> For the complete documentation index, see [llms.txt](https://docs.aicrisk.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aicrisk.com/admin/ai-agents/adding-from-a-template.md).

# 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 first option.
   * Click on the "Agents" tab if necessary to access the agent's section.

     <figure><img src="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FFHiqOyEpUrmWjgRMcTRS%2Fimage.png?alt=media&amp;token=d150349a-5711-47bf-8fbc-3516d169e2e6" 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="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FfbYyhv4y30U2dbSXapKh%2Fimage.png?alt=media&amp;token=ff67d5d7-b388-430d-9dd8-7cb53a4690b7" 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="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2F9rnzSIVF4I7UX9U3NClN%2Fimage.png?alt=media&amp;token=2e33119a-0392-4022-bb18-c8863ec4487c" 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="https://2455207419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnZwCwAN15BUJcXMA5avi%2Fuploads%2FXAML14IRaBwkReOcEyDu%2Fimage.png?alt=media&amp;token=bae773f2-0ce1-4784-8475-f72f4a4a404c" 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.
