Agent Templates

Agent templates are pre-built agent configurations that you can browse, preview, and import to your workspace. Use templates to quickly get started with proven setups for common use cases.

What are Agent Templates

Agent templates are ready-to-use agent configurations created by Odeus. They provide a starting point for common use cases, saving you time when setting up new agents. Each template includes pre-configured instructions, actions, capabilities, and model settings that you can customize after importing.

Templates help you:

• Get started quickly with proven agent configurations
• Learn best practices for structuring agent instructions
• Discover new use cases for agents in your organization

Templates are maintained by Odeus and updated regularly to reflect improvements and new capabilities.

Browsing the Template Library

Access the template library by navigating to Agents in the sidebar and clicking Templates. The library displays all available templates with their names, descriptions, and tags.

Search and Filter

The template library offers several ways to find the right template:

• Search: Use the search bar to find templates by name, description, or integration
• Tags: Filter by category tags like Sales, Marketing, HR, or Engineering to narrow down options
• Language: Switch between English and German templates using the language selector

Templates are sorted with featured templates shown first, followed by the most recently added.

Template Details

Click on any template card to open a detailed preview. The preview shows:

Configuration Overview

• Input Type: Whether the template uses a standard prompt input or a structured form
• Instructions: The full system instructions that guide the agent's behavior
• Conversation Starters: Pre-defined prompts users can click to start a conversation (for prompt-type agents)
• Input Fields: Form fields that collect structured information (for form-type agents)

Actions and Capabilities

• Built-in Capabilities: Features like web search, image generation, code interpreter, or canvas that are enabled
• Integration Actions: Connected tools the agent can use, such as creating tasks in project management tools or sending emails

Model Configuration

• The AI model the template uses
• Model description and provider information

Metadata

• Tags: Categories the template belongs to
• Integrations: Third-party tools the template works with
• Last Updated: When the template was most recently modified

Using a Template

From the template preview, you have two options:

Chat with Template

Click Chat with Agent to immediately start a conversation using the template. This lets you test the template without adding it to your workspace.

Duplicate to Workspace

Click Duplicate Agent to create a copy of the template in your workspace. This:

1. Creates a new agent in your workspace with all the template's settings
2. Opens the agent editor so you can customize it
3. Makes you the owner of the new agent

After duplicating a template, review and adjust the instructions to match your specific needs. Templates provide a solid foundation, but customization makes them more effective for your use case.

Permission Requirements

You need the Create Agents permission to duplicate templates to your workspace. If you don't have this permission, contact your workspace administrator.

Action Access

When duplicating a template, Odeus checks your access to the template's integrations and actions:

• Accessible actions: Actions you have permission to use are included in your copy
• Inaccessible actions: Actions you don't have access to are excluded, and you'll see a notification listing which actions were removed

If some actions aren't included, you can either:

• Ask your administrator to grant you access to the required integrations
• Set up alternative actions that accomplish similar goals

Customizing Your Copy

After duplicating a template, you're taken to the agent editor where you can:

• Rename the agent and update its description
• Modify the instructions to better fit your needs
• Add or remove actions and capabilities
• Attach your own knowledge sources
• Change the model or adjust creativity settings
• Configure sharing settings to control who can use the agent

Your copy is completely independent from the original template. Changes you make don't affect the template, and template updates don't automatically apply to your copy.

For detailed information on all configuration options, see Agent Configuration.