Understand AI templates

AI templates provide pre-configured behavior setups optimized for specific use cases such as:

• customer support

• sales

• technical support

• general assistance

Templates help businesses launch AI Agents faster without configuring everything manually from scratch.

Open the AI template selection

When creating an AI Agent:

1. Open your workspace

2. Start creating a new AI Agent

3. Review the available AI templates

Each template is designed for a different support or business workflow.

Available AI templates

Available templates may include:

• Customer Support

• Sales

• Technical Support

• Assistant

• Custom

Each template includes different default behavior and response styles.

Customer Support template

The Customer Support template is designed for:

• handling support questions

• troubleshooting

• order assistance

• customer communication

This template usually prioritizes:

• clarity

• consistency

• helpful guidance

It works well for ecommerce stores and SaaS support teams.

Sales template

The Sales template is optimized for:

• lead engagement

• product recommendations

• customer discovery

• conversion-focused conversations

This workflow is commonly used for:

• ecommerce storefronts

• lead generation

• product-focused support

Technical Support template

The Technical Support template is designed for:

• troubleshooting

• technical guidance

• onboarding assistance

• setup support

This template often performs best when connected to:

• documentation websites

• onboarding guides

• internal technical articles

Assistant template

The Assistant template is designed for more general-purpose workflows.

This may include:

• business assistance

• general Q&A

• internal knowledge support

• flexible conversations

It works well for broader AI experiences.

Custom template

The Custom template allows you to configure your AI Agent manually.

This is useful if:

• you want full control over instructions

• your workflow is highly specific

• default templates do not match your use case

Custom templates are commonly used for advanced workflows.

Customize templates later

After selecting a template, you can still customize:

• AI instructions

• AI settings

• conversation starters

• Human Handoff

• Users Capture

Templates are starting points, not permanent limitations.

Choose the right template

The best template depends on:

• your business type

• customer workflows

• support complexity

• conversation goals

Many teams start with a default template and refine it over time.

Next steps

• Choose the right AI model

• Configure AI settings

• Configure conversation starters