Starting from an agent template

Templates are pre-built agent configurations for common use cases. They give you a sensible voice, greeting, and instructions out of the box, so you can launch in seconds and customize from there.

When to use a template

• You want a fast, proven starting point instead of a blank form.
• Your use case is common — reception, bookings, lead capture, support.
• You'd rather edit than write from scratch.

How to use one

1. Open Agents → New agent.
2. Browse the template library and pick the one closest to your use case.
3. The form is pre-filled with a fitting greeting and instructions.
4. Edit the details to match your business — name, exact services, tone.
5. Click Save.

After applying a template

A template is a starting point, not a finished agent. To make it yours:

• Replace placeholder details (business name, services, hours) with your specifics.
• Connect your knowledge base so it answers from real facts.
• Set your transfer number and call rules.
• Run a test call and refine.

Tip: not sure which template fits? Pick the closest one, then use the AI prompt builder to tailor the instructions further.

Next step

Make sure it works before going live: testing your agent.