Agent templates
Start from a pre-built template instead of a blank agent to get a tested starting prompt and sensible defaults for common support roles.
When you create an agent, you can start from a template instead of a blank slate. A template gives you a tested starter prompt and sensible defaults so you're not staring at an empty editor.
What a template provides
- A starter prompt — opening instructions tailored to the role, ready to refine.
- A suggested identity — a name, avatar, and color you can change.
You still complete the setup flow, so you choose the tools and knowledge that fit your workspace.
Internal agent templates
Templates for agents that help your team, covering common roles such as:
- Support triage
- Refund handling
- Escalation for high-value customers
- Sales lead qualification and quote follow-up
- Scheduled digests and standups
- Team onboarding
Chat agent templates
Templates for agents that answer your customers in the chat widget, such as:
- Storefront support concierge
- Order status assistant
- Product Q&A
Templates are a starting point
A template just pre-fills the prompt and identity. Treat it as a draft to shape — adjust the persona, tools, and knowledge to match your business before you publish.
Next steps
Tool approvals
Add a confirmation gate before sensitive tools run, so a person reviews and approves the agent's proposed action before it executes.
Procedures
Give agents reusable, step-by-step playbooks for specific situations like refunds or cancellations, selected automatically from the conversation.