Creating AI Employees Using Templates

Templates are a quick way to set up AI Employees with ready-made conversation flows tailored to common use cases. This guide will walk you through how to create an AI Employee using a template—even if it’s your first time using Glide Campaign.

1. Open the AI Employee Section #

• Click “AI Employee” from the left-hand sidebar. 
• Select Skip/Manual setup on the lower left corner.
• Follow the on-screen prompts (you’ll be asked to enter your Industry and Company Name
  

2. Start the AI Employee Setup #

• If this is your first AI Employee, the setup process will start automatically.

• If you’ve already created one:
  
  • Click “+ AI Employee” in the top right corner.
    
  • The setup window will appear so you can start creating a new one.
    

3. Choose a Template #

• You’ll see a list of templates built for different industries and purposes.
  
• Select the one that most closely matches your use case.
  
• Templates help you get started faster with pre-filled conversation stages and logic.
  

4. Customize After Setup #

• Once your AI Employee is created:
  
  • Review each conversation stage.
    
  • Adjust the instructions to suit your specific goals.
    
  • Rename stages to match your workflow.
    
• Use the Test Chat feature to test how your AI Employee responds at each stage.