Agent Templates & Customization

Learn how to use pre-built agent configurations and customize agent behavior for your organization's specific needs.

Overview

Agent templates provide pre-configured settings for common use cases, while customization options let you tailor agent behavior to your unique requirements.

Pre-Built Templates

Industry Templates

Technology: Optimized for tech companies

Manufacturing: Configured for production environments

Healthcare: HIPAA-compliant settings

Finance: Financial services configurations

Function Templates

PMO Focus: Project management emphasis

Procurement Heavy: Vendor and contract focus

Risk-First: Enhanced risk monitoring

Innovation Lab: R&D optimization

Customization Options

Behavioral Tuning

Sensitivity Levels: Adjust alert thresholds

Analysis Depth: Configure analysis detail

Communication Style: Set output preferences

Priority Weights: Customize scoring factors

Data Configuration

Source Selection: Choose data inputs

Filtering Rules: Set data filters

Refresh Frequency: Configure update timing

Historical Range: Define lookback periods

How to Customize

Navigate to Agent Board → Settings

Select an agent to customize

Choose a template or start from scratch

Adjust parameters as needed

Save and test configuration

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Need help? Contact solstaff@soundoflife.media