Before You Start
Only Members, Creators and Admins can build new agents from templates. Users listed as Consumers cannot.
What Are Agent Templates?
elvex provides pre-built agent templates that can be found on the Template page using the left sidebar. They serve as starting points for common use cases. These templates include:
Pre-written rules and context for specific tasks
Suggested datasource connections
Example prompts and welcome messages
Optimized settings for different business scenarios
Step 1: Connect Your Datasources
Scroll to the Context & Datasources section
Review suggested datasources: Templates often recommend specific types of data connections
Connect your own datasources:
Click Add Datasource
Select relevant datasources from your company's available options
Choose datasources that contain information relevant to the template's purpose
Example: If using a customer service template, connect datasources containing your product documentation, FAQ, or support procedures.
Step 2: Customize the Template
Adjust the Rules
In the Rules section, review the pre-written guidelines and modify them to match your goals.
Update the Context
In the Context section, decide whether to check or uncheck Enable User Context.
Set Welcome Message
In the Conversation Introduction section:
Customize the Welcome Message to reflect your brand voice
Update Example Tasks with relevant prompts for your use case
Configure AI Provider and Model
Scroll to the Advanced section
Select your AI Provider:
Choose from available providers
If the template requires a specific provider that your company doesn't have, don't worry, choose one available to you.
Set Permissions
In the Security & Permissions section:
Choose visibility:
Private: Only you and people you specifically share with can access
Public: Anyone in your company can discover and use the agent
Add specific users if needed:
Click Add User
Assign Viewer (can use the agent) or Editor (can modify the agent) roles
Step 3: Test Your Agent
Click Save and Publish to create your agent
Start a test conversation:
Click the message icon next to your new agent
Try one of the example tasks from the template
Ask a question relevant to your connected datasources
Verify the agent works correctly:
Does it follow the rules you set?
Does it access information from your datasources?
Does the tone and style match your expectations?
Troubleshooting Common Issues
My Company Doesn't Have the Suggested AI Provider
If a template requires an AI provider your company hasn't set up:
Try a different model:
Go to Advanced settings
Select an available AI provider from your company's options
Choose a comparable model (e.g., if template uses Claude 4.5 Sonnet, try GPT-5.2)
Test thoroughly: Different models may behave differently, so test your agent carefully
Template Isn't Working as Expected
Ask the agent: Ask the agent what would need to change with its rules or available data sources to successfully complete your task. It will most likely give you a direct answer!
Check your datasources: Ensure they contain relevant information
Review the rules: Make sure they're specific enough for your use case
Test with different prompts: Try various ways of asking the same question