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Templates

Templates are pre-built agent configurations for common business use cases. Starting from a template gives you sensible instructions, tools, and skills that you can customise.

Built-in Templates

Xagent ships templates across five categories. A few are marked featured and appear first when you browse.

Support

TemplateWhat it does
AI Chatbot Agent ★Responds to live chat enquiries instantly. See Xagent Powered Support Bot.
Inbox Manager ★Keeps your inbox triaged — sorts new mail, drafts replies in your voice, and flags what you should handle yourself.
Email Agent (Support)Monitors the support inbox, triages and responds to enquiries, and follows up on open tickets.
KB WriterTurns your Google Drive and uploaded files into a support knowledge base of Markdown articles and FAQs that feed the AI Chatbot.

Marketing

TemplateWhat it does
Social Media Content Manager ★Turns one brief into ready-to-publish posts and visuals for several platforms.
Content AgentProduces research-backed, long-form content such as blogs.
Collateral AgentGenerates on-brand sales and marketing collateral.
LinkedIn Content ManagerTransforms a single brief into platform-native content.
SEO Brief WriterResearches target keywords and produces ready-to-write SEO briefs.
Google Analytics AnalyzerPulls data from your connected GA4 account and reports on performance.
Google Ads RecommendationReviews Google Ads performance against on-site conversions and recommends changes.
Growth Marketing WorkforceA workforce, not a single agent — a Growth Marketing Manager orchestrating specialist sub-agents.

Sales

TemplateWhat it does
Email Agent (Sales)Drafts personalised outreach and replies for your prospect list.
Email Lead Response AgentCaptures inbound leads from email, qualifies them, and books meetings.
Meeting AgentTurns a meeting — from Zoom, Granola notes, or a transcript — into follow-up work.
Research & EnricherResearches target accounts and contacts from public sources.

Operations & General

TemplateWhat it does
Doc Summarizer & Action Extractor ★Upload any document and get back a clean, organised summary with the actions pulled out.
DevOps AI AgentMonitors your AWS environment and triages alerts and incidents.

One template creates a workforce, not an agent

Growth Marketing Workforce provisions a multi-agent workforce. Use it from the Templates page — it cannot be created through the single-agent endpoints, which reject it with a message telling you to use the Templates page instead.

What a Template Gives You

Each template arrives configured, so it works before you customise anything:

  • Instructions written for the role, including how to behave and what not to do
  • Tool access already scoped to what the job needs
  • Suggested connections — the outside services it expects, such as Gmail, Google Drive, or Zoom
  • Sample prompts — a few worked starting points you can run straight away, with the parts you should replace highlighted
  • An estimated setup time, typically around five minutes

Descriptions and sample prompts are available in English and Chinese; you see whichever matches your language.

Browse & Use Templates

GET  /api/templates                  # list templates
GET  /api/templates/{template_id}    # template detail
POST /api/templates/{template_id}/use    # create an agent from it
POST /api/templates/{template_id}/like

Creating an agent from a template copies its configuration into your workspace, where you can edit instructions, models, knowledge bases, and tools.

From the Workspace API

Templates are also available through the SDK so you can provision agents programmatically:

GET  /v1/templates
GET  /v1/templates/{template_id}
POST /v1/agents/from-template

Next Steps