What are Templates?
Templates define how your agents behave and respond to different situations. AyAgent provides pre-built templates for common use cases, or you can create custom templates tailored to your specific business requirements.
Templates include conversation flows, response patterns, knowledge base connections, and integration settings that make it easy to deploy agents quickly while maintaining consistency across your customer interactions.
Template Types
AyAgent offers two main types of templates to suit different needs:
- Customer Support
- Lead Generation
- Appointment Scheduling
- Order Processing
- FAQ Assistant
- Go to Templates in your dashboard
- Click "Create Template"
- Define conversation flows
- Add knowledge base connections
- Configure actions and integrations
Popular Templates
Here are some of our most popular pre-built templates that businesses use to get started quickly:
Perfect for businesses looking to automate their customer support while maintaining quality service standards.
Ideal for businesses wanting to automate lead qualification and capture more potential customers.
Great for service-based businesses like healthcare, consulting, and beauty services.
Customizing Templates
When selecting a template for your agent, consider the following factors for effective customization:
Template Selection Criteria
- Primary use case: Choose a template that aligns with your main business goal
- Industry specifics: Some templates are tailored for specific industries
- Customization needs: Consider how much you'll need to modify the template
- Integration requirements: Ensure the template supports your existing tools
Customization Options
Once you've selected a template, you can customize it extensively:
Template Customization Areas
Conversation Design
- Modify greeting messages and responses
- Adjust conversation flows and logic
- Set escalation triggers and conditions
Business Integration
- Connect to your knowledge bases
- Integrate with external APIs and tools
- Configure workflow automations
Template Management
AyAgent provides comprehensive tools for managing your templates:
Versioning and Backups
- Automatic version history for all template changes
- Ability to revert to previous versions
- Template backup and restore functionality
- Export templates for use in other environments
Sharing and Collaboration
- Share templates with team members
- Collaborative editing with change tracking
- Template marketplace for community sharing
- Import templates from other AyAgent users
Best Practices
Follow these best practices when working with templates:
- • Start with a pre-built template closest to your use case
- • Test template changes in a staging environment first
- • Keep templates simple and focused on specific goals
- • Document custom modifications for future reference
- • Regularly update templates based on user feedback
- • Use consistent naming conventions for template organization
Advanced Features
For more sophisticated use cases, AyAgent templates support advanced features:
- Conditional Logic: Create dynamic conversation flows based on user responses
- API Integrations: Connect to external services and databases
- Custom Variables: Use dynamic content based on user data
- Multi-language Support: Create templates for different languages
- A/B Testing: Test different template variations for optimization
Getting Started with Templates
Ready to start using templates? Here's how to get started: