Creating AI Employee Templates
Templates allow you to package an AI Employee's workflow and configurations into a reusable starting point. Other builders in your workspace can then create new AI Employees from your template, preserving the workflow structure, agent instructions, and settings.
How to Create a Template
Step 1: Build the Source AI Employee
Create an AI Employee that has the workflow and configurations (such as instructions) that you want to reuse.
Step 2: Create the Template
Click on the three dots beside the AI Employee's name to find the option Create AI Employee Template.
Step 3: Fill in Template Details
A modal will appear. Provide:
- Template Name -- A clear name for the template.
- Description -- A brief summary of what the template does.
- AI Employee Category -- The category assigned to AI Employees created from this template.
- About Template -- A longer description explaining the use case and workflow.
Step 4: Add Supporting Information
Optionally provide new values for:
- Value Propositions -- What benefits the template offers.
- How to Use -- Steps for users to get started with the template.
- Additional Context -- Any extra information to help template users.
We recommend skipping Advanced Settings unless you are familiar with workflow and persona configurations.
Step 5: Navigate to the Template
Navigate to the template by searching for it or by clicking on the success message after creation.
Step 6: Edit or Delete the Template
You can edit or delete the template by clicking on the three dots. These features are only available for templates that were created in your tenant. Templates provided by Ema or your parent tenant cannot be edited or deleted.