---
title: "Agent templates"
url: "/agents/templates"
description: "Pre-built agents for common jobs, copied into your workspace and fully editable."
productArea: agents
audience: ["business-user"]
tags: ["agents"]
lastReviewed: 2026-09-11
---

# Agent templates (/agents/templates)





A template is a complete, working agent configuration for a common job. Choosing one copies it
into your workspace as a new agent — prompts, skills, guardrails, and where relevant a
[data table](/data-tables) already set up to capture what the agent collects.

Everything is editable after creation. The template is a starting point.

## Using a template [#using-a-template]

1. Select **Agents → New Agent**.
2. Choose **Templates** and browse the gallery.
3. Select one to see what it includes before creating.
4. Create it, then adjust the name, prompts and knowledge for your business.

You can also start from an agent template while browsing the [Marketplace](/marketplace) —
selecting **Install Agent** on a listing opens the same wizard with that template already chosen.

## What a template brings [#what-a-template-brings]

Depending on the template, some or all of:

* The four [core prompt files](/agents/core-prompt-files), already written
* A recommended model, with fallback models where the template sets them
* Attached [skills and tools](/skills-and-tools)
* [Guardrail](/guardrails) settings suited to the job
* A starting [escalation](/channels/handoff) setup and
  [activity display](/agents#activity-display) mode, where the template configures them
* A welcome message shown on the widget's opening screen, where the template provides one
* A [data table](/data-tables) with fields and agent permissions configured
* Starter [knowledge](/knowledge) documents — an outline for your business details, FAQs and
  escalation rules, with placeholders where your own details go

You get the same set whichever route you use: **Agents → New Agent**, the [Marketplace](/marketplace),
or asking Klic in chat.

<Callout type="warn">
  Templates that capture personal information come with field permissions already set so the agent
  can write personal data but never read it back. If you add fields of your own, apply the same care
  — see [data table permissions](/data-tables#permissions).
</Callout>

## After creating from a template [#after-creating-from-a-template]

A template does not know your business. Before publishing:

1. Fill in the placeholders. A template's starter documents carry markers like
   `{{CONTACT_NUMBER}}`, `{{EMAIL}}` and `{{OPENING_HOURS}}` where your own details belong, each
   under an **Action required** heading. Your business name is filled in for you; the rest a
   template cannot guess. Ask Klic to list what is outstanding, or open each document under
   **Knowledge**.
2. Rewrite the **IDENTITY** file so it describes your workspace, not a generic one.
3. Attach your own [knowledge sources](/knowledge).
4. Re-read the guardrails, particularly [answer mode](/guardrails/answer-modes).
5. Test in the agent's **Sandbox** tab.

<Callout type="warn">
  A placeholder left unfilled stays visible in the document, and an agent answering from it will
  quote the marker back to a customer. They are deliberately never blanked — an empty line reads as
  finished, where a visible marker tells you what is still missing.
</Callout>

## Related pages [#related-pages]

* [Agent creation wizard](/agents/creation-wizard)
* [Core prompt files](/agents/core-prompt-files)
* [Data tables](/data-tables)