Overview
Agent templates are ready-made agent configurations built for specific use cases. Each template includes a pre-set name, description, and personality tuned for a particular industry or creator type. You can preview any template before using it, and using one as a starting point does not prevent you from customising it afterwards.
What agent templates are
Templates are example agents that come pre-configured with a personality and communication style. When you use a template, RightAsk loads that configuration into the setup wizard so you can add your own documents and customise the details before publishing.
The template gallery groups templates by use case. The first group of templates (Marcus, Sienna, Aria) appears at the top without a section heading. Below that, two labeled sections appear:
For Creators & Influencers — agents built for content creators, photographers, and influencers (Jordan, Lens, Alex).
Niche-Specific Templates — agents tailored for beauty, fitness, and gaming (Ava, Tyler, Zara).
How to browse templates
Open the left sidebar and select Dashboard.
From the Dashboard, navigate to
/dashboard/examples— this is the Agent Templates page.
Each template card displays the agent’s name and a short description of what it does. Select any card to open the detail page for that template.
How to use a template to create an agent
You can start from a template in two ways: from the template gallery page, or from the detail page of a specific template.
From the template gallery
Find the template you want in the grid.
Select Use as Quick Start below the template card.
RightAsk loads the template configuration and takes you to the setup wizard at the documents step so you can add your own content.
From the template detail page
Select a template card to open its detail page.
On the detail page you can read about the agent and interact with a live preview.
Select Use as Template to load the configuration and continue to the setup wizard.
If you have reached the agent limit for your plan, RightAsk shows a warning and takes you to the billing page instead of starting the wizard.
What happens next
After selecting Use as Quick Start or Use as Template, RightAsk:
Creates a new agent pre-filled with the template’s name and personality settings.
Takes you to the setup wizard at the appropriate step so you can upload your documents and review the configuration.
Lets you rename the agent, adjust the personality, and customise any other settings before publishing.
The template is a starting point only. All fields are editable after the wizard completes.
Troubleshooting
Templates are not loading. Navigate away from the page and return. If template cards do not appear, check your internet connection. If the problem persists, refresh the page.
Selecting “Use as Quick Start” shows a warning instead of opening the wizard. You have reached the agent limit for your current plan. The warning message confirms this. To create another agent, upgrade your plan from the billing section of your account.