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Templates

Eight starters. Ship today.

Every template is fully working out of the box: system prompt, tools, escalation route, model selection. Edit anything, swap models, sandbox before committing — or build your own from a blank prompt.

Customer-facing

Deploy to your end users.

The three workhorse templates: tier-1 helpdesk, finance Q&A, and new-hire onboarding. Embed the chat widget on your portal or the new-hire wiki and ship.

Helpdesk

Tier-1 IT Helpdesk

Resolves password resets, MFA, VPN, printer, and software-install requests using your KB. Escalates the rest.

Example use cases

  • Password resets
  • VPN troubleshooting
  • Phishing escalation
Try in sandbox

Finance

Finance Q&A

Answers expense, P-card, vendor payment, and travel-policy questions with citations. Escalates approvals.

Example use cases

  • Expense policy
  • P-card limits
  • Reimbursement timeline
Try in sandbox

People

HR Onboarding

Walks new hires through their first-week checklist: payroll, benefits, equipment, training. Tracks completion.

Example use cases

  • Day-1 checklist
  • Benefits enrollment
  • Equipment tracking
Try in sandbox

Internal ops

For your engineering and platform teams.

Five templates we use ourselves at Intelligent iT to run the platform: PM, code review, stack bootstrap, security audit, and a cross-project knowledge agent.

Operations

PM Agent

Single-window status across every project — open PRs, deploy state, deferred work, sprint blockers. Cites the source file.

Example use cases

  • Sprint status
  • Deploy state
  • BUILD_MANIFEST deferrals
Try in sandbox

Engineering

Code Review Agent

Reviews diffs against your house conventions (CLAUDE.md per repo, brand rules, language guides). Cites the rule when flagging.

Example use cases

  • TypeScript any-flagging
  • Tenant scoping check
  • Inline-secret refusal
Try in sandbox

Engineering

Stack Bootstrap

Concierge for new-project credentials — walks the right vendor runbook, never re-invents secrets.

Example use cases

  • Provision Supabase
  • Rotate Stripe webhook
  • Verify GSM secret exists
Try in sandbox

Security

Audit Agent

Chat frontend onto cross-project security scanners — semgrep, osv-scanner, gitleaks, checkov. Surfaces findings.

Example use cases

  • OSS vuln scan
  • Secret leak history
  • IaC misconfig check
Try in sandbox

Knowledge

Cross-Project Knowledge

Unified search across every CLAUDE.md, decisions log, lessons-learned doc, and memory file. Always cites.

Example use cases

  • Find prior fix
  • Surface a convention
  • Cross-project search
Try in sandbox

Or build your own

Custom templates on every plan.

Start from a blank prompt, attach your tools (REST endpoints, MCP servers, KB sources), pick a model, save it as a tenant template. Every plan includes the full template editor.

  • Custom system prompt
  • Pick any LLM
  • Attach REST tools
  • MCP server tools
  • Per-tenant KB sources
  • Custom escalation routes

See a template in action.

30-minute walkthrough. We pick a template, point it at your KB, and ship a working agent on the call.