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Templates Library

The Templates library is a collection of ready-made guideline prompts. Use one to start a new AI agent, or import one into an existing agent’s Guidelines.
The sidebar entry and the Cmd/Ctrl+K search result are labelled Prompt Templates. The page it opens, and the drawer you open from an agent, are titled Templates. The import button inside an agent reads Import Template.

Centralised Quality

Start from proven guideline prompts instead of a blank page.

Rapid Iteration

Start an agent from a template, then adjust its Guidelines to fit your business.

Popularity

See how often each template has been imported, and sort by the most imported.

1. Navigate to Library → Prompt Templates

Prompt Templates is not in the default sidebar. There are two ways to open it:
  • Search for it. Press Cmd/Ctrl+K, type templates and press Enter to open Prompt Templates.
  • Add it to your sidebar. Click Customize sidebar at the foot of the sidebar (an icon in the collapsed sidebar), search for templates, switch on Prompt Templates and select Save Changes. It then appears as Library → Prompt Templates. Library is a section heading, not a link, and it only shows while the sidebar is expanded.
See Navigating Studio for more on search and sidebar customization. Each card shows the template’s name, an N imports count (large numbers are abbreviated, for example 1.2K), a one-line excerpt of the prompt, and its tags, including industry and call direction. A description is shown when the template has one. Templates published by SquawkVoice carry a System badge.
Templates are read-only for account users. You can browse, preview, import and start agents from them, but you can’t create, edit or delete them. If the library is empty, the page shows No Published Templates.

Finding a template

The library is organised around an industry rail down the side — pick an industry to narrow the list, or choose All templates to see everything — plus:
  • A call direction filter with three buttons: Inbound, Outbound and Inbound & Outbound. Only options that have matching templates are shown, and clicking the selected option again clears it.
  • A sort dropdown: Most imported (the default), Name (A–Z) or Recently updated.
  • Paging, rather than one long list. Choose 12, 24 or 48 templates per page.
  • Search that matches a template’s name, description and tags, plus the start of the prompt (roughly its first 500 characters). A phrase from deeper inside a long prompt won’t match.
  • A Clear button, shown while a search or filter is active, to reset them.
Your search, filters and sort order are kept in the page address, so you can share a filtered view as a link.

Previewing a template

Click a card to open View Template. It shows the name, description, when the template was last updated, its tags and the full prompt as formatted text. Nothing in it can be edited. Use Create AI Agent at the bottom to start an agent from the template (see the next section).

2. Start a New Agent from a Template

  1. Find the template you want.
  2. Open the … menu on its card and choose Create AI Agent. You can also click the card to preview it and use Create AI Agent there.
  3. The new-agent flow opens on its first step, Choose a template, with your template selected. The Assistant name field is filled in from the template’s name, and you can change it.
  4. Select Next to move through the remaining steps (Voice & Greeting and Knowledge Base). On the last step, select Finish & Test My Agent.
The template’s prompt becomes the new agent’s starting Guidelines, and the template’s import count goes up by one.
You reach the same Choose a template step when you select Create Agent on Build → AI Agents. It offers a Blank template tile and the twelve most-imported templates, with a Search templates box to find others.

3. Import into Guidelines

  1. On Build → AI Agents, open an agent and select its Guidelines card to open the full-screen editor.
  2. Click Import Template, next to the wand button (its tooltip reads Generate Guidelines).
  3. In the Templates drawer:
    • Use the Search templates or tags box to find a template by name, description or tag.
    • Select a template on the left to preview it.
    • Click Import. It stays off until you select a template. The template’s text is copied into Guidelines and its import count goes up by one.
  4. Edit further as usual. Studio autosaves your changes to Guidelines.
Import replaces everything currently in Guidelines. There is no confirmation and no option to add to the existing text, and the new text is autosaved. Copy any guidelines you want to keep before you import.
Import Template and the wand button are hidden while the Guidelines Assistant pane is open. Select Close Chat to bring them back.
Importing never changes the original template. You get a copy that you can customise for each agent.
Some templates use XML-style tags such as <role> or <context> to structure the prompt. The Guidelines editor doesn’t display those tags, only the text between them. Read through the imported text in the editor to check that it still reads the way you want.

4. Best Practices

  • Read the full prompt in the preview before you import, because Import replaces your current Guidelines.
  • Keep guidelines modular – e.g., separate greeting tone from escalation guidelines – so each part is easy to review after you import.
  • Sort by Most imported to see which templates other agents start from most often.

FAQ

Q: Can I create, edit or delete templates?
Not as an account user. Templates in the library are read-only for you. You can preview them, import them into Guidelines and start new agents from them. Q: If a template is updated later, does my agent change?
No. Import and Create AI Agent copy the template’s text into your agent at that moment, so later changes to the template don’t affect agents that already used it. To pick up a newer version, import the template again. That replaces your current Guidelines. Q: Are templates versioned?
No. The preview shows when a template was last updated, but earlier versions aren’t kept.