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.

Setting Up a Default Template

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Step 1 Create or Choose a Template

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

• Create a new template from scratch

• Use an existing template from your workspace

• Create a template from an existing agent

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Step 2 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

Only one template can be default at a time. When you set a new default, any existing default is automatically unset.

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Step 3 Verify the Default

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

Managing Default Templates

To Change the Default

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

To Remove the Default

• Find the current default template (identified by the filled star and "Default" badge)

• Click the Star icon to unset it

To Use a Template Without Setting as Default

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.

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

Benefits

• 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

Important Notes

• 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

Tips for Best Results

• 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

Additional resources

For additional information not covered here, or if you need live assistance, reach out to [email protected].