Skip to content
SSummonMind
Build your agent

Templates

Start from an agent made for your industry: find it, copy it into your workspace in one click, and make it yours.

1 min readAbout the Agent Builder →

What you need first

  • Room for one more agent on your plan — a copied template is an agent like any other.
On this page
  1. Find a template
  2. Copy it into your workspace
  3. Make it yours

Find a template#

  1. Step 1: Open Agents, press New agent and choose Use a template

    The Choose a template page opens.

  2. Step 2: Look under your industry first

    Templates are grouped as For your industry (…) — the business type you chose at setup — then For every industry, then Other industries. Search templates... and the industry chips narrow the list.

Copy it into your workspace#

Press a template's card (Use template). It is copied straight away — there is no preview step — and the copy opens as a new agent named after the template.

Copied
The agent's description, language, tone, welcome message and guidelines, and its workflow — as a draft, not yet published.
Not copied
Knowledge, the widget's look and any database connections. Those are yours to add.

Good to know: Each template can be copied once per workspace. Its card then shows Your copy, and pressing it (Open your copy) opens the agent you already have.

Depends on your plan: The copy counts toward the number of agents your plan allows. Compare plans.

Make it yours#

  1. Step 1: Rename it

    On Agents, open the card's ⋯ menu and choose Edit Basic Info.

  2. Step 2: Teach it your business

    Add your documents, website and FAQ on Train Agent — see Build your first agent.

  3. Step 3: Check the workflow

    Open it from Workspace. Point the business steps at your own setup: the campaign in Lead Capture, the pool in Human Handoff, and so on.

  4. Step 4: Test and publish

    Run Test Chat, then Publish — see Workflows.

Related guides

Something here does not match what you see, or did not answer your question? Tell us — or look through the FAQ.