> ## Documentation Index
> Fetch the complete documentation index at: https://pulze.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Assistant Templates

> Pre-built assistant templates for common use cases

## Overview

Templates provide pre-configured assistants that you can use immediately or customize for your specific needs. Each template includes optimized instructions, tools, and model settings for its use case.

## Using Templates

<Steps>
  <Step title="Browse Templates">
    Navigate to Assistants → Templates or create new assistant → Choose Template
  </Step>

  <Step title="Select Template">
    Choose a template that matches your needs
  </Step>

  <Step title="Review Configuration">
    Examine the instructions, tools, and settings
  </Step>

  <Step title="Customize (Optional)">
    Modify to fit your specific requirements
  </Step>

  <Step title="Save & Use">
    Save the assistant and start using it
  </Step>
</Steps>

## Available Templates

### Customer Support

**Purpose**: Handle customer inquiries and support tickets

**Includes**:

* Patient and empathetic communication style
* Web Search for product information
* Space Search for internal documentation
* Escalation protocols
* FAQ handling

**Best for**: Help desks, customer service teams, support operations

### Content Creator

**Purpose**: Generate and edit various types of content

**Includes**:

* Creative writing capabilities
* SEO optimization
* Multiple content formats
* Brand voice adaptation
* Web research tools

**Best for**: Marketing teams, content writers, social media managers

### Data Analyst

**Purpose**: Analyze data and generate insights

**Includes**:

* Data query capabilities
* Visualization suggestions
* Statistical analysis
* Report generation
* Custom data access

**Best for**: Analytics teams, business intelligence, data scientists

### Code Assistant

**Purpose**: Help with software development tasks

**Includes**:

* Code generation and review
* Debugging assistance
* Documentation writing
* Best practices guidance
* API integration help

**Best for**: Developers, DevOps teams, technical writers

### Research Assistant

**Purpose**: Gather and synthesize information

**Includes**:

* Web search capabilities
* Source citation
* Summary generation
* Comparative analysis
* Document synthesis

**Best for**: Researchers, analysts, knowledge workers

### Sales Assistant

**Purpose**: Support sales processes and outreach

**Includes**:

* Prospect research
* Email drafting
* Objection handling
* Follow-up suggestions
* CRM integration

**Best for**: Sales teams, business development, account managers

### HR Assistant

**Purpose**: Assist with human resources tasks

**Includes**:

* Job description writing
* Interview question generation
* Candidate evaluation
* Onboarding support
* Policy guidance

**Best for**: HR teams, recruiters, people operations

### Personal Productivity

**Purpose**: Help with task management and organization

**Includes**:

* Task breakdown
* Priority setting
* Schedule optimization
* Email drafting
* Meeting preparation

**Best for**: Individual contributors, managers, executives

## Pro Assistant Templates

Professional-grade assistants developed by Pulze:

<CardGroup cols={2}>
  <Card title="Ally" icon="headset" href="/agents/ally">
    Customer support specialist
  </Card>

  <Card title="Booster" icon="bullhorn" href="/agents/booster">
    SEO optimization expert
  </Card>

  <Card title="Buzz" icon="hashtag" href="/agents/buzz">
    Social media manager
  </Card>

  <Card title="Finny" icon="chart-line" href="/agents/finny">
    Business manager
  </Card>

  <Card title="Genius" icon="lightbulb" href="/agents/genius">
    Data analyst
  </Card>

  <Card title="Muse" icon="palette" href="/agents/muse">
    Personal coach
  </Card>

  <Card title="Rosie" icon="users" href="/agents/rosie">
    Coding assistant
  </Card>

  <Card title="Selly" icon="handshake" href="/agents/selly">
    Sales assistant
  </Card>

  <Card title="Sorter" icon="database" href="/agents/sorter">
    Information retrieval specialist
  </Card>

  <Card title="Tali" icon="book" href="/agents/tali">
    Recruitment assistant
  </Card>

  <Card title="Vizard" icon="wand-magic-sparkles" href="/agents/vizard">
    Virtual assistant
  </Card>

  <Card title="Wordi" icon="pen" href="/agents/wordi">
    Copywriter
  </Card>
</CardGroup>

[View all Pro Assistants →](/agents/overview)

## Customizing Templates

### Modifying Instructions

* Keep the core structure
* Add company-specific context
* Include product/service details
* Adjust tone to match brand
* Add specific constraints

### Tool Selection

* Enable additional tools as needed
* Remove unnecessary tools
* Configure tool parameters
* Add custom MCP tools
* Test tool interactions

### Model Settings

* Adjust temperature for creativity
* Modify token limits
* Fine-tune penalties
* Select preferred model
* Configure fallbacks

## Creating Your Own Templates

Save custom assistants as templates:

<Steps>
  <Step title="Build Assistant">
    Create and configure your assistant
  </Step>

  <Step title="Test Thoroughly">
    Validate with real-world scenarios
  </Step>

  <Step title="Document Usage">
    Add clear descriptions and examples
  </Step>

  <Step title="Save as Template">
    Mark as template in settings
  </Step>

  <Step title="Share">
    Make available to team or organization
  </Step>
</Steps>

## Template Best Practices

<AccordionGroup>
  <Accordion title="Clear Documentation">
    * Explain template purpose
    * List required tools
    * Specify use cases
    * Include examples
    * Note limitations
  </Accordion>

  <Accordion title="Flexibility">
    * Make easily customizable
    * Use placeholders for customization
    * Document customization points
    * Provide variation examples
    * Support multiple use cases
  </Accordion>

  <Accordion title="Testing">
    * Test with various inputs
    * Validate tool usage
    * Check edge cases
    * Gather user feedback
    * Iterate based on usage
  </Accordion>

  <Accordion title="Maintenance">
    * Update regularly
    * Fix reported issues
    * Add new capabilities
    * Improve based on feedback
    * Document changes
  </Accordion>
</AccordionGroup>

## Template Comparison

Choose the right template:

| Template         | Best For        | Tools Needed               | Complexity |
| ---------------- | --------------- | -------------------------- | ---------- |
| Customer Support | Support teams   | Web Search, Space Search   | Low        |
| Content Creator  | Marketing       | Web Search, URL Similarity | Medium     |
| Data Analyst     | Analytics       | Custom Data, API Request   | High       |
| Code Assistant   | Developers      | Web Search, API Request    | Medium     |
| Research         | Knowledge work  | Web Search, URL Similarity | Low        |
| Sales            | Sales teams     | Web Search, Space Search   | Low        |
| HR               | Human resources | Web Search, Space Search   | Low        |
| Productivity     | Personal use    | Minimal                    | Low        |

## Next Steps

<CardGroup cols={2}>
  <Card title="Create Assistant" icon="plus" href="/pulze/assistants/create-configure">
    Build a custom assistant
  </Card>

  <Card title="Pro Assistants" icon="star" href="/agents/overview">
    Explore professional assistants
  </Card>

  <Card title="Use in Space" icon="rocket" href="/pulze/spaces/overview">
    Deploy to your workspace
  </Card>

  <Card title="Back to Assistants" icon="robot" href="/pulze/assistants/overview">
    Return to Assistants overview
  </Card>
</CardGroup>