# Default Agent Templates

> Default agent templates are pre-configured interview workflows that automatically apply when you create a new interviewer in your workspace. This feature helps you maintain consistency and speeds up the agent creation process.

## How Auto-Apply Works

When you create a new interviewer, the system automatically checks if your workspace has a default template configured. If found, it creates the new agent using that template's settings, including:

* Interview stages (form, resume, SMS, voice)
* Question configurations
* Evaluation criteria
* Workflow settings

This auto-apply happens silently in the background when you start creating a new agent from the main creation page.

<figure><img src="/files/GYd8E8O7wu0MbalyIfDS" alt=""><figcaption></figcaption></figure>

## Setting Up a Default Template

{% stepper %}
{% step %} <mark style="color:$primary;">**Step 1**</mark> Create or Choose a Template

First, you need to have an interview template created. You can:

* Create a new template from scratch

<figure><img src="/files/1tEzudpgnbm5YA5r2qwy" alt=""><figcaption></figcaption></figure>

* Use an existing template from your workspace

<figure><img src="/files/48b8Utm349xdYG04F9L3" alt=""><figcaption></figcaption></figure>

* Create a template from an existing agent

<figure><img src="/files/DLjjGGqHmWoPIzCwn0kO" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %} <mark style="color:$primary;">**Step 2**</mark> Set as Default

* Navigate to your workspace's **Interview Templates** page
* Find the template you want to set as default
* Click the **Star icon** next to the template
* Confirm your choice

<figure><img src="/files/94AAzHP9GGXYA8aoZcdf" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Only one template can be default at a time. When you set a new default, any existing default is automatically unset.
{% endhint %}
{% endstep %}

{% step %} <mark style="color:$primary;">**Step 3**</mark> Verify the Default

The default template will show a Star icon filled with amber color and a "Default" badge to indicate its status.

<figure><img src="/files/O87l3kC6L97diMFDoEmT" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Managing Default Templates

<details>

<summary><strong>To Change the Default</strong></summary>

Simply click the **Star icon** on a different template - the previous default will be automatically unset.

</details>

<details>

<summary><strong>To Remove the Default</strong></summary>

* Find the current default template (identified by the filled star and "Default" badge)
* Click the **Star icon** to unset it

</details>

<details>

<summary><strong>To Use a Template Without Setting as Default</strong></summary>

You can still create agents from any template without making it the default by clicking the **"Use Template"** button on any template in your list.

<figure><img src="/files/B4ALvX9KAFqewzMuebwD" alt=""><figcaption></figcaption></figure>

</details>

## Template Management Interface

The **Interview Templates** page provides these actions for each template:

* **Use Template** - Creates a new agent from this template
* **View** - Preview the template configuration
* **Edit** - Modify the template settings
* **Star icon** - Set or unset as default template
* **Delete** - Remove the template permanently

<details>

<summary>Benefits</summary>

* **Consistency**: Ensures all new agents follow your organization's standard interview format
* **Speed**: Skips the initial configuration steps for common agent types
* **Quality**: Maintains best practices across all interviews
* **Flexibility**: You can still modify the agent after it's created from the default template

</details>

<details>

<summary>Important Notes</summary>

* The auto-apply only works for new agent creation, not when cloning or editing existing agents
* If no default template is set, you'll go through the normal agent creation flow
* You can unset the default template at any time to disable auto-apply
* Template management is available through the **Interview Templates** section in your workspace

</details>

<details>

<summary>Tips for Best Results</summary>

* Create templates for common interview types (technical, behavioral, screening)
* Test your template thoroughly before setting it as default
* Keep your default template updated with your latest best practices
* Consider creating different templates for different roles or departments

</details>

## Additional resources

For additional information not covered here, or if you need live assistance, reach out to <support@heymilo.ai>.


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