> ## Documentation Index
> Fetch the complete documentation index at: https://docs.diga.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Templates

> Create pre-configured agents in seconds using ready-to-use templates

## What are Agent Templates?

Agent templates are pre-built configurations that let you create complete agents in a single step. Each template includes the prompt, voice, language, tools, and in some cases a complete conversational path — all ready to work.

You just need to fill in the **variables** specific to your business (like phone numbers or department names) and you'll have a working agent in seconds.

<Note>
  Templates are a starting point. Once the agent is created, you can customize any aspect of its configuration as if you had created it from scratch.
</Note>

## Using a Template

<Steps>
  <Step title="Access the template catalog">
    From the **Agents** section of the dashboard, click **Create Agent**. You'll see the catalog of available templates along with the option to create an agent from scratch.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/diga/images/agentes-plantillas-catalogo-placeholder.png" alt="Agent templates catalog" />
    </Frame>
  </Step>

  <Step title="Select a template">
    Browse the available templates. Each one shows:

    * **Name** and **description** of the use case
    * **Agent type**: single prompt or conversational path
    * **Variables** you need to configure

    Click on the template you want to use to see its details.
  </Step>

  <Step title="Configure the variables">
    Each template may include variables that you need to fill in with your business information. These variables use the `<<variable_name>>` format and are automatically substituted when the agent is created.

    Common variable examples:

    * `<<company_name>>` — Your company name
    * `<<sales_phone>>` — Sales department number
    * `<<business_hours>>` — Customer service hours

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/diga/images/agentes-plantillas-variables-placeholder.png" alt="Template variables configuration" />
    </Frame>
  </Step>

  <Step title="Create the agent">
    Click **Use template** to create the agent. It will be created in **draft** state so you can review and adjust it before publishing.
  </Step>

  <Step title="Review and customize">
    The agent opens in the editor with the full template configuration applied. Review:

    * The **prompt** or **conversational path** to make sure it fits your use case
    * The **voice** and **language** selected
    * The **call tools** enabled (transfer, hang up, etc.)

    Modify whatever you need before publishing.
  </Step>

  <Step title="Configure pending resources">
    Some templates include **pending resources** that you need to configure:

    * **Integrations**: Connections to external services that require your credentials (API keys, tokens)
    * **Workflows**: Automations that need to be enabled in the workflow builder
    * **Knowledge bases**: Data sources that you need to add

    These resources appear marked as pending in the agent configuration. Configure them before publishing.

    <Warning>
      You won't be able to publish the agent until all pending resources are properly configured.
    </Warning>
  </Step>

  <Step title="Publish the agent">
    Once satisfied with the configuration, [create a version and publish](/en/build/agents/version-control) the agent so it starts receiving calls.
  </Step>
</Steps>

## Template Types

Templates can be one of two types based on the agent mode:

<CardGroup cols={2}>
  <Card title="Single prompt" icon="wand-sparkles">
    Templates based on general instructions. The agent follows a prompt that defines its global behavior. Ideal for simple and straightforward use cases.
  </Card>

  <Card title="Conversational path" icon="https://mintcdn.com/diga/8ytXWoW-xL71V8MR/icons/dataflow-04.svg?fit=max&auto=format&n=8ytXWoW-xL71V8MR&q=85&s=03d07d28aec6c86382aafe2844647877" width="24" height="24" data-path="icons/dataflow-04.svg">
    Templates with a predefined step-by-step conversation flow. They include nodes, branches, and specific actions. Ideal for structured processes.
  </Card>
</CardGroup>

## Variables

Variables allow a single template to adapt to different businesses and use cases. When you create an agent from a template, variables are automatically replaced with the values you provide.

### How they work

* Defined using the `<<variable_name>>` format
* Substituted throughout the agent: prompt, greeting, conversational path nodes, etc.
* Preserve the original data type (text, number, boolean)

### Example

A call routing template might have these variables:

| Variable             | Description       | Example                          |
| -------------------- | ----------------- | -------------------------------- |
| `<<company_name>>`   | Your company name | "Downtown Dental Clinic"         |
| `<<sales_phone>>`    | Sales number      | "+1 555 123 4567"                |
| `<<support_phone>>`  | Support number    | "+1 555 123 4568"                |
| `<<business_hours>>` | Business hours    | "Monday to Friday, 9 AM to 6 PM" |

The template prompt:

```
You are the virtual receptionist for <<company_name>>. 
Our business hours are <<business_hours>>.
If the customer wants to speak with sales, transfer them to <<sales_phone>>.
```

Becomes:

```
You are the virtual receptionist for Downtown Dental Clinic. 
Our business hours are Monday to Friday, 9 AM to 6 PM.
If the customer wants to speak with sales, transfer them to +1 555 123 4567.
```

<Tip>
  You don't have to fill in all variables before creating the agent. Unsubstituted variables remain as `<<name>>` in the configuration and you can edit them later from the agent editor.
</Tip>

## Pending Resources

Some advanced templates include resources that need additional configuration after creating the agent. These resources are automatically created as **placeholders** that you need to complete.

### Pending integrations

If the template uses integrations with external services, placeholder integrations are created that you need to configure with your credentials. For example:

* A CRM integration (you need your API key)
* A calendar connection (you need to authorize your account)
* A webhook to your internal system (you need the URL)

### Pending workflows

If the template includes automation workflows, placeholder workflows are created that you need to review and enable in the [workflow builder](/en/build/flows/creating-workflows).

### Suggested knowledge bases

Some templates suggest knowledge bases that would improve the agent. You can [create a knowledge base](/en/build/knowledge-bases) and assign it to the agent.

## Next Steps

<CardGroup cols={2}>
  <Card title="Create agent from scratch" icon="plus" href="/en/create-agent">
    Learn to create and configure an agent step by step.
  </Card>

  <Card title="Conversational paths" icon="https://mintcdn.com/diga/8ytXWoW-xL71V8MR/icons/dataflow-04.svg?fit=max&auto=format&n=8ytXWoW-xL71V8MR&q=85&s=03d07d28aec6c86382aafe2844647877" href="/en/build/agents/conversational-paths" width="24" height="24" data-path="icons/dataflow-04.svg">
    Customize your agent's conversation flow.
  </Card>

  <Card title="Version control" icon="https://mintcdn.com/diga/8ytXWoW-xL71V8MR/icons/layers-three-02.svg?fit=max&auto=format&n=8ytXWoW-xL71V8MR&q=85&s=ab08080f319c90db5ac35d9059c2e416" href="/en/build/agents/version-control" width="24" height="24" data-path="icons/layers-three-02.svg">
    Publish and manage versions of your agent.
  </Card>

  <Card title="Add integrations" icon="plug" href="/en/build/agents/add-integrations">
    Configure the integrations your agent needs.
  </Card>
</CardGroup>
