Agents
Agent templates
Use a provided starting point and inspect every field before saving it as a preset.
Browse by purpose
Open the template library and compare the included activity categories, tone, pacing, outcomes, monitoring, and approval settings.
Review before use
- Confirm the template fits the intended workflow and client population.
- Change categories or instructions that are not appropriate.
- Confirm approval and monitoring settings before assigning the result.
Personalize the template
Keep in mind
Use each template as a configuration starting point, then confirm client fit, consent, instructions, and provider approval.