Using Agent Templates

Templates provide pre-configured agents for common use cases, saving you setup time.

Accessing Templates

1. Go to Marketplace > Agent Templates
2. Browse available templates
3. Click Use Template to create an agent

Available Templates

Customer Support

Pre-configured for handling:

• Product inquiries
• Order status checks
• Return/refund requests
• FAQ responses

Sales Outreach

Optimized for:

• Lead qualification
• Product demos scheduling
• Follow-up calls
• Objection handling

Appointment Booking

Built for:

• Scheduling appointments
• Sending confirmations
• Handling reschedules
• Reminders

Survey Collection

Designed for:

• NPS surveys
• Feedback collection
• Market research
• Post-call surveys

Customizing Templates

After using a template:

1. Modify System Prompt: Adjust personality and guidelines
2. Update Variables: Replace placeholder values
3. Add Functions: Connect to your systems
4. Attach Knowledge Base: Add your documents

Template Best Practices

1. Don't use as-is: Templates are starting points, not finished products
2. Test thoroughly: Validate with real scenarios
3. Iterate: Refine based on actual conversations
4. Localize: Adapt for your language and culture

Creating Your Own Templates

Save successful agent configurations as templates for your team:

1. Open your agent
2. Click Save as Template
3. Add description and tags
4. Share with your workspace