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Agent Templates

What Are Templates?

Section titled “What Are Templates?”

Templates are pre-built agent configurations designed for common business use cases. Each template includes a complete agent definition (model, tools, orchestration, guardrails, prompts) with customizable variables so you can adapt it to your specific needs.

How to Use Templates

Section titled “How to Use Templates”
  1. On the Forge home screen or dashboard, click Start from Template.
  2. Browse the gallery by category or search by keyword.
  3. Select a template to see its description, recommended channels, and preview.
  4. Click Use Template to open the wizard pre-filled with the template configuration.
  5. Fill in the template variables (e.g., company name, brand voice, product details).
  6. Optionally edit tools, model, guardrails, or prompts.
  7. Review and deploy.

Template variables (like {{company_name}}) are resolved client-side in Forge before the agent configuration is sent to the node API.

Template Catalog

Section titled “Template Catalog”

Sales

Section titled “Sales”
TemplateRecommended ChannelsDescription
Sales QualifierWhatsApp, Web ChatQualifies leads using BANT methodology. Scores 1-10, recommends next action. CRM integration for company lookup.
Product AdvisorWhatsApp, TelegramRecommends products based on customer needs. Asks discovery questions, matches to catalog, generates comparisons.

Customer Service

Section titled “Customer Service”
TemplateRecommended ChannelsDescription
Support AgentWhatsApp, Telegram, Web ChatResolves FAQs using RAG-powered knowledge base. Escalates to human when confidence is low. Empathetic tone.
Returns & ClaimsWhatsAppManages product returns and warranty claims. Collects order info, validates policy, generates return labels.

Collections

Section titled “Collections”
TemplateRecommended ChannelsDescription
Payment ReminderWhatsAppSends payment reminders with configurable escalation. Friendly first notice, firmer follow-ups. Negotiates payment plans.
Debt CollectorWhatsApp, TelegramStructured debt follow-up. Generates payment commitments, tracks promises, escalates non-responsive accounts.

Marketing

Section titled “Marketing”
TemplateRecommended ChannelsDescription
Campaign BotTelegram, WhatsAppSends promotional campaigns, segments responses by interest, captures leads from engagement.

Food & Beverage

Section titled “Food & Beverage”
TemplateRecommended ChannelsDescription
Brand ChefWhatsApp, InstagramRecommends recipes using the brand’s products. Cooking tips, meal planning, ingredient substitutions. Personalized to user preferences.
NutritionistWeb ChatNutritional information about products. Dietary recommendations, allergen alerts, healthy combinations.

Automotive

Section titled “Automotive”
TemplateRecommended ChannelsDescription
Service SchedulerWhatsApp, Web ChatSchedules workshop appointments. Reminds preventive maintenance based on mileage. Receives problem photos for pre-diagnosis.
Parts AdvisorWhatsAppChecks parts availability, generates quotes, schedules installation appointments. Compatible parts lookup by vehicle model.

Real Estate

Section titled “Real Estate”
TemplateRecommended ChannelsDescription
Property AgentWhatsAppQualifies interested buyers/renters. Matches preferences to listings. Schedules property viewings.

Education

Section titled “Education”
TemplateRecommended ChannelsDescription
Tutor AssistantTelegram, Web ChatHomework help, concept explanations, practice exercises. Adapts to student level.

Internal Operations

Section titled “Internal Operations”
TemplateRecommended ChannelsDescription
HR AssistantSlack, Web ChatAnswers HR questions (policies, vacation balance, benefits). Routes complex requests to HR team.
Onboarding BuddySlackGuides new employees through first weeks. Checklist tracking, team introductions, tool setup help.

Creating Custom Templates

Section titled “Creating Custom Templates”

You can create your own templates by adding .template.yaml files to config/templates/.

A template file follows this structure:

apiVersion: astromesh/v1
kind: AgentTemplate
metadata:
  name: my-custom-template
  version: "1.0.0"
  category: custom
  tags: [custom, example]


template:
  display_name: "My Custom Template"
  description: >
    Description of what this agent does and which
    business use case it addresses.
  recommended_channels:
    - channel: whatsapp
      reason: "Why this channel is a good fit"
  variables:
    - key: company_name
      label: "Your company name"
      placeholder: "Acme Corp"
      required: true
    - key: brand_voice
      label: "Tone of communication"
      placeholder: "Professional and friendly"
      default: "Professional and friendly"


  agent_config:
    # Full agent YAML specification
    # (model, tools, orchestration, guardrails, prompts)

Custom templates appear alongside built-in templates in the Forge gallery. The node serves them via GET /v1/templates.