Templates give you a proven starting point. Pick one that matches your use case, customize it, and you’re ready to go.
Getting There
Open Create Agent
From your dashboard, click the green Create Agent button in the top right.
Choose Start with Template
Select the second option in the modal. Browse and Select
Use Filter By to narrow by industry, direction (inbound/outbound), or agent type. Click any template to select it, then hit Create.
What Templates Include
Each template comes with a complete starting point:
| Component | What You Get |
|---|
| Structured Prompt | Role, objectives, conversational flow, guidelines — all laid out in markdown sections |
| Voice Selection | A voice that fits the use case |
| Common Scenarios | Examples of conversations the agent should handle |
| Best Practices | Tips specific to that industry or use case |
Customizing Your Template
Templates are starting points. Always replace the placeholders with your specifics:
- Company name and details — Replace
[Company] with your actual business
- Policies and rules — Update return windows, hours, pricing, etc.
- Tone adjustments — Match the personality to your brand
Keep the structure. Templates are organized intentionally. Replace the content, but keep the section headers — they help both you and the AI stay organized.
What’s Next
