> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itellico.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Prompt Templates

> Browse, preview, and apply pre-built prompt templates for common agent use cases

export const Screenshot = ({lightSrc, darkSrc, alt, caption, maxWidth = "880px"}) => {
  return <div style={{
    margin: "1rem auto",
    maxWidth,
    width: "100%"
  }}>
      <Frame>
        <img className="block dark:hidden" src={lightSrc} alt={alt} />
        <img className="hidden dark:block" src={darkSrc} alt={alt} />
      </Frame>
      {caption ? <p style={{
    marginTop: "0.5rem",
    fontSize: "0.875rem",
    color: "inherit",
    opacity: 0.8
  }}>
          {caption}
        </p> : null}
    </div>;
};

## What Are Prompt Templates

The Prompt Template Gallery provides pre-built prompts for common agent use cases. Instead of writing from scratch, browse the gallery, preview a template, and apply it to your agent in one click.

<Screenshot lightSrc="/images/templates__template-gallery-light.png" darkSrc="/images/templates__template-gallery-dark.png" alt="Prompt template gallery showing template language selector, search, category folders, and preview area" />

<Note>
  The gallery includes global templates plus any team-specific templates enabled for your account. In the dashboard, templates are read-only starting points: apply one to copy its content into the prompt editor, then customize the copied prompt for the agent.
</Note>

***

## Why Use Templates

<CardGroup cols={2}>
  <Card title="Faster Setup" icon="bolt">
    Go from zero to a working agent in minutes instead of writing prompts from scratch
  </Card>

  <Card title="Proven Structure" icon="shield-check">
    Follow the same tested format as the built-in templates: Role, Objective, Response Format, Conversation Flow, and Escalation Triggers
  </Card>

  <Card title="Consistency" icon="equals">
    Ensure all agents across your account follow the same communication standards
  </Card>

  <Card title="Easy Onboarding" icon="user-plus">
    Create effective agents quickly without prompt engineering experience
  </Card>
</CardGroup>

***

## Browsing the Gallery

### Access the Gallery

You can open the template gallery from two places:

1. **From the prompt editor** -- Click **Templates** while editing an agent's prompt
2. **From new-agent setup** -- Choose a template when creating an agent, then refine it in the Prompt tab

### Filter by Category

Use the category filters to narrow down templates:

| Category                  | Templates For                                                                                                                          |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Core Templates**        | Receptionist, after-hours routing, FAQ support, lead qualification, appointment booking, feedback, outreach, and information gathering |
| **Industry**              | Real estate, healthcare, home services, mortgage, solar, car dealership, insurance, education, and hospitality templates               |
| **Professional Services** | Legal and financial-advisory templates                                                                                                 |
| **Services**              | Service-business templates                                                                                                             |

***

## Previewing a Template

Click any template card to open a full preview. The preview shows:

* **Template name and description** -- What use case it is designed for
* **Tags** -- Search and use-case labels for the template
* **Editable prompt text** -- The complete prompt in the same prompt editor used by agents

<Tip>
  Read through the full prompt before applying. Understanding the template's structure helps you customize it effectively for your specific needs.
</Tip>

***

## Template Structure

Built-in templates use the same core structure:

| Section                 | Purpose                                                                                             |
| ----------------------- | --------------------------------------------------------------------------------------------------- |
| `# Role`                | Defines who the agent is, who it represents, and the personality it should use                      |
| `# Objective`           | States the main outcome the agent should achieve                                                    |
| `# Response Format`     | Sets response length, question style, and voice-specific formatting rules                           |
| `# Conversation Flow`   | Breaks the call into phases with clear goals and branch behavior                                    |
| `# Escalation Triggers` | Lists situations where the agent should transfer, create follow-up, or stop handling the request    |
| Reference sections      | Adds use-case-specific guidance, such as common questions, objection handling, routing, or policies |

Use this structure when you customize a template or write one from scratch. It matches the format used by the prompt templates seeded in the product.

***

## Applying a Template

### To a New Agent

When creating a new agent, choose a template in the create-agent flow or open the **Prompt** tab in the [Agent Editor](/build/getting-started/agent-editor) and click **Templates**. Select a template and the editor inserts it automatically.

### To an Existing Agent

<Steps>
  <Step title="Open the agent editor">
    Navigate to your agent and open **Prompt**
  </Step>

  <Step title="Click Templates">
    Opens the template gallery
  </Step>

  <Step title="Select a template">
    Preview and click **Use Template**
  </Step>

  <Step title="Edit the preview if needed">
    Adjust the template text before applying it
  </Step>

  <Step title="Fill in placeholders">
    Replace placeholder values like `{{company_name}}` and `{{business_hours}}` with your details, or provide them through Dynamic Context
  </Step>

  <Step title="Customize and save">
    Edit the template to match your specific requirements, then save
  </Step>
</Steps>

<Note>
  Applying a template does not create a permanent link. Future template changes do not update agents that already used it.
</Note>

***

## Built-in Template Examples

<AccordionGroup>
  <Accordion title="Customer Support" icon="headset">
    Covers warm greeting, issue identification, troubleshooting flow, escalation rules, and closing. Includes placeholders for company name, support hours, and escalation contacts.
  </Accordion>

  <Accordion title="Sales Qualification (BANT)" icon="chart-line">
    Structured around BANT (Budget, Authority, Need, Timeline) qualification. Includes consultative selling guidelines, objection handling notes, and next-step routing for qualified and unqualified leads.
  </Accordion>

  <Accordion title="Appointment Booking" icon="calendar">
    Covers service selection, availability checking, information collection, confirmation, and cancellation/rescheduling policies. Designed to work with the Cal.com booking action.
  </Accordion>

  <Accordion title="Customer Feedback (NPS)" icon="comment">
    NPS survey flow with score collection, follow-up questions based on score range, recovery workflow for detractors, and closing. Includes structured data extraction.
  </Accordion>

  <Accordion title="Cold Outreach" icon="phone-volume">
    Value-first approach for outbound calls. Covers introduction, value proposition, interest gauging, objection handling, and next-step scheduling. Designed for non-pushy engagement.
  </Accordion>

  <Accordion title="Healthcare Intake" icon="stethoscope">
    Patient information collection, symptom gathering, appointment scheduling, and insurance verification flow. Includes HIPAA (Health Insurance Portability and Accountability Act)-aware language guidelines.
  </Accordion>
</AccordionGroup>

***

## Placeholder Syntax

Templates use double curly braces for values that should be filled in when the template is applied. Replace placeholder values directly in the prompt, or provide matching variables through [Dynamic Context](/build/advanced/dynamic-context).

```text wrap theme={null}
# Role
You are {{agent_name}}, a {{agent_role}} for {{company_name}}. You are {{agent_tone}}.

# Objective
{{primary_goal}}

# Conversation Flow
Working hours are {{business_hours}}.
```

### Common Placeholders

| Placeholder              | Description                       |
| ------------------------ | --------------------------------- |
| `{{company_name}}`       | Organization or business name     |
| `{{agent_role}}`         | Agent's role description          |
| `{{business_hours}}`     | Operating hours                   |
| `{{primary_goal}}`       | Main objective for the agent      |
| `{{escalation_contact}}` | Who to transfer to for escalation |

***

## Best Practices

<AccordionGroup>
  <Accordion title="Start with a template, then customize" icon="pen">
    Templates provide structure. Add your company-specific details, tone adjustments, and edge-case handling on top.
  </Accordion>

  <Accordion title="Use descriptive placeholders" icon="tag">
    Name placeholders clearly: `{{cancellation_policy}}` is better than `{{policy1}}`.
  </Accordion>

  <Accordion title="One template per use case" icon="crosshairs">
    Keep templates focused. A customer support template and a sales template should be separate.
  </Accordion>

  <Accordion title="Test before sharing" icon="vial">
    Apply templates to a test agent and run conversations to verify they work as expected before sharing with your team.
  </Accordion>
</AccordionGroup>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Prompt Editor" icon="pen" href="/build/conversation/prompt">
    Learn prompt writing best practices and editor features
  </Card>

  <Card title="Prompt Engineering Guide" icon="wand-magic-sparkles" href="/build/conversation/prompt-engineering-guide">
    Apply advanced prompting techniques
  </Card>

  <Card title="Template Syntax" icon="brackets-curly" href="/build/conversation/template-syntax">
    Use runtime variables in your prompts
  </Card>

  <Card title="Create Your First Agent" icon="robot" href="/build/getting-started/create-first-agent">
    Build an agent step by step
  </Card>
</CardGroup>