Single prompt agentsCreating your agent

From Template

View as MarkdownOpen in Claude

Templates give you a proven starting point. Pick one that matches your use case, customize it, and you’re ready to go.

Getting There

1

Open Create Agent

From your dashboard, click the green Create Agent button in the top right.

2

Choose Start with Template

Select the second option in the modal.

Create agent modal
Creation method selection
3

Browse and Select

Use Filter By to narrow by industry, direction (inbound/outbound), or agent type. Click any template to select it, then hit Create.

Template selection screen
Template gallery

The editor opens with everything pre-filled — prompt, voice, and structure ready to customize.

What Templates Include

Each template comes with a complete starting point:

ComponentWhat You Get
Structured PromptRole, objectives, conversational flow, guidelines — all laid out in markdown sections
Voice SelectionA voice that fits the use case
Common ScenariosExamples of conversations the agent should handle
Best PracticesTips specific to that industry or use case

Templates follow the same markdown structure you’d use when building from scratch. This means the Prompt Section dropdown navigation works immediately — jump between sections like Role & Objective, Personality & Tone, and Conversational Flow.

Customizing Your Template

Templates are starting points. Always replace the placeholders with your specifics:

  • Company name and details — Replace [Company] with your actual business
  • Policies and rules — Update return windows, hours, pricing, etc.
  • Tone adjustments — Match the personality to your brand

Keep the structure. Templates are organized intentionally. Replace the content, but keep the section headers — they help both you and the AI stay organized.

What’s Next

Prompt Editor

Understand the editor and markdown sections

Test Your Agent

Validate before deploying