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Agents user guide

Last updated Apr 15, 2026

Using agent templates

You can start your agentic journey with a set of agent templates, available in the Agents page in Automation Suite.

An agent template comes preconfigured for specific tasks. It requires a minimum configuration to be executable in Studio, and you can modify it and tailor it to your specific needs. An agent template has:

  • Predefined components – System prompts, activity tools with descriptions, starter evaluation sets.
    • Components are generic, not company or organization-specific.
    • Components are readily available in the agent definition. Some components (such as activities as tools) may need additional configuration, like creating the necessary connections in Integration Service.
  • Components that require additional configuration – Context Grounding indexes, automations and processes as tools, custom escalations, and all affiliated descriptions (instructions for the agent).
    • These components are organization and tenant-specific.

To start using agent templates, take the following steps:

  1. From the Agents page in Automation Suite, go to the Templates tab and select a template.

  2. Select Use.

    You are redirected to a new agent project in Studio Web. The project contains a preconfigured agent with predefined prompts, input and output definitions, and tools.

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