From Template
Templates give you a proven starting point. Pick one that matches your use case, customize it, and you’re ready to go.
Step 1: Choose Start with Template
From your dashboard, click the green Create Agent button in the top right, then select Start with Template.
Step 2: Browse and Select a Template
Browse the template gallery and pick one that matches your use case. Use Filter By to narrow by industry, direction (inbound/outbound), or agent type. Click any template to select it, then hit Create.
Step 3: Customize Your Template
The editor opens with everything pre-filled — prompt, voice, and structure ready to customize.
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.
Step 4: Test Your Agent
Click Test Agent in the top-right to start a test call.
You can test your agent in three ways:
- Web Call — talk to your agent through your browser microphone
- Telephony Call — enter a phone number and get a call from your agent
- Chat — text-based conversation with your agent
Talk through a few scenarios — ask a normal question, ask something unexpected, and interrupt mid-response. Listen for clarity and that the agent follows your guidelines.
