Agents
Agent templates
Pre-built agents for common jobs, copied into your organization and fully editable.
A template is a complete, working agent configuration for a common job. Choosing one copies it into your organization as a new agent — prompts, skills, guardrails, and where relevant a data table already set up to capture what the agent collects.
Everything is editable after creation. The template is a starting point.
Using a template
- Select Agents → New Agent.
- Choose Templates and browse the gallery.
- Select one to see what it includes before creating.
- Create it, then adjust the name, prompts and knowledge for your business.
What a template brings
Depending on the template, some or all of:
- The four core prompt files, already written
- A recommended model
- Attached skills
- Guardrail settings suited to the job
- A data table with fields and agent permissions configured
Templates that capture personal information come with field permissions already set so the agent can write personal data but never read it back. If you add fields of your own, apply the same care — see data table permissions.
After creating from a template
A template does not know your business. Before publishing:
- Rewrite the IDENTITY file so it describes your organization, not a generic one.
- Attach your own knowledge sources.
- Re-read the guardrails, particularly answer mode.
- Test in the Widget Sandbox.