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Templates are ready-made agents — a working set of journeys for a common job, like answering out-of-hours calls or taking bookings. Starting from one gives you a working draft in a couple of clicks, and you can change anything about it afterwards in the agent editor. It’s one of the two ways to create an agent; the other is Build with AI, where you describe what you want in your own words.

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Create an agent from a template

1

Open the New agent dialog

On the Agents page, select New agent. A line at the top — Using your business profile: followed by your business name, sector and opening hours — shows what your new agent will work from. It’s for reference only; every agent reads the profile on every call, and you edit it in Settings.
2

Choose Start from a template

The dialog offers two paths: Build with AI (recommended) and Start from a template — “Pick a ready-made setup and change anything afterwards.” Choosing the template path opens a gallery of templates matched to your sector, each showing its name and what it achieves.
3

Preview a template

Select a template to see what the agent will do, point by point, and anything still needed after you’ve tested it — an app to connect, say, or a number to route calls to. Keep browsing takes you back to the gallery.
4

Use this template

Use this template creates the agent and drops you into the editor, with the template’s “still needed” items waiting as the first entries on the to-do list in the To do panel. Test it straight away from the Test agent drawer, then shape its personality and voice and journeys to fit your business.
If no templates are published for your sector yet, the gallery says so — and Build with AI instead, just below the gallery, is always one click away.
Anything a template lists as “still needed” never stops you testing — and no real caller reaches the agent until you give it a phone number.

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If your workspace has no business profile yet

Every agent reads your business profile on every call, so if your workspace doesn’t have one yet the New agent dialog says so instead of offering the template gallery. A workspace admin gets two choices: Build with AI — your new agent asks about your business as you go — or Open business profile, which takes you to Settings to fill the profile in first. If you’re not an admin, the dialog asks you to have an admin fill it in from Settings, and you can still choose Build with AI in the meantime.

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Templates during setup

You’ll also meet the template gallery the first time you sign in, as the “Pick a ready-made setup for your business” step of the setup wizard. That version is a full page: a search box, a Your sector filter, and a Recommended for your business section that leads with the closest matches. The preview and Use this template work exactly the same way.