Templates - Trugen AI API Documentation

Templates define the persona, behaviour, and conversational structure of your AI Teammates. Rather than configuring every setting manually for each agent, templates give you a reusable blueprint — shareable across multiple agents, enabling fast iteration, consistent brand voice, and governance at scale.

What Can a Template Include?

A template consists of the following configurable components, and more:

Avatar for Teammate - Choose the visual identity your agent presents during live video conversations.
System Prompt - Defines the agent’s role, tone, and knowledge scope. This is the core directive that shapes reasoning and personality.
Knowledge Base Attachments - Bind knowledge sources such as documents, products, FAQs, or APIs.
Agent Config - Fine-tune model behaviour, session limits, recording preferences, and other agent-level settings.
Entry, Exit & Idle Timeout Messages - Set custom greetings, farewells, and responses to user inactivity.
Behaviour & Safety Settings - Control boundaries, compliance rules, escalation, and conversation guardrails.
Callback Events & Webhooks - Trigger external workflows or UI updates based on session lifecycle events.

Templates ensure that every agent deployed by your organisation shares consistent brand voice, intelligence grounding, and conversation workflow — whether you have 1 agent or thousands.

Create & Use a Template

Template creation and management can be performed using the API or visually through our Developer Platform.

Create a New Template

Create a conversational template using the API. This example shows a minimal configuration.

curl --request POST \
  --url https://api.trugen.ai/v1/template \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "template_name": "Sales Assistant Template",
  "template_system_prompt": "You are a friendly AI sales assistant that guides users through product selection and answers detailed product questions clearly.",
  "config": {
    "systemPrompt": "Respond in a conversational tone and always ask follow-up questions.",
    "conversationalContext": "sales",
    "maxCallDuration": 300
  },
  "knowledge_base": [
    {
      "id": "15b12908-309f-4e0f-bcb0-a4e23d45169a",
      "name": "Product Catalog"
    }
  ],
  "is_active": true,
  "record": true,
  "callback_url": "",
  "callback_events": []
}'

{
  "id": "d65a4f92-44b1-4fe6-b2ac-a1cb66366ddc",
  "message": "Template created successfully"
}

Replace <api-key> with your actual API key generated from our Developer Portal.

Create an Agent from the Template

Use the template ID returned above to spin up a fully configured agent instantly.

curl --request POST \
  --url https://api.trugen.ai/v1/agent/bytemplate \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "avatar_ids": [
    "ava_ed3a666dc5",
    "ava_ae61c9e28b"
  ],
  "template_id": "76d9ff1d-b1d5-4dee-9b9a-d4c4d58c9c55",
  "email": "demo@trugen.ai"
}'

{
  "id": "51ed8d70-9379-422f-aed4-f9f2b293ba4a",
  "message": "Agent created successfully"
}

Replace template_id with the actual template id returned in Step 1.

Why Use Templates?

Faster Deployment

Clone-ready configurations let you launch new agents in seconds — no manual setup from scratch.

Consistency & Brand Control

Centralise personality, tone, and rules so every agent speaks with the same voice.

Scales to Any Size

Ideal for enterprise teams and multi-location rollouts — one template, thousands of agents.

Easy Experimentation

Modify a template and all agents built from it update instantly — no rebuilding required.

What’s Next?

Templates API Reference

Full API set for creating, updating, retrieving, and deleting templates.

Knowledge Base

Attach knowledge sources to your template so agents always have the right context.

​What Can a Template Include?

​Create & Use a Template

​Why Use Templates?

Faster Deployment

Consistency & Brand Control

Scales to Any Size

Easy Experimentation

​What’s Next?

Templates API Reference

Knowledge Base

What Can a Template Include?

Create & Use a Template

Why Use Templates?

What’s Next?