> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.buildworkforce.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Using Teammate Templates

### What are Templates?
Templates are pre-build Teammates created by an organization admin. They cover most common usage of Teammates for your organization.

# How to use Templates
There are two ways of building Teammate based on Templates.
### Option 1: Starting from the Templates Page
* Go to Templates page.
* Carefully review the name and description of each template.
* Select the one that best suits your purpose.
* Click ‘Use Template’ button.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_1qkneg4.png)

### Option 2: Starting from the Teammates Page
* Go to Teammates page.
* Click Add New button.
* Observe modal with the list of Templates that appeared.
* Choose the Template that suits your purpose and click ‘Use Template’ button.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_luz2vy.png)

### What’s next
Clicking ‘Use Template’ leads on a New Teammate Builder page with predefined configuration.
* On Teammate Builder review Teammate's settings such as selected AI model, Instructions, available Tools and make sure they suit your purpose.
Observe Knowledge Base section.
* If Document Collection is present load your own documents you want to analyze.
* Some tools may require additional inputs from a user e.g. Jira tool requires username and API token.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/agileuserapi_1hn9uvt.png)
* Modify any part of Teammate settings the same way as for a new Teammate. This will not affect initial Template in any way.
* Template name and description is not inherited by a new Teammate. Give your own Name and Description and save a Teammate.