Use agent templates in Genie Agent Studio

Agent templates are pre-built agents that address the most common sales workflows, such as competitive intelligence, prospect research, and RFP responses. Instead of building an agent from scratch, you can add a ready-made template in a single click and then customize its instructions, tools, and content scope to make it your own. This helps you roll out proven, high-value agents to your sellers quickly and consistently.

See how it looks

Key features

• Add a ready-to-use agent with a single click
• Start from pre-built templates that cover common sales workflows
• Customize a template's instructions, tools, and content scope to match your business
• Publish a template-based agent to your sellers in minutes

You need this to succeed

Note: Genie capabilities depend on your organization's AI Bundle tier:

• Professional tier includes chat, vision intelligence, conversation starters, and the company content agent.
• Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent.
• Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

The quick way

1. Navigate to Admin Settings, click Genie, and select Agent Studio.
2. Click the Templates tab.
3. Select a template to review it, then click Use template.
4. Customize the agent's Details, Tools, and Content.
5. Click Publish.

Do this step by step

Adding an agent from a template gives you a fully configured starting point. You then adjust it to fit your products, content, and sellers before publishing.

Note: Adding a new agent from a template requires the Expert AI Bundle. On the Professional and Advanced tiers, you can edit your included default agents (such as the Company content agent), but you cannot add new template-based agents.

Navigate to the Templates tab

1. In the Admin App, click the gear icon to open Admin Settings.
2. Scroll to Genie in the left side menu and select Agent Studio.
3. Click the Templates tab at the top of the page.
4. Optional. Use the search bar, the Sort by menu, or the grid and list view icons to browse the available templates.

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Explore the available templates

Each template comes with a pre-written description, agent instructions, and a recommended tool and content configuration. Use the table below to choose the template that best matches the workflow you want to support.

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Add an agent from a template

1. On the Templates tab, click the template you want to use to open its description.
2. Click Use template, or click Cancel to go back to the list of templates.
3. Review the template's name, description, and agent instructions on the Details tab.
4. Click Publish to make the agent available to your users.
5. In the pop-up, click Publish to confirm that any admin can edit the agent once it’s published.
6. Or click Cancel in the pop-up or Close in the builder to maintain it as a draft. Your changes save automatically. The draft will appear in the Agents tab under the Draft section.

Tip: You can also start from a template when creating an agent from the Agents tab. Click Create new, select a template, and click Create.

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Customize and publish an agent

A template is a starting point, so review each tab and adjust the configuration to match your business before publishing.

1. Open a template.
2. On the Details tab, update the Name, Description, and Agent instructions as needed.
3. On the Tools tab, enable or disable the tools the agent can use, such as:
   • LLM general knowledge
   • External sources
   • Web search
   • Salesforce
   • MCP Connectors
4. On the Content tab, set the sharing, boost, and filter options that scope the agent's knowledge base.
5. Click Publish to make the agent available to your users. 
6. In the pop-up, click Publish to confirm that any admin can edit the agent once it’s published.

Note: For detailed guidance on configuring an agent's details, tools, and content, see Create and edit Genie Assistant agents.

Once published, you can reorder the agent, set it as the default, or control which users and user groups can access it.

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Configure the Company Research template

The Company Research template has a Configuration tab where you control the sections of the research brief sellers get. For each section, review, update, or write the instructions Genie follows and choose where it appears.

1. Open the Company Research agent and click the Configuration tab.
2. Click a section to open it, or click Add section to create one.

3. Update the section:

   • Heading: the section name sellers see.
   • Instructions: what Genie researches and how it writes the section, up to 2,000 characters.
   • Show in brief: Includes the section in the full brief, which sellers can download as a PDF.
   • Show in overview: shows the section on the Overview tab and the research card in chat.
   • Show as tab: gives the section its own tab in the detail panel.

   New sections show in the brief and as a tab by default.

4. Click Done.
5. To reorder sections, drag the six-dot handle.
6. To remove a section, hover over it and click the trash icon, then click Remove to confirm.
7. Click Preview to test the brief in the Genie panel, then click Publish.

Note: The Executive Summary section is based on the other sections. If you turn off or remove sections, the summary has less to draw from.