# Interview Templates

> Interview Templates are reusable interview configurations you can apply to new roles in seconds.

## Why Use Interview Templates?

<figure><img src="/files/1B4DYBIrzGz3iFXvKTYj" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Save Time**: Create and reuse interview setups so you don't have to start from scratch every time.
{% endhint %}

<details>

<summary>Consistency Across Hiring</summary>

Ensure all candidates for similar roles are evaluated using the same criteria and questions, leading to fairer and more comparable assessments.

</details>

<details>

<summary>Best Practice Sharing</summary>

When you discover an interview configuration that works well, save it as a template so your entire team can benefit from your expertise.

</details>

<details>

<summary>Rapid Scaling</summary>

Quickly spin up multiple agents for high-volume hiring campaigns using proven templates.

</details>

## Where to Find Interview Templates

<figure><img src="/files/a6yHBY4l0vhIpxIbvKBu" alt="" width="188"><figcaption></figcaption></figure>

From your HeyMilo dashboard:

* In the sidebar, go to **AI** > **Interview Templates**

This is where you create, manage, and reuse templates.

<details>

<summary>A template saves:</summary>

* your interview flow (voice, SMS, resume, forms)
* questions and scoring logic
* qualification rules and tags
* agent behavior defaults + budget settings
* evaluation and integrity settings

</details>

Think of templates as **ready-made interview playbooks** for roles you hire over and over again.

## Creating an Interview Template

There are two ways to create an interview template:

{% tabs %}
{% tab title="Method 1: Create from Scratch" %}

1. In the sidebar, go to **AI** > **Interview Templates**
2. Click **Create Template**
3. You'll be taken through the standard agent creation flow
4. Configure your interview questions, scoring criteria, and workflow steps
5. When you finalize, a template will be created automatically
   {% endtab %}

{% tab title="Method 2: Create from an Existing Agent" %}

1. Go to your **Interviewers** list
2. Find an agent with a configuration you want to reuse
3. Click the **Create Template** button on the agent card
4. The agent's configuration will be saved as a new template
   {% endtab %}
   {% endtabs %}

### Default Interview Template

You can set **one** template as your workspace's **default**. When you create a new interviewer, HeyMilo automatically applies that template's settings so you don't have to configure from scratch each time. This keeps new agents consistent and speeds up creation.

<figure><img src="/files/gU0GjeR5ok3W1LuD4Vru" alt=""><figcaption></figcaption></figure>

#### How auto-apply works

When you create a new interviewer, the system checks if your workspace has a default template. If it does, the new agent is created using that template's settings, including:

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

This happens automatically when you start creating a new agent from the main creation page.

#### Setting a default template

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

Use one of the methods above to create a template, or pick an existing one from **AI** > **Interview Templates**.
{% endstep %}

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

* Go to **AI** > **Interview Templates**
* Find the template you want as default
* Click the **Star icon** next to the template
* Confirm your choice

{% 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 shows a filled **Star icon** (amber) and a **Default** badge.
{% endstep %}
{% endstepper %}

#### Managing the default template

<details>

<summary><strong>Change the default</strong></summary>

Click the **Star icon** on a different template. The previous default is automatically unset.

</details>

<details>

<summary><strong>Remove the default</strong></summary>

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

</details>

<details>

<summary><strong>Use a template without making it default</strong></summary>

You can create agents from any template by clicking **Use Template** on that template. You don't have to set it as default.

</details>

{% hint style="info" %}
**Important:** Auto-apply only applies when creating a **new** interviewer, not when cloning or editing existing agents. If no default is set, you'll see the normal creation flow. You can unset the default anytime.
{% endhint %}

### Using a Template

Once you have templates saved, using them is simple:

1. In the sidebar, go to **AI** > **Interview Templates**
2. Find the template you want to use
3. Click **Use Template**
4. A new agent will be created with all the template's settings
5. Customize the job-specific details (title, description, flow) as needed
6. Finalize and activate your new agent

{% hint style="info" %}
**Tip**: Templates copy the configuration at the time of use. Changes to a template won't affect agents already created from it.
{% endhint %}

### Managing Templates

<figure><img src="/files/buPjWnAVOSQnyrD1TcPL" alt="" width="375"><figcaption></figcaption></figure>

#### Template actions

On the **Interview Templates** page, each template offers:

* **Use Template:** Create a new agent from this template
* **View:** See the full template configuration
* **Edit:** Change the template settings
* **Star icon:** Set or unset as default template
* **Delete:** Remove the template permanently

#### Viewing template configuration

Click **View** on any template to see its full configuration, including:

* Interview questions and their scoring weights
* Workflow steps and their order
* Agent settings and behavior configurations

#### Editing a template

1. Click **Edit** on the template you want to modify
2. Make your changes in the agent configuration flow
3. Save to update the template

{% hint style="warning" %}
**Note**: Editing a template only affects future agents created from it. Existing agents remain unchanged.
{% endhint %}

#### Renaming a template

Click the edit icon next to the template name to rename it inline. Press Enter to save or Escape to cancel.

#### Deleting a template

1. Click the delete button on the template
2. Confirm the deletion in the dialog

{% hint style="danger" %}
**Warning**: Deleting a template is permanent and cannot be undone. However, agents already created from the template will continue to work normally.
{% endhint %}

### Template Codes

Each template is assigned a unique **template code** (e.g., `sales-voice-screen`, `technical-interview`). These codes can be used for:

* **ATS Integration**: Reference templates programmatically when creating agents via API
* **Quick Identification**: Easily identify templates across your organization
* **Automation**: Use template codes in workflows and integrations

Click on the template code badge to copy it to your clipboard.

## Best Practices

<details>

<summary>Name templates descriptively</summary>

Use clear, descriptive names that indicate the role type and interview style:

* "Sales Rep - Voice Screen"
* "Software Engineer - Technical Interview"
* "Customer Support - SMS + Video"

</details>

<details>

<summary>Create role-specific templates</summary>

Rather than one generic template, create specific templates for different role categories:

* Entry-level vs. senior positions
* Technical vs. non-technical roles
* Full-time vs. hourly positions

</details>

<details>

<summary>Default template tips</summary>

* Create templates for your most common interview types (technical, behavioral, screening)
* Test a template before setting it as default
* Keep your default template updated with your latest standards
* You can still change the agent after it's created from the default template

</details>

<details>

<summary>Review and update regularly</summary>

Periodically review your templates to ensure they reflect:

* Current hiring standards
* Updated job requirements
* Lessons learned from recent hiring cycles

</details>

<details>

<summary>Start with your most common roles</summary>

Begin by creating templates for roles you hire for most frequently. This gives you the biggest time savings and ensures consistency where it matters most.

</details>

## Frequently Asked Questions

<details>

<summary>Can I share templates across workspaces?</summary>

Templates are workspace-specific and cannot be directly shared across workspaces. However, you can recreate similar templates in other workspaces.

</details>

<details>

<summary>What happens to my templates if I change my subscription?</summary>

Your templates remain saved regardless of subscription changes. You can continue to use them when your subscription is active.

</details>

<details>

<summary>Is there a limit to how many templates I can create?</summary>

There is no limit to the number of templates you can create. Create as many as you need to cover your different hiring scenarios.

</details>

<details>

<summary>Can I duplicate a template?</summary>

Yes! Use an existing template to create a new agent, then save that agent as a new template with your modifications.

</details>


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