Charter Templates

What Are Charter Templates?

Charter Templates are ready-made drafts for the Charters most teams need. Choosing a template fills in a Charter with sensible defaults that teams can review, edit, and publish. They make it faster to stand up a well-structured agent and help new teams follow proven patterns.

Common Charter Templates

• Foundations: Sets the agent's identity, voice, and always-on references, with a generated Manual to refine.
• Escalation Guide: Defines how the agent behaves when a customer asks for a person, using an Intelligent Field that detects escalation requests.
• Voice: A Charter that applies only to voice conversations, for spoken-language behavior.
• System messages: Templates for fallback messages and content safety responses.

How Charter Templates Work

A template creates a draft. Nothing changes in the live agent until the team reviews and publishes the Charter, so templates are a safe way to explore configuration.

Frequently Asked Questions

Can I change a Charter after starting from a template?

Yes. A template is only a starting point. Every field in the resulting Charter can be edited like any other Charter.