Templates

This section provides guides for deploying and customizing pre-built AI Employees by Ema.

Introduction

AI Employee Templates are reusable, modular, and production-ready workflow blueprints designed to simplify the process of deploying AI-powered automation in the Ema ecosystem. Each template encapsulates all the required components -- structured prompts, configured tool actions, multi-agent workflows, and system logic -- to enable teams to go live quickly with minimal customization.

With over 30 templates currently available (and more being developed), these workflows cover a wide array of common use cases across support, sales operations, document automation, analytics, and more.

Ema collaborates with partners and customers to create new templates that incorporate domain expertise and technical knowledge to build reusable AI Employees. Templates created for one partner are only available to their builders and customers.

To view the templates available to you, scroll down on your AI Employee dashboard or click the + New Employee button.

What Is an AI Employee Template?

At its core, a template is a reusable pattern that instantiates an AI Employee with a defined purpose, structured interactions, and optional tool integrations. Templates are not rigid; they are designed to be extended, customized, and adapted to various data sources and environments.

For most use cases, you can directly use a pre-built template to launch an AI Employee quickly. Where required, you can also modify the template to customize the AI Employee to specific needs.

An AI Employee template includes:

• A pre-configured multi-agent workflow with logic that orchestrates tasks such as file retrieval, ticket updates, structured query response, or system calls.
• Clear instructions and prompt formatting to ensure consistency in tone, terminology, and data presentation.
• Integration hooks for external systems like ServiceNow, CRMs, knowledge bases, or file systems.
• Placeholder values and editable components that allow users to configure and tailor the final deployed instance.

Templates are not connected to live data or systems by default. They are designed as launch-ready frameworks that allow teams to plug in their data sources and go live.

Why Use Templates?

Templates are essential to scaling AI Employee deployment because they reduce redundancy, accelerate prototyping, and improve quality. They serve as a shared knowledge base that reflects best practices across the ecosystem.

High-quality templates enable teams to:

• Deliver working workflows in minutes instead of hours or days.
• Reuse known-good patterns rather than reinventing logic for each deployment.
• Rapidly generate demos for customer discussions or internal pilots.
• Minimize builder onboarding and training through structured, documented flows.
• Provide a baseline for experimentation, versioning, and iterative improvements.

Anatomy of a Template

1. Defined Workflow Architecture

Templates can use either:

• GWE (Generative Workflow Engine) agents -- Execute multi-step tasks via specified workflows and tool calls.
• Non-GWE agents -- Expose UI widgets for custom configuration.

Each agent is connected with decision logic, data pipelines, and task triggers to allow intelligent interaction based on user input and external signals.

2. Role-Specific Instruction Layer

Templates include detailed instruction sets for how each agent should interpret queries, retrieve data, and generate responses. These include rules for formatting answers, terminology to include or avoid, and response strategies.

3. External Tool Integrations

Templates include optional, pre-wired connectors for external platforms like CRMs, file storage systems, analytics tools, or ticketing platforms. These can be quickly configured by admins to match internal environments.

4. Template Description and Metadata

Each template has a name, description, and metadata to make it easily discoverable. Naming conventions prioritize clarity and brevity (ideally four words or fewer).

Discovery and Access

Templates can be discovered and accessed through:

• the Ema platform
• Builder chatbot
• In-product search and filtering

Templates may be scoped at the environment, tenant, or global level. Currently, only admins can create and edit templates, but broader access levels are expected in future platform updates.

Using Templates

Select one of the template cards under "Create an AI Employee." Each corresponds to a different AI Employee template and comes with unique functionalities. Templates are instantiated by copy, so updates to the template do not retroactively change existing AI Employees built from it.

Ema is happy to collaborate with partners and customers to create new templates that incorporate your domain expertise and Ema's technical knowledge to create reusable AI Employees. Templates created for one partner are only available to their builders and customers.

Available Templates