select an Agent Type (Template)

Under Agent Type, select a template that fits your use case.
Each one includes a tailored journey, tone, and logic.

Template	Ideal For	Goal
All Purpose Agent – Call to Action	General business sites	Drive users to a main CTA (e.g., sign up, book a call)
All Purpose Agent – Collect Lead Info	Sales & support teams	Capture and qualify leads
Automotive Test-Drive Request	Car dealerships	Guide users to book test drives
Elective Medical / Aesthetic Clinic	Medi-spas, clinics	Capture consultation leads
Fertility / IVF Clinic Booking	Medical clinics	Qualify and book patient consultations
Financial Advisory Call	Financial planners	Schedule free consultations
Gym / Fitness Tour & Trial	Gyms & studios	Book trial sessions
Healthcare Booking	Healthcare providers	Book appointments
Higher-Ed / Course Enrollment	Education providers	Capture student interest
Home-Services Quote	Home service businesses	Provide quick service quotes
Hotel Booking	Hotels & resorts	Capture booking requests
Insurance Quote & Claims	Insurance providers	Quote and claims automation
Legal Consultation Intake	Law firms	Schedule free consultations
Mortgage Agent (US / AU)	Brokers & lenders	Generate and qualify mortgage leads
Moving Services Quote	Moving companies	Provide quotes and capture client info
Pet Grooming Booking	Pet service providers	Schedule appointments
Real Estate Agent	Realtors & agencies	Capture property and buyer leads
SaaS Product Demo	Software companies	Request product demos
Solar / Home Energy Quote	Solar providers	Collect quote requests
Travel Agent Quote	Travel agencies	Handle travel inquiries
Venue / Event-Space Booking	Event organizers	Capture event bookings

Each template includes a prebuilt Journey using HAPPA framework — Hook, Align, Personalize, Pitch, Action.

Step 4 — Click Create My AI Agent

Once selected, MagicBlocks automatically builds your Agent with:

Preloaded HAPPA conversation flow

Set Persona and tone

Built-in Key Facts and Knowledge

Your new Agent will appear under the Agents list.

Create and Save Your Own Template

You can also turn any of your Agents into a reusable Template — perfect for agencies or repeat builds.

Go to Agents and select an existing Agent.

On the right-hand panel, click Save as Template.

Fill out the template details:

Image: Add a logo or visual reference.
Name: Give your template a clear, descriptive name.
Tags: Organize by niche or use case (e.g., “Healthcare”, “LeadGen”).
Template Summary: Briefly describe what it does (max 250 chars).

Click Create Template.

Your custom template will now appear when you select 'Use Saved Template' when you're creating a new Agent.

Example

Building a Real Estate Sales Agent

Journey Block	Purpose	Example Interaction
Hook	Capture attention and greet visitors	“Hey there 👋 Looking for a property in a specific area?”
Align	Understand user’s intent or interest	“Got it! Are you buying, renting, or just exploring?”
Qualify	Gather essential Key Facts to segment the lead	“Can I ask your preferred location, budget range, and when you plan to move?”
Personalize, Pitch & Action	Recommend relevant listings and guide toward next step	“Based on your budget and location, here are some great options! Would you like me to connect you with an agent?”
Get in Touch	Capture contact details and trigger lead handover	“Great! What’s your best email or phone number so our property expert can reach out?”

You can duplicate, edit, or turn this into a custom template for new real estate clients.

Watch the video tutorial here:

FAQs

Q: Can I edit templates after creation?
Yes. Every template-generated Agent is fully editable — from Persona to Journey.

Q: What is the HAPPA Framework?
It’s MagicBlocks’ proven 5-stage conversational selling model:
Hook → Align → Personalize → Pitch → Action — optimized from $200M+ leads generated.

Q: Can I monetize templates?
Soon! The upcoming MagicBlocks Marketplace will let builders sell their Agent templates directly.

Agents: Create Your First AI Agent
Journey Blocks 101: How MagicBlocks Powers Smart Conversations
Persona: Define Your AI’s Voice
Knowledge: Feed Information to Your Agent
Actions: Setting Smart Automation