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Using Pre-built Templates

Agent Interviews provides a library of pre-built or global Interviewer Templates to help you get started quickly for common use cases.

Why Use Library Templates?​

  • Speed: The fastest way to create a functional interviewer.
  • Best Practices: Often designed based on effective prompting and configuration strategies.
  • Inspiration: Can serve as a starting point for your own custom templates.

How to Use a Library Template​

The most common place you'll select a template is when creating a new Interviewer:

  1. Start Creating an Interviewer: Navigate to your desired Project and click the button to create a new Interviewer (as described in the Quick Start Guide or Creating Interviewers guide).

  2. Find the Template Selection: In the Interviewer configuration form, look for a field labeled "Template", "Interviewer Template", or similar.

  3. Browse Available Templates: Click on the field or dropdown menu. You should see a list of available templates.

    • Templates might be categorized (e.g., "Global", "Project-Specific", "My Templates").
    • Look for templates provided by Agent Interviews or marked as "Global".

  4. Review Template Details (Optional): Some interfaces might allow you to click on a template name to see its description or focus before selecting it.

  5. Select the Template: Choose the library template that best fits your needs (e.g., "General User Feedback", "Basic Customer Service Inquiry").

  6. Complete Interviewer Setup: Finish configuring the other details for your Interviewer (like its name) and save it.

Result​

Your new Interviewer is now based on the selected library template. It inherits the focus, behavior, and instructions defined in that template. You can now generate a shareable link for this interviewer.

Next, learn how to Create Your Own Custom Templates.