---
title: "Automation templates"
slug: "automation-templates"
updated: 2026-10-14T11:23:16Z
published: 2026-10-14T11:23:16Z
canonical: "docs.voiso.com/automation-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiso.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation templates

**Who should read this article**: Administrators

Start a new Automation from a ready-made template, or save your own Automations as templates to reuse them.

## Introduction

An **Automation template** is a reusable blueprint for an Automation. A template **never runs** and never sends messages. To use it, you turn it into an Automation, then add your own values.

Templates are on the **Automation templates** tab of **Automation > Workflow studio**.

## Default templates

Every contact center starts with three default templates:

| Template | Trigger | Conditions | Action |
| --- | --- | --- | --- |
| **WhatsApp confirmation on wrap-up** | Dialer call ended | Wrap-up code | Send a WhatsApp message |
| **SMS follow-up on disposition** | Dialer call ended | Disposition | Send an SMS |
| **Voicemail → WhatsApp follow-up** | Dialer call ended | Wrap-up code **and** `redial_scheduled` equals `false` | Send a WhatsApp message |

              Important

              

A template gives you the shape of an Automation, not a working Automation. Before it can run, you must choose:

- the **campaigns** it covers
- the **wrap-up code** or **disposition** to match. Voiso does not know the names of your codes.
- the **WhatsApp template**, or the **Sender ID** and the SMS text

### Voicemail → WhatsApp follow-up

This template sends a WhatsApp message when a call reaches voicemail, but **only if the dialer will not call the number again**. The rule `redial_scheduled` equals `false` is already filled in for you. If the dialer has a redial scheduled for the number, no message is sent. This way, a customer does not receive a "we tried to reach you" message and then a call a few minutes later.

You still need to select your own voicemail wrap-up code.

## Create an Automation from a template

You can start from a template in two ways.

**From the Workflows tab:**

1. Click **Add workflow**.
2. Enter a **Workflow name**, select **Automation**, then click **Next**.
3. Select **Start from a template**, pick a template, then click **Next**.

**From a template you are editing:**

1. On the **Automation templates** tab, open a template.
2. Click **Save as a workflow**.
3. Enter a **Workflow name**, then click **Save & open workflow builder**.

Voiso creates a new Automation from the template. The template itself does not change. Complete the Automation and switch it on, as described in [Creating an Automation](/docs/creating-an-automation).

## Template mode

When you open a template, the Workflow builder is in **template mode**:

- A **Template mode** label appears next to the name.
- A banner reminds you that this is a blueprint, not a live workflow, and will not run.
- The save button is called **Save template**.

This helps you tell templates and live Automations apart while you work.

## Add your own templates

**Save an Automation as a template:**

1. Open an Automation in the Workflow builder.
2. Click **Save as a template**.
3. Enter a **Template name** and, if you want, a **Description**.
4. Click **Save & open template builder**.

Voiso copies the Automation to **Automation templates** and opens the copy. Your Automation keeps running without changes.

**Build a template from scratch:**

1. On the **Automation templates** tab, click **Add template**.
2. Enter a **Name** and, if you want, a **Description**.
3. Click **Save & open template builder**.

## Manage templates

Click the **⋮** menu on a template card to:

- **Clone** — make a copy of the template.
- **Rename** — change the template's name and description.
- **Delete** — delete the template. Voiso asks you to confirm.
- **Reset to default** — available only for default templates that you have changed (see below).

You can clone, rename, and delete any template, including the default templates.

              Important

              

If you delete a default template, you cannot get it back.

### Reset to default

**Reset to default** returns a default template to exactly how it was first provided, including its original name. It appears only when a default template has been changed, for example renamed or edited.

- Everything you changed in the template is removed. Voiso asks you to confirm first.
- Automations that you already created from the template do **not** change.
- **Reset to default** is not available for templates you created, or for copies of default templates that you made with **Clone**.
- If another template already has the original name, the reset is stopped. Rename that other template, then try again.

              Tip

              

To keep your changes, **Clone** the template first, then reset the original.

## Related articles

- [Automations overview](/docs/automations-overview)
- [Creating an Automation](/docs/creating-an-automation)
- [Trigger node](/docs/automations-trigger-node)