Browse documentation

Agent templates

Start from a ready-made agent instead of building one from scratch.

A template is a pre-built agent: it already has a model, instructions, tools, and skills chosen for a particular job. Starting from one is the fastest way to get a useful agent, and you can adjust everything afterward.

Open the template picker

  1. In the left sidebar, open Settings, then under Agent select Agents.
  2. Click the arrow next to the New button and choose Browse templates.

If the workspace has no agents yet, the empty state offers the same two paths: Browse templates or Create from scratch.

The New split button open, showing Create from scratch and Browse templates.
Open the New menu and choose Browse templates.

Choose a template

The Choose a template dialog lists templates grouped by area. Use the search box to filter by name, description, persona, or tag. The groups you may see include:

  • General
  • NAV & Reconciliation
  • Analytics & Research
  • Compliance & Regulatory
  • Cash & Liquidity
  • Fund Lifecycle
  • Data Management
  • Investor Services
  • Internal Operations

Select a template on the left to preview its details on the right: its Model, Skills, Tools, System Prompt, and Examples of Requests. This is the best way to understand what the agent is set up to do before you commit.

The Choose a template dialog with templates grouped by area on the left and a selected template's Model, Skills, Tools and System Prompt on the right.
The Choose a template dialog: browse by area, then preview what each template includes.
The in-app picker is the source of truth for which templates exist. The list can grow over time, so treat the groups above as a guide rather than a fixed catalog.

Create the agent from a template

With a template selected, click Use template. This opens the agent editor pre-filled with the template's configuration.

The template dialog footer with Cancel and Use template buttons.
Click Use template to open the editor pre-filled with the template's setup.

From here you can:

  • Rename the agent and rewrite its Description.
  • Adjust the Instructions to match your workspace.
  • Change the Model, Temperature, or Thinking effort.
  • Add or remove Tools and Skills.
  • Bind a Vault if the agent uses connectors that need credentials.

Try it in the Preview panel, then click Save. The saved agent is independent: later changes to the template do not affect it.

Where to go next