Create from Template

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What you get

• Industry expertise: Templates built with best practices for specific industries
• Pre-built workflows: Ready-to-use conversation flows and decision trees
• Optimized responses: Tested and refined response patterns
• Quick deployment: Get your Agent up and running in minutes
• Customization flexibility: Modify any aspect to match your specific needs

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Perfect for

• Quick start: When you need to deploy an Agent quickly
• Industry standards: When you want to follow proven patterns for your industry
• Learning: When you want to understand how successful agents are structured
• Consistency: When you want to maintain consistent quality across multiple agents
• Time constraints: When you have limited time for Agent development

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Step-by-step creation process

1

Select template and preview

In the Create Agent section, browse through the available templates and click See Preview on the template card you want to explore.

2

Review template details and video demonstration

View the template details including name, description, and tools used in the template.

Utilize the video demonstration to gain insights into the template’s capabilities and conversation flow.Video Content:

• Building Process: Provides a step-by-step guide on constructing the template.
• Functionality Demonstration: Illustrates the template in action.
• Best Practices: Explains the rationale behind template design decisions.

3

Test interactive Agent

Interact with the live chatbot widget to test the template’s capabilities and conversation flow.

Interactive testing:

• Live interaction: Chat with the template to see how it responds.
• Functionality testing: Test different conversation scenarios and edge cases.
• Response evaluation: Assess the quality and relevance of template responses.

4

Review step-by-step guide

Read the comprehensive step-by-step setup guide for implementing the template.

Setup guide includes:

• Implementation steps: Detailed instructions for setting up the template
• Configuration details: How to customize the template for your needs
• Best practices: Recommendations for optimal template usage
• Troubleshooting: Common issues and solutions

5

Use template and create Agent

After reviewing the template details and testing the preview, click Use Template to create your Agent.

Agent creation:

• Template applied: Your Agent is created with all template configurations
• Ready for customization: Agent is ready in the canvas for further modifications
• Immediate functionality: Agent works immediately with the template’s pre-built workflows