Using agent presets

Agent presets are preconfigured templates for common roles. A preset can provide a name, overview, role, mode, instructions, and related configuration so you do not need to start from an empty agent.

Create an agent from a preset#

1. Select Create Agent.
2. Browse or search the Preconfigured Agents panel.
3. Filter by Inbound, Outbound, or Task Oriented when needed.
4. Select a preset to load its configuration.
5. Review and customize the instructions, channels, tools, and knowledge bases.
6. Save the new agent.

Presets are starting points. Always review the goal, autonomy, access to data, and channel authorization before deploying an agent.