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Using a template

Installing a template creates a new agent from that template’s snapshot. It’s the fastest way to go from “I need an agent for X” to a running assistant that already knows how to do the job.

What install does

Section titled “What install does”

When you install a template, Alfe:

  1. Creates a new agent for you, seeded with the template’s persona and workspace files.
  2. Sets up the template’s integrations so the agent is wired for the tools and channels it’s designed to use.
  3. Records where it came from — the agent remembers which template (and which version) it was installed from.

The new agent is yours. Changing it later has no effect on the template, and future updates to the template don’t silently change your agent.

Reconnecting integrations

Section titled “Reconnecting integrations”

A template records which integrations an agent uses, but never carries anyone else’s credentials. So if the template includes an integration that needs a login or API key — a Slack workspace, a Google account, a provider key — you’ll be prompted to connect those yourself after install. Until you do, the agent is fully created but those specific integrations wait for their credentials. Integrations that don’t need secrets are ready immediately.

The built-in team templates

Section titled “The built-in team templates”

Alfe ships with a roster of built-in templates designed to cover a real team — not just a few generic assistants. Each one has a hand-written persona and a role-specific first conversation, so the agent onboards the way that role actually would. They’re grouped into three areas:

Engineering & Product

Section titled “Engineering & Product”
  • Product Manager — frames work around users, outcomes, and the metrics that matter.
  • Software Architect — reasons in trade-offs, documents decisions, and pushes back on premature complexity.
  • Backend Engineer — learns the codebase fast and ships careful, well-tested changes.
  • Frontend Engineer — components, state, and design systems, with an eye on UX and accessibility.
  • QA Engineer — hunts edge cases and keeps the quality bar honest.
  • DevOps / SRE — automates everything and treats infrastructure as code.
  • Technical Writer — turns complex systems into docs people actually read.

Go-to-Market

Section titled “Go-to-Market”
  • Customer Support Agent — resolves issues with empathy and product fluency.
  • Customer Success Manager — reads health signals, prevents churn, and grows accounts.
  • Sales Development Rep — qualifies leads and translates value without getting pushy.
  • Marketing & Content Writer — matches brand voice across blogs, emails, and copy.
  • Social Media Manager — shifts tone per platform and knows when to post.

Operations

Section titled “Operations”
  • Executive Assistant — protects the principal’s time and keeps the team aligned.
  • Data & Insights Analyst — turns data into clear headlines, evidence, and recommendations.

Each built-in template is a starting point. After you install one, its persona files live in the agent’s workspace and you can shape them to fit your team — see Persona files.

Finding a template

Section titled “Finding a template”

Templates are browsable in the marketplace. You can:

  • Search by name or description.
  • Filter by category — templates are tagged with categories such as assistant, developer, creative, support, sales, and analyst.
  • Sort by what’s popular, trending, newest, or most-liked.

Community-published templates appear alongside the built-in ones, so you can install anything that fits — not just Alfe’s defaults.

The first conversation

Section titled “The first conversation”

Many templates include a bootstrap step: a role-specific first conversation the agent runs to learn how your team works — your standards, conventions, and “the way we do it here”. This isn’t a rigid survey; the agent opens in its persona’s voice and folds what it learns into its long-term memory. Once it knows enough to be useful, it offers to get to work. See Persona files for how this fits together.

Next steps

Section titled “Next steps”