Using Agent Templates
Templates provide pre-configured agents for common use cases, saving you setup time.
Accessing Templates
- Go to Marketplace > Agent Templates
- Browse available templates
- 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:
- Modify System Prompt: Adjust personality and guidelines
- Update Variables: Replace placeholder values
- Add Functions: Connect to your systems
- Attach Knowledge Base: Add your documents
Template Best Practices
- Don't use as-is: Templates are starting points, not finished products
- Test thoroughly: Validate with real scenarios
- Iterate: Refine based on actual conversations
- Localize: Adapt for your language and culture
Creating Your Own Templates
Save successful agent configurations as templates for your team:
- Open your agent
- Click Save as Template
- Add description and tags
- Share with your workspace