Skip to content

Use a Template

A Template gives you a structured starting point for a kind of work. It asks for the details that shape the Agent, then AI turns your answers into a draft that you can inspect in Agent Editor.

A generated draft is not an approved Agent. The expert or owner still decides whether the instructions, boundaries, model, and tools match the real job.

Before you start

Have one real situation ready. You should be able to explain:

  • Who needs help and what they are trying to accomplish
  • What a useful result should contain
  • Which sources or facts the Agent may rely on
  • What the Agent should never assume or promise
  • When a person should take over

Step 1: Open the Template flow

  1. Open the workspace.
  2. Select AI agents.
  3. Click New.
  4. Select Use a template in Agent Editor.

If no Template fits the job, select Start blank and continue with Build the First Version.

Step 2: Choose a Template

Search or browse the available Templates. Choose one because its job and boundaries resemble yours, not only because its title sounds familiar.

Templates may ask different questions and configure different tools. Read the setup description before continuing.

Step 3: Answer the setup questions

Your answers define the constraints used to generate the draft. Use concrete work language:

  • Describe the result the Agent should produce or the next step it should help complete.
  • Name the source of truth when correctness depends on specific information.
  • State risky or unsupported situations that should use a safe fallback.
  • Explain what information must be collected before an action or recommendation.

Complete all required fields. If the form reports a validation problem, fix it before generating the draft.

Step 4: Generate the draft

Click Generate draft with AI. Codeer keeps your answers if generation fails, so you can retry without starting over.

When generation finishes, Codeer returns you to Agent Editor and shows that the Template draft was generated.

Step 5: Review every generated field

Before clicking Create, review at least:

  • Name and Description: Do they make the Agent's job understandable to users and operators?
  • Instructions: Do they describe the expected result, necessary questions, boundaries, and handoff behavior?
  • Model: Is it active and compatible with the work and tools?
  • Tools and tool instructions: Does every enabled action belong in the first scope?
  • Suggested questions and other generated fields: Do they lead users toward supported work?

Remove unnecessary tools or claims. A Template is a starting point, not permission to publish every generated capability.

Step 6: Create the Agent and test the real situation

Click Create when the draft is ready to test. Use Live Test on the real situation you brought, then try nearby boundaries before saving must-pass cases.

→ Build and Debug the First Draft

Adjust or regenerate the Template draft

Use Adjust template settings when you need to change your answers.

Regenerating replaces the current draft

Generating again replaces the current name, description, core instructions, model, and tool settings in Agent Editor. Review the confirmation carefully. Choose Keep current draft if you do not want those fields replaced.

Next steps