# Adding from a Template

**Adding from a Template:**

To add an agent from an existing template, follow these steps:

1. **Navigating to the Agents Section:**
   * Log in to the admin panel using your credentials.
   * Look for the "Agents" tab in the menu bar or navigation panel. It should be the first option.
   * Click on the "Agents" tab if necessary to access the agent's section.

     <figure><img src="/files/7YUJNo6CzJAiPi1v17lC" alt=""><figcaption></figcaption></figure>
2. **Accessing the Template Selector Window:**
   * Within the "Agents" section, locate the button labeled "Add From Template".
   * Click on the "Add From Template" button to access the template selector window.

     <figure><img src="/files/N6J9PKccCDwzmwa1rpls" alt=""><figcaption></figcaption></figure>
3. **Creating the New Agent:**
   * In the template selector window, you are presented with the templates currently created for your company.

     <figure><img src="/files/a4WAkdm6JqSPQpbIdLd9" alt=""><figcaption></figcaption></figure>
   * Use the filtering options to narrow down the list of templates based on specific criteria such as agent engine type, category, and department.

     <figure><img src="/files/WUQV953w0NdNvVcpDsvt" alt=""><figcaption></figcaption></figure>
   * Click the button labeled 'Create' associated with the template you wish to use to access to the editing panel.
4. **Editing the Agent:**
   * In the template editing panel you can make any appropriate changes needed for the new agent.
   * After making the desired changes in the editing panel, review it for accuracy.
   * Once satisfied, click save and exit the editing panel to save the changes.
   * Refresh the page to see the new agent created in the list of AI Agents available to your company.

#### Additional Information:

* **Company Admin Privileges**: Please note that only users with company admin privileges can access the admin panel and manage agents.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.aicrisk.com/admin/ai-agents/adding-from-a-template.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.