Using agent templates

You can start your agentic journey with a set of agent templates, available in the Agents page in Automation Suite.

An agent template comes preconfigured for specific tasks. It requires a minimum configuration to be executable in Studio, and you can modify it and tailor it to your specific needs. An agent template has:

• Predefined components – System prompts, activity tools with descriptions, starter evaluation sets.
  • Components are generic, not company or organization-specific.
  • Components are readily available in the agent definition. Some components (such as activities as tools) may need additional configuration, like creating the necessary connections in Integration Service.
• Components that require additional configuration – Context Grounding indexes, automations and processes as tools, custom escalations, and all affiliated descriptions (instructions for the agent).
  • These components are organization and tenant-specific.

To start using agent templates, take the following steps:

1. From the Agents page in Automation Suite, go to the Templates tab and select a template.

2. Select Use.

   You are redirected to a new agent project in Studio Web. The project contains a preconfigured agent with predefined prompts, input and output definitions, and tools.