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Templates give you a head start. Each one comes pre-configured for a specific use case — behavior, goals, outcomes, and recommended tools are already set up, so you just add your business details and go.
The templates section on the ConvoTool home dashboard

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Find templates

Templates live on your Home dashboard, below your existing agents. You can:
  • Search by name or tag to find a template quickly.
  • Browse by category — templates are grouped by purpose, such as sales, support, and operations.

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Preview before you use one

Hover a template card and click Preview to see a sample conversation showing how that agent behaves. If it fits, click Use this template to start building.

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Use a template

1

Pick a template

Click Use this on a template. It opens the create-agent wizard pre-filled with the template’s settings.
2

Add your business details

Fill in your company information and any template-specific fields. The template’s goals, outcomes, and recommended tools are already configured for you.
3

Customize and deploy

Adjust anything you like in the wizard, then deploy. Every setting remains editable later in Agent settings.
Some templates — such as Lead Qualifier and Booking Agent — add an extra Agent Config tab with settings tailored to what they do. See Template settings.

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Template vs. custom agent

Not sure which to pick? Start with a template — you can change any setting later. Templates save you time on setup without locking you in.

Next: Train your knowledge base

Make your agent smarter by adding your business content.