Templates
Agent Templates
Ready-made agents and automations you set up in minutes, starting with agent templates you browse, customize, and deploy through a guided setup.
Templates are like starting from a recipe instead of an empty kitchen — the hard part is already figured out, and you just add your own ingredients. Instead of building an agent or an automation from a blank page, you pick a ready-made one, fill in a few details, and a short guided setup makes it yours.
When you open Templates, you choose what to create: a single assistant (Browse Agents, this page) or a multi-step automation (Browse Workflows, see Automation Templates).
Why it matters
An agent template is like hiring someone who's already trained for the role. Building a good agent from scratch takes thought: what should it say, which tools should it use, what does it need to know? Each template is pre-built for a specific job — customer support, sales, a knowledge expert — with the instructions, tools, and connections already chosen. You customize it instead of inventing it.
Browsing the gallery
Open Templates and choose Browse Agents. The gallery shows:
- A Featured carousel of standout templates at the top
- A searchable grid of all templates — type in the Search templates… box to filter by name or description
Each template card shows what you're getting at a glance:
| On the card | What it tells you |
|---|---|
| Name and description | What the agent does |
| Estimated setup time | How long it takes to get going (for example, "15 min") |
| Difficulty | How involved the setup is — Beginner, Intermediate, or Expert |
| Category | The area it's built for, such as Sales or Customer Support |
| Tools and connections | The services it uses and the accounts it needs |
Some templates are available on every plan, while others require a higher subscription tier. Each template shows its plan requirement before you start.
Setting one up
Click a template to open its detail page, where you'll see who it's designed for, example use cases, and everything it needs. Click Start Setup to begin a guided wizard that walks through, step by step:
| Step | What you do |
|---|---|
| Channels | Choose where the agent will talk to people |
| Credentials | Connect the outside accounts it needs (see Credentials) |
| Tools | Pick and configure the actions it can take |
| Knowledge | Add documents or links so it can answer about your business |
| Configuration | Fill in details like your company name and preferred tone |
| Databases | Set up any data tables the agent uses |
| Review | Confirm everything before it's created |
When the wizard finishes, you get a real, working agent in your account. From there you can test it in chat, deploy it to channels, and manage it like any other agent.
Don't see a template for your use case? Use the Propose Template option to suggest one to the Nirvai team.
What's next
- Automation Templates — pre-built multi-step automations instead of single agents
- Channels — put your new agent in front of customers