> ## Documentation Index
> Fetch the complete documentation index at: https://docs.moneypenny.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Start from a template

> Pick a ready-made agent from the template gallery, preview exactly what it does, and make it yours.

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](/building/build-with-ai), where you describe what you want in your own words.

## Create an agent from a template

<Steps>
  <Step title="Open the New agent dialog">
    On the **Agents** page, select **New agent**. A banner at the top shows the business profile your new agent will start off knowing — select **Edit** (workspace admins only) if anything in it has changed.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Use this template">
    **Use this template** creates the agent as a draft and drops you into the editor. Test it straight away on the [Test tab](/building/testing), then shape its [personality and voice](/building/personality-and-voice) and [journeys](/building/journeys) to fit your business.
  </Step>
</Steps>

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.

<Note>
  Anything a template lists as "still needed" never stops you testing your draft — nothing goes live until you [publish](/building/publishing).
</Note>

## If your workspace has no business profile yet

Every new agent starts off knowing your business, so if your workspace hasn't confirmed a business profile the New agent dialog asks for one first. A workspace admin can fill it in on the spot with **Fill in your business profile**, or at any time from [workspace settings](/workspace/settings). If you're not an admin, the dialog asks you to have an admin fill it in — though you can still choose **Build with AI** in the meantime.

## 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](/quickstart). 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.