Adding from a Template

This section provides step-by-step instructions for adding an agent from an existing 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 second option.

   • Click on the "Agents" tab if necessary to access the agent's section.

     
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.

     
3. Creating the New Agent:

   • In the template selector window, you are presented with the templates currently created for your company.

     
   • Use the filtering options to narrow down the list of templates based on specific criteria such as agent engine type, category, and department.

     
   • 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.