Ready-made agent templates

Create Receptionist, Sales and Support agents with prepared instructions and suitable skills.

How it works

1. 01

   Individual template

   Individual template. Choose a role, review the prepared unsaved editor, select a valid model connection/model ID and adapt the business facts before publishing that agent.

2. 02

   Ready team

   Ready team. The team option creates separate Receptionist, Sales and Support agents with linked peer assignment targets. Receptionist handles initial direction, Sales handles sales enquiries and qualification, and Support handles service requests and escalation.

3. 03

   Skills and data

   Skills and data. Templates include relevant permitted contact/tag, internal-note and close behaviors; the Sales role can use qualification/lifecycle settings. Review any starter tags and stage definitions introduced by the template.

4. 04

   Customize

   Customize. Add only the knowledge and connected actions needed by that business. A generic template has no live inventory, school information or store credentials of its own.

5. 05

   Routing

   Routing. Creating agents does not replace existing inbox routing or automatically send customer messages. Publish and test the agents, then configure the workflow or assignment entry point. A standalone template cannot assume peer agents exist.

What to verify