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Applies to: Cloud and 3.259.0-edge

Create an agent from a template

Learn how to create Retool Agents from a template.

Retool Agents offers several pre-defined templates to help you create agents quickly for certain use-cases.

To create an agent from a template, select Templates or + New Agent in the left navigation bar, or select the + Agent button to open the Create agent modal that contains the list of templates.

Once you create an agent from template, use the following steps to configure your tools:

  1. Some tools require configuration to connect a resource (e.g., Google Docs, or Web Search). Click Select Resource.
  2. Use the dropdown to add a new resource or select a previously-created resource.
  3. Optionally select Apply to all tools that need this type of resource to apply the selected resource to all tools of the same type within the agent.
  4. Optionally select Require user confirmation before use, which prompts users for approval when the tool is triggered. For more information, refer to User consent handling.
  5. Click Save.

Certain templates that require custom tools are pre-populated with mock data (shown in the example screenshot below). You can edit the function to update the data it pulls in, and modify it to fit your own business needs.

The Competition Scanner template showing mock competitor data from Retool Database.