Start an agent from the agent library
Fill an agent’s prompt and persona from a ready-made phone persona for your type of business.
Where to find it
AI agents › Agent library
Open this screen
Steps
- Open AI agents › Agent library in the sidebar. The Agent voice page opens at Start from the agent library.
- Choose the AI agent at the top of the page.
- Click the card for your type of business, for example Restaurant / Cafe or Medical Clinic / Dental.
- Press Use this template. Its prompt goes into the prompt editor, and the persona’s Role and Tone are filled in.
- Adapt the prompt to your business: name, hours, prices and what callers may ask.
- Press Save persona, then Save in the bar at the bottom to save the prompt.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Start from the agent library | Opens the 14 ready-made phone personas by business type, from the AI-SNS Chat App library. | — |
| Use this template | Puts the chosen template’s prompt in the editor and fills the persona. If the editor already has text, it asks before replacing it. | — |
Troubleshooting
Use this template is greyed out.
Click a business card first.
The button is missing.
Only workspace managers can use templates; others can read the library.
Tips
- The template contains no facts about your business. Add your own hours, prices and contact routes to the prompt or to the agent’s sources.
- Nothing changes for callers until you save.
Good to know
- A template is written in English; you can rewrite it in any language, or use Build with AI to get a prompt in your language.
Related how-tos
- Agent voice Set up one AI agent's voice conversations: its prompt, call voice, engine, transcriber, messages, limits and quick replies.
- Set an agent’s persona and model Give the agent a name to use on the phone, a role, a tone, goals and rules, and choose how fast or capable its model is.
- Write an agent’s prompt with Build with AI Describe the agent you need, by typing or by voice, and get a draft persona and system prompt to review.
- All agents See every AI agent in your organisation, which phone lines each one answers, and open one to change it.