Embed-Ready Templates

3 templates you can deploy in 5 minutes

Each template is designed to be embedded on your website. Import, publish, embed, done.

Lead Capture & Qualification

Sales

Collect leads, score them with AI, route hot leads to your CRM

What It Does

Collects visitor info via User Input node (name, email, company, budget)
AI Agent scores the lead based on configurable criteria
Condition node routes: hot leads get an immediate email + CRM API call
Cold leads get added to a nurture sequence via email
Display node shows the visitor a personalized thank-you message

Nodes Used

Start — entry point
User Input — collect lead data
AI Agent — score lead (1-10)
Condition — score >= 7?
API Call — push to CRM
Email — notify sales / send nurture
Display — thank-you message
End — finish

[Start] → [User Input: Name, Email, Company, Budget]
    → [AI Agent: Score Lead 1-10]
    → [Condition: Score >= 7?]
        → True:  [API Call: CRM] → [Email: Notify Sales] → [Display: "We'll call you!"] → [End]
        → False: [Email: Nurture Sequence] → [Display: "Thanks! Check your inbox."] → [End]

Embed Code (after publishing)

<iframe
  src="https://your-flowforge.com/embed/[TOKEN]"
  width="100%" height="500"
  style="border: none; border-radius: 12px;"
  allow="clipboard-write"
></iframe>

Support Ticket Triage

Support

Classify tickets with AI, auto-route by severity, send acknowledgments

What It Does

Visitor describes their issue + uploads a screenshot (optional)
AI Agent classifies: Bug, Feature Request, Question, or Billing
AI assigns severity: Critical, High, Medium, Low
Condition routes Critical/High to urgent email notification
API Call creates a ticket in your issue tracker
Display shows the visitor their ticket ID and expected response time

Nodes Used

Start — entry point
User Input — issue description + contact
Upload — optional screenshot
AI Agent — classify + set severity
Set Variable — store classification results
Condition — severity = Critical/High?
API Call — create ticket
Email — urgent alert + acknowledgment
Display — ticket ID + ETA
End — finish

[Start] → [User Input: Describe Issue, Email]
    → [Upload: Screenshot (optional)]
    → [AI Agent: Classify + Severity]
    → [Set Variable: category, severity]
    → [API Call: Create Ticket]
    → [Condition: Critical or High?]
        → True:  [Email: Urgent Alert to Team] → [Display: "Ticket #123 — response within 1 hour"] → [End]
        → False: [Email: Acknowledgment] → [Display: "Ticket #123 — response within 24 hours"] → [End]

Where to Embed

Help center / support page
Product dashboard (in-app support widget)
Knowledge base sidebar

Client Onboarding

Onboarding

Multi-step intake form, document upload, welcome email, team notification

What It Does

Step 1: Collect company info (name, industry, size, goals)
Step 2: Upload required documents (contract, logo, brand guidelines)
Step 3: AI generates a personalized onboarding checklist
Step 4: Email sends welcome message with checklist to client
Step 5: API call creates project in your PM tool
Step 6: Email notifies your team with all collected info
Display shows client a confirmation with next steps

Nodes Used

Start — entry point
User Input — company info (step 1)
Upload — documents (step 2)
AI Agent — generate checklist (step 3)
Email — welcome email to client (step 4)
API Call — create PM project (step 5)
Email — notify team (step 6)
Display — confirmation page
End — finish

[Start] → [User Input: Company Name, Industry, Size, Goals]
    → [Upload: Contract, Logo, Brand Guidelines]
    → [AI Agent: Generate Onboarding Checklist]
    → [Email: Welcome + Checklist to Client]
    → [API Call: Create Project in PM Tool]
    → [Email: Notify Team with All Info]
    → [Display: "Welcome aboard! Here's what happens next..."]
    → [End]

Where to Embed

Client portal / welcome page
Post-purchase confirmation page
Partner onboarding microsite

Deploy Any Template in 5 Minutes

Import

Go to Templates, find the template, click "Use Template" to create a new workflow.

Configure

Update API endpoints, email addresses, AI prompts, and form fields for your use case.

Test

Run the workflow in the editor. Check each node's output. Fix any issues.

Publish

Click Publish. Configure embed settings: allowed origins, theme, rate limits.

Embed

Copy the iframe snippet. Paste it into your website. Done.

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