--- title: "Templates" url: "https://help.magicblocks.ai/en/article/templates" language: "en" last_updated: "2026-03-18T08:04:49.722Z" --- # 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. [YouTube video](https://www.youtube.com/embed/oKJWR41_zgs) ## Overview Templates in [MagicBlocks](https://magicblocks.ai/hc) 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**.![2](https://export.supademo.com/renders/beiisl31il/out.png) Select **Create New**.![3](https://export.supademo.com/renders/yykeqqs8c6/out.png) Choose **Quick Agent Setup**.![4](https://export.supademo.com/renders/bq9twcf7me/out.png) You’ll see the **Select Your AI** screen. ### Step 2 — Drop Your Website URL Input your website URL.![5](https://export.supademo.com/renders/n1i0ojry0k/out.png) [MagicBlocks](https://magicblocks.ai/hc) 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.![7](https://export.supademo.com/renders/4u3v97cu8b/out.png) 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 Contact Info** | Sales & support teams | Capture and qualify contacts | | **Automotive Test-Drive Request** | Car dealerships | Guide users to book test drives | | **Elective Medical / Aesthetic Clinic** | Medi-spas, clinics | Capture consultation contacts | | **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 contacts | | **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 contacts | | **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**![10](https://export.supademo.com/renders/vsfrzru72p/out.png) Once selected, [MagicBlocks](https://magicblocks.ai/hc) 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.![11](https://export.supademo.com/renders/rbrfl3b2ux/out.png)![12](https://export.supademo.com/renders/hz3blujtua/out.png) On the right-hand panel, click **Save as Template**.![13](https://export.supademo.com/renders/zbi47d1z4s/out.png) 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**.![18](https://export.supademo.com/renders/s2bceuz9dd/out.png) 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 contact | “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 contact 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: [YouTube video](https://www.youtube.com/embed/8C3o-RTtq4g) ## 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+ lead generated.  **Q: Can I monetize templates?**  Soon! The upcoming **MagicBlocks Marketplace** will let builders sell their Agent templates directly. ## Related [Agents: Create Your First AI Agent](https://help.magicblocks.ai/en/article/creating-your-ai-agents)  [Journey Blocks 101: How MagicBlocks Powers Smart Conversations](https://help.magicblocks.ai/en/article/get-started-with-magicblocks-)  [Persona: Define Your AI’s Voice](https://help.magicblocks.ai/en/article/agents-persona)  [Knowledge: Feed Information to Your Agent](https://help.magicblocks.ai/en/article/knowledge-overview)  [Actions: Setting Smart Automation](https://help.magicblocks.ai/en/article/setting-smart-automation-with-actions)