Templates

Getting Started with Templates

A Quickstart Guide to Creating Agents

Templates provide a structured starting point to help you rapidly build AI agents with standardized logic, integrations, and configurations. This feature is ideal for users who want to avoid building agents from scratch and prefer a guided, consistent setup process.

Using a template streamlines the configuration of key components such as agent parameters, LLM settings, and workflow design. It also reduces the chance of errors and ensures that all required components are included for successful deployment.

Creating an Agent Using a Template

  1. Click Open Template on the desired agent template card to access the Edit Agent page, where you can modify the agent’s configuration.
  2. In the Left Panel, update the agent parameters as needed. Refer to the Configuring Agent Parameters section for detailed guidance on each field.
    Note: Ensure the correct LLM is selected under the LLM configuration. For details, refer Configuring LLM section.
  3. In the Center Canvas, drag and drop subagent or decision nodes to build or modify the workflow.
  4. Click on a subagent node in the canvas to open the Subagent Configuration Panel on the right. Update parameters or add new ones as required. For details, refer to the Configuring Subagent Parameter section.
  5. Use the toolbar icons (bottom left corner of the canvas) to add new subagent or decision nodes .
  6. Click Save and then Save Changes to apply the updates.
  7. Change the status to Ready using the Status dropdown to package the agent for deployment.

Result: You have successfully created an agent. The new agent you created appears in the AI agents catalogue page.

Available Agent Templates

The following table lists the prebuilt agent templates currently available in the UnO Agentic AI Builder. These templates help you quickly set up agents for various domains and use cases. You can use them as-is or customize them to suit your business needs.

Agent Name Categorisation
Advance Predict Agent Domains / Sales
AI Powered Search Agent Domains / ITOPS
BOM Analyzer Agent Domains / Sales
Inventory Budget Tracking Agent Domains / Finance
Component Lifecycle Predictor Agent Industries / Retail
Contract Analysis Agent Domains / Operations
Cost Analysis Agent Horizontal Processes / Procurement
Customer Support Agent Domains / Customer Support
Demand Forecasting Agent Domains / ITOPS
Dispute Resolution Agent Domains / ITOPS
Draft Contract Agent Horizontal Processes / Procurement
Dynamic Credit Scoring Agent Domains / Finance
Dynamic Pricing Agent Domains / Finance
Expense Reimbursement Agent Domains / Finance
Expense Tracker Agent Industries / Retail
Financial FAQ and Knowledge Assistant Agent Domains / Customer Support
Financial Forecasting Agent Domains / Finance
HR Companion Agent Domains / ITOPS
HR Learning and Development Agent Horizontal Processes / Human Resources
Insurance Claim Processing Agent Industries / Insurance
Inventory Optimization Agent Industries / Retail
KPI Monitoring Agent Domains / ITOPS
Patient Service Agent Industries / Healthcare
Portfolio Agent Domains / Finance
Predictive Analytics Agent Industries / Healthcare
Predictive Collections Agent Domains / Finance
Predictive Stock Recommender Agent Domains / Sales
Procurement Reconciliation Agent Horizontal Processes / Procurement
Request for Quotation Processing (RFQ Agent) Industries / Retail
Sales Forecasting Agent Domains / Sales
Scoring Agent Horizontal Processes / Procurement
Smart Ledger Agent Domains / Finance
Smart Part Finder Agent Industries / Retail
Supplier Performance Analytics Agent Domains / Operations
Supplier Risk Assessment Agent Horizontal Processes / Procurement
Supplier Risk and Financial Agent Horizontal Processes / Procurement
Supplier Selection Agent Domains / Operations
Treatment Planning Agent Industries / Healthcare