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Getting Started with elvex Templates

This tutorial will teach you how to discover, use, and customize elvex-provided assistant templates to quickly create powerful assistants for your team.

Updated this week

Before You Start

You'll need:

  • Basic understanding of what assistants are in elvex

  • Access to create assistants (most users have this by default)

What Are Assistant Templates?

elvex provides pre-built assistant templates that 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

Templates help you:

  • Get inspired with ideas for potential assistants

  • Save time by starting with proven configurations

  • See examples of how impactful assistants are structured

  • Learn best practices for assistant design

Step 1: Access the Assistant Template Library

  1. Log into your elvex account

  2. Navigate to the Template page using the left sidebar

You'll see a collection of pre-built templates organized by use case and industry.

Step 2: Browse and Select a Template

  1. Browse available templates - Each template shows:

    • Template name and description

    • The team we think could get the most value from this template

    • The AI provider the elvex team used to test the template

    • The Actions/Integrations needed to make the template work

  2. Click on Use Template to launch its configuration

Step 3: Connect Your Datasources

  1. Scroll to the Context & Datasources section

  2. Review suggested datasources: Templates often recommend specific types of data connections

  3. 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 4: Customize the Template

Adjust the Rules

  1. In the Rules section, review the pre-written guidelines and modify them to match your company's:

    • Tone and communication style

    • Specific procedures or policies

    • Industry terminology

Update the Context

  1. In the Context section, add:

    • Company-specific acronyms or jargon

    • Product names and details

    • Internal processes or guidelines

Set Welcome Message

  1. In the Conversation Introduction section:

    • Customize the Welcome Message to reflect your brand voice

    • Update Example Tasks with relevant prompts for your use case

Step 5: Configure AI Provider and Model

  1. Scroll to the Advanced section

  2. 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.

Step 6: Set Permissions

  1. In the Security & Permissions section:

  2. Choose visibility:

    • Private: Only you and people you specifically share with can access

    • Public: Anyone in your company can discover and use the assistant

  3. Add specific users if needed:

    • Click Add User

    • Assign Viewer (can use the assistant) or Editor (can modify the assistant) roles

Step 7: Test Your Assistant

  1. Click Save and Publish to create your assistant

  2. Start a test conversation:

    • Click the message icon next to your new assistant

    • Try one of the example tasks from the template

    • Ask a question relevant to your connected datasources

  3. Verify the assistant 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:

  1. 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 Sonnet, try GPT-4.1)

  2. Test thoroughly: Different models may behave differently, so test your assistant carefully

I Don't Have Permission to Create Assistants

If you can't launch from the template library:

  1. Contact your company admin to request assistant creation permissions

  2. Ask about your role: You need to be a Member, Creator or Admin in order to leverage the templates

Template Isn't Working as Expected

  1. Ask the assistant: Ask the assistant 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!

  2. Check your datasources: Ensure they contain relevant information

  3. Review the rules: Make sure they're specific enough for your use case

  4. Test with different prompts: Try various ways of asking the same question

Additional Resources

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