πŸ†•Templates

Overview

AI assistant, agent, and use case templates can be deployed without requiring domain-wide updates. To request a specific template for your domain, contact your Account Management team.


Using a Template

Navigate to the list of available templates and choose the one you want to use.

Review the Template

Click on the template to view detailed information about its configuration and features.

Apply the Template

Click the Use Template button. You will be redirected to the Create Assistant/Agent configuration menu.

Customize the Configuration

The configuration fields will be pre-populated with the template's default settings. Edit these fields as needed to match your requirements.

Connect to a Knowledge Base

To activate your assistant or agent, you must connect it to the appropriate files and resources for the Assistant’s Knowledge Base. This step ensures it integrates seamlessly with your domain information.

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