What you’ll learn
- How to create an AI agent using a template
- How to configure the agent with a pre-defined template
Steps to Create an AI Agent from a Template
- Navigate to the AI agent page.

- Click the “Create AI Agent” button.
- Choose the mode: Simple or Agentic.
- For Simple agents, you will see the following templates:

- For Agentic agents, you will see the following templates:

- After selecting your desired template, you can modify prompts, tools, and other configurations.

More templates will be added in the future to expand your options.
Choose a Template Based on Your Needs
Select a template that closely matches your requirements for a more tailored experience.
Customize Prompts, Tools, and Configurations
Adjust the prompts, tools, and configurations to better suit your specific needs.
Conduct Thorough Testing
Ensure the agent functions as expected by conducting comprehensive tests.