Use Agent Templates
Use Agent Templates
Agent templates are prebuilt personal Agents with instructions already written for common tasks. Instead of creating an Agent from scratch, you can start with a template and customize its instructions before creating the Agent.
To learn how to create an Agent, see Create and Manage Agents.
How Agent templates work
Each Agent template includes a predefined set of instructions designed for a specific workflow.
When you create an Agent from a template, you can review and edit those instructions before saving the Agent. After it’s created, you can continue updating its instructions at any time.
For guidance on writing clear, effective instructions, see How to Write Agent Instructions.
What TipMaster does
TipMaster identifies restaurant receipts where the tip exceeds 20% of the pre-tax subtotal and adds a comment showing the subtotal, tip amount, and calculated tip percentage.
TipMaster is useful for monitoring meal spending, identifying accidental over-tipping, or highlighting expenses that may need additional review.
What Translator Tess does
Translator Tess translates receipts that aren’t written in English and comments with an English translation of the receipt’s key details, including the merchant, date, line items, subtotal, tax, and total.
Translator Tess is useful for international travel, reviewing foreign-language receipts, or keeping expense documentation consistent across global teams.
What Splitter Sam does
Splitter Sam moves company card expenses to the correct card report, creating the report if necessary. Cash expenses aren’t affected.
Splitter Sam is useful if you use multiple company cards and want each card’s expenses grouped on its own report for easier reconciliation.
What happens after you create an Agent from a template
Creating an Agent from a template creates a standard personal Agent with the template’s instructions pre-filled.
After the Agent is created, you can:
- Edit its instructions at any time.
- Chat with the Agent.
- Copilot into the Agent’s account.
- Use the Agent the same way you would any other personal Agent.
