Why Use Agent Templates?
| Benefit | Description |
|---|---|
| Faster Deployment | Skip hours of prompt engineering and toolkit configuration. Templates are ready to use in minutes. |
| Best-Practice Foundation | Each template is built around proven patterns for prompt structure, tool usage, and response formatting. |
| Fully Customizable | Start with a template, then adjust the personality prompt, model, toolkits, and memory settings to fit your exact needs. |
| Consistent Quality | Templates enforce behavioral guardrails that reduce hallucinations and ensure reliable, enterprise-grade responses. |
Browse Agent Templates
Agent Templates are organized by executive role. In the Agents section of your project, use the filter tabs to browse by category or view all templates at once.| Filter | Role | Templates |
|---|---|---|
| All | — | All 23 templates |
| CFO | Chief Financial Officer | 5 templates |
| CPO | Chief Procurement Officer | 4 templates |
| CLO | Chief Legal Officer | 6 templates |
| CHRO | Chief Human Resources Officer | 3 templates |
| CIO | Chief Information Officer | 5 templates |
- Navigate to Agents in your EKB project.
- Browse templates using the category filter or search bar.
- Select a template, choose your AI Model, and click Create.
- Review and customize the Personality Prompt in General Settings.
- Test the agent in Chat before sharing with your team.
CFO Templates
Templates for finance teams — budgeting, accounts payable, financial reporting, forecasting, and treasury compliance.Budget Planning Assistant
Budget Planning Assistant
Automates budget creation, variance analysis, and financial forecasting to support strategic planning and resource allocation.
Personality Prompt
Acts as a senior budget planning advisor for executive decision-making. The pre-configured prompt drives end-to-end budget creation, variance analysis, and financial forecasting aligned to corporate strategy.- Builds budgets from historical data, spending trends, and strategic objectives
- Tracks actuals vs. budget, flags material variances (>5% or significant amounts), and investigates root causes
- Produces rolling forecasts with conservative, base, and optimistic scenarios
- Generates executive reports and charts via Database, Python, and Knowledge Base toolkits
- Communicates in CFO-ready language — concise summaries, clear financial impact, and recommended actions
How to Deploy
- Navigate to Agents → filter by CFO → select Budget Planning Assistant.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, and Knowledge Base toolkits, then upload budget templates and financial data.
- Extend the Personality Prompt with your fiscal calendar, chart of accounts, and reporting standards.
- Test in Chat with sample requests such as “Compare Q1 actuals vs. budget by department.”
Invoice Processing Agent
Invoice Processing Agent
Streamlines accounts payable by automatically processing, validating, and categorizing invoices for approval workflows.
Personality Prompt
Acts as an expert accounts payable specialist for enterprise invoice processing. The pre-configured prompt automates intake, validation, approval routing, and exception handling while maintaining financial controls and audit readiness.- Extracts and validates invoice data from uploaded documents (vendor, amounts, line items, tax)
- Verifies vendors and purchase orders against ERP records; flags duplicates and mismatches
- Routes invoices through approval workflows based on amount, category, and policy limits
- Categorizes exceptions (high/medium/low priority) with analysis and recommended actions
- Uses Knowledge Base, Python, and Database toolkits for document extraction, validation logic, and queue management
- Communicates clear processing status, exception alerts, and audit-ready summaries for finance teams
How to Deploy
- Navigate to Agents → filter by CFO → select Invoice Processing Agent.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, and Database toolkits, then upload sample invoices and vendor/PO data.
- Extend the Personality Prompt with approval thresholds, GL codes, and validation rules.
- Test in Chat with sample invoices before enabling for your AP team.
Financial Reporting Assistant
Financial Reporting Assistant
Generates comprehensive financial statements, dashboards, and regulatory reports with real-time data integration.
Personality Prompt
Acts as a senior financial reporting specialist for executive and regulatory reporting. The pre-configured prompt drives end-to-end statement preparation, dashboard creation, and management commentary with GAAP-aligned accuracy and compliance.- Prepares P&L, Balance Sheet, Cash Flow, and equity statements from GL and trial balance data
- Builds executive KPI dashboards, scorecards, and period-over-period variance analysis
- Produces regulatory and audit-ready reports with supporting documentation
- Validates data completeness, period cutoffs, classifications, and mathematical accuracy before distribution
- Uses Database, Python, and Knowledge Base toolkits for data extraction, analytics, visualizations, and accounting guidance
- Communicates with strategic focus — key metrics, variance drivers, forward-looking risks, and actionable recommendations
How to Deploy
- Navigate to Agents → filter by CFO → select Financial Reporting Assistant.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, and Knowledge Base toolkits, then link your chart of accounts and reporting templates.
- Extend the Personality Prompt with reporting standards (e.g., GAAP), KPI definitions, and closing schedules.
- Test in Chat with requests such as “Generate a P&L summary for Q1 2026.”
Forecasting & Scenario Modelling Agent
Forecasting & Scenario Modelling Agent
Creates financial forecasts and analyzes multiple business scenarios to support strategic planning decisions.
Personality Prompt
Acts as an expert financial modeler for strategic forecasting and scenario analysis. The pre-configured prompt builds short- and long-term projections, multi-scenario comparisons, and risk-adjusted outcomes to support executive planning decisions.- Analyzes historical financial data to identify trends, seasonality, and key business drivers
- Builds base-case forecasts and optimistic, base, and pessimistic scenarios with probability weightings
- Runs sensitivity analysis and Monte Carlo simulations with confidence intervals and target probabilities
- Models market, operational, financial, and strategic risks and their impact on projections
- Uses Database, Python, Web Search, and Knowledge Base toolkits for data extraction, advanced modeling, market research, and methodology guidance
- Delivers executive-ready forecast summaries, scenario comparisons, and transparent assumptions with validation against historical actuals
How to Deploy
- Navigate to Agents → filter by CFO → select Forecasting & Scenario Modelling Agent.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Web Search, and Knowledge Base toolkits, then upload historical financial data and planning assumptions.
- Extend the Personality Prompt with forecast horizons, scenario variables, and sensitivity rules.
- Test in Chat with requests such as “Model revenue impact if churn increases 2%.”
Treasury & Tax Compliance Agent
Treasury & Tax Compliance Agent
Analyzes cash flow, manages liquidity planning, and ensures compliance with tax regulations and reporting requirements.
Personality Prompt
Acts as a senior treasury and tax compliance specialist for enterprise cash and regulatory operations. The pre-configured prompt manages cash flow analysis, liquidity planning, tax obligations, and financial risk across entities and jurisdictions.- Monitors and forecasts operating, investing, and financing cash flows with rolling 13-week and annual projections
- Optimizes liquidity, banking relationships, short-term investments, and covenant compliance
- Tracks tax obligations (corporate, sales/use, payroll, property, international) and prepares audit-ready filings
- Identifies and mitigates currency, interest rate, and counterparty risks with hedging and policy adherence
- Uses Database, Python, Web Search, and Knowledge Base toolkits for financial analysis, document processing, regulatory research, and policy lookup
- Delivers executive treasury reports — daily cash position, weekly forecasts, compliance summaries, and crisis-readiness indicators
How to Deploy
- Navigate to Agents → filter by CFO → select Treasury & Tax Compliance Agent.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Web Search, and Knowledge Base toolkits, then link bank records, tax documents, and treasury policies.
- Extend the Personality Prompt with jurisdiction rules, filing deadlines, and liquidity thresholds.
- Test in Chat with compliance and cash-flow queries relevant to your organization.
CPO Templates
Templates for procurement teams — trade compliance, spend analysis, vendor onboarding, and negotiation support.Tariff & Trade Compliance Agent
Tariff & Trade Compliance Agent
Monitors international trade regulations, calculates tariffs, and ensures import/export compliance.
Personality Prompt
Acts as an expert international trade compliance specialist for global supply chains. The pre-configured prompt monitors regulations, calculates duties, manages customs documentation, and mitigates trade compliance risks.- Tracks tariff changes, trade agreements, sanctions, export controls, and customs rulings via regulatory intelligence
- Classifies products (HS codes), validates valuations, and verifies rules-of-origin and preferential treatment eligibility
- Calculates duties, taxes, anti-dumping/CVD assessments, and total landed costs with audit-ready documentation
- Flags classification, valuation, sanctions, and documentation risks with recommended mitigation actions
- Uses Web Search, Database, Python, and Knowledge Base toolkits for regulatory research, trade records, duty calculations, and compliance procedures
- Delivers business-focused compliance reports — transaction summaries, regulatory updates, and duty optimization opportunities
How to Deploy
- Navigate to Agents → filter by CPO → select Tariff & Trade Compliance Agent.
- Choose your AI model and click Create.
- Connect Web Search, Database, Python Code Execution, and Knowledge Base toolkits, then upload trade documents and product classification data.
- Extend the Personality Prompt with applicable trade regimes, HS classifications, and escalation rules.
- Test in Chat with sample import/export scenarios.
Spend Analysis Agent
Spend Analysis Agent
Analyzes company spending patterns, identifies cost-saving opportunities, and tracks budget performance.
Personality Prompt
Acts as an expert procurement analytics specialist for enterprise spend management. The pre-configured prompt delivers spend visibility, cost optimization insights, and strategic sourcing intelligence across categories, vendors, and business units.- Cleanses and classifies spend data; identifies maverick and off-contract purchasing
- Analyzes spend cubes, Pareto patterns, and price vs. volume trends to pinpoint savings opportunities
- Benchmarks pricing, evaluates vendor performance, and assesses contract compliance and concentration risk
- Tracks KPIs — spend under management, savings achievement, maverick spend, and supplier performance
- Uses Database, Python, Web Search, and Knowledge Base toolkits for spend extraction, advanced analytics, market benchmarks, and contract policies
- Delivers actionable executive dashboards and category reviews with quantified savings and implementation recommendations
How to Deploy
- Navigate to Agents → filter by CPO → select Spend Analysis Agent.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Web Search, and Knowledge Base toolkits, then link spend data, vendor records, and contract terms.
- Extend the Personality Prompt with spend categories, savings targets, and reporting cadence.
- Test in Chat with requests such as “Identify top 10 vendors by spend this quarter.”
Vendor Onboarding & Due Diligence Agent
Vendor Onboarding & Due Diligence Agent
Streamlines vendor registration, conducts comprehensive background checks, and manages compliance documentation.
Personality Prompt
Acts as an expert vendor qualification specialist for enterprise procurement. The pre-configured prompt streamlines onboarding, conducts multi-dimensional due diligence, and maintains vendor risk profiles with audit-ready documentation.- Reviews vendor applications, validates document completeness, and extracts company details and certifications
- Performs financial, legal, operational, reputational, and compliance due diligence via research and document analysis
- Calculates weighted risk scores and assigns qualification levels (Approved, Conditional, Under Review, Rejected, Suspended)
- Tracks certifications, insurance, periodic reviews, and vendor records in a centralized database
- Uses Knowledge Base, Web Search, Database, and Python toolkits for document processing, background research, vendor records, and risk analytics
- Delivers clear onboarding status updates, risk summaries, and mitigation recommendations for procurement teams
How to Deploy
- Navigate to Agents → filter by CPO → select Vendor Onboarding & Due Diligence Agent.
- Choose your AI model and click Create.
- Connect Knowledge Base, Web Search, Database, and Python Code Execution toolkits, then upload compliance checklists and vendor application templates.
- Extend the Personality Prompt with required onboarding steps, approval workflows, and risk score thresholds.
- Test in Chat with requests such as “Walk me through onboarding a new SaaS vendor.”
Vendor Negotiation Assistant
Vendor Negotiation Assistant
Assists in contract negotiations, analyzes terms and conditions, and recommends optimal negotiation strategies.
Personality Prompt
Acts as an expert procurement negotiator for complex vendor contracts and commercial agreements. The pre-configured prompt supports pre-negotiation prep, live negotiation guidance, and post-deal analysis with data-driven strategy and market intelligence.- Analyzes contract terms, pricing, SLAs, risk allocation, and IP clauses against benchmarks and historical agreements
- Researches market rates, vendor financial health, and competitive alternatives to define BATNA and leverage points
- Develops negotiation strategies, scenario models, playbooks, and tactical responses for common vendor positions
- Assesses commercial, performance, legal, and strategic risks with mitigation recommendations
- Uses Knowledge Base, Web Search, Database, and Python toolkits for contract analysis, market research, historical pricing, and scenario modeling
- Delivers negotiation briefs with quantified savings impact, talking points, and relationship-aware recommendations
How to Deploy
- Navigate to Agents → filter by CPO → select Vendor Negotiation Assistant.
- Choose your AI model and click Create.
- Connect Knowledge Base, Web Search, Database, and Python Code Execution toolkits, then upload negotiation playbooks, standard terms, and benchmark data.
- Extend the Personality Prompt with negotiation priorities, fallback positions, and approval limits.
- Test in Chat by pasting sample contract clauses for analysis.
CLO Templates
Templates for legal teams — contract review, NDA analysis, obligation tracking, regulatory compliance, and risk discovery.Contract Review AI
Contract Review AI
Automated contract analysis and review system that identifies key terms, potential risks, and compliance issues.
Personality Prompt
Acts as an expert legal contract analyst for enterprise legal operations. The pre-configured prompt performs clause-by-clause review, risk scoring, compliance validation, and actionable recommendations for contract optimization.- Extracts and analyzes commercial terms, SLAs, termination clauses, IP rights, and confidentiality provisions
- Scores financial, legal, operational, and strategic risks with prioritized Low/Medium/High/Critical ratings
- Verifies regulatory compliance and alignment with internal policies, governance standards, and approval authorities
- Compares terms against templates, precedents, and industry best practices to flag unfavorable or unusual clauses
- Uses Knowledge Base, Python, Web Search, and Database toolkits for document analysis, risk modeling, legal research, and review records
- Delivers executive contract summaries and risk dashboards in clear business language with specific next steps
How to Deploy
- Navigate to Agents → filter by CLO → select Contract Review AI.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, Web Search, and Database toolkits, then upload standard contract templates and clause libraries.
- Extend the Personality Prompt with your organization’s risk tolerance and non-negotiable terms.
- Test in Chat by uploading a sample contract for review.
NDA Review Agent
NDA Review Agent
Reviews and analyzes non-disclosure agreements to identify key terms, risks, and compliance requirements.
Personality Prompt
Acts as an expert NDA analyst for enterprise confidentiality and IP protection. The pre-configured prompt reviews mutual, unilateral, employment, and vendor NDAs with clause-by-clause analysis, risk scoring, and enforceability assessment.- Classifies NDA type and analyzes scope of confidential information, permitted uses, disclosure exceptions, and survival terms
- Evaluates governing law, remedies, injunctive relief, return/destruction obligations, and IP safeguards
- Scores confidentiality, legal, business, and operational risks with prioritized recommendations
- Verifies compliance with privacy laws (GDPR, CCPA), employment law, trade secret, and internal policies
- Uses Knowledge Base, Python, Web Search, and Database toolkits for document analysis, risk modeling, legal research, and review records
- Delivers NDA summaries and risk dashboards in clear business language with specific modification guidance
How to Deploy
- Navigate to Agents → filter by CLO → select NDA Review Agent.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, Web Search, and Database toolkits, then upload standard NDA templates and approved clause language.
- Extend the Personality Prompt with mutual vs. one-way NDA policies and red-flag thresholds.
- Test in Chat by submitting a sample NDA for review.
Contracting and Obligation Management Agent
Contracting and Obligation Management Agent
Tracks contract terms, monitors deliverables, and manages vendor performance obligations.
Personality Prompt
Acts as an expert contract lifecycle manager for enterprise legal and vendor operations. The pre-configured prompt tracks contracts, obligations, and vendor performance from execution through renewal with proactive risk and compliance oversight.- Monitors contract lifecycle stages, key dates, milestones, renewals, and termination deadlines
- Maps party obligations into measurable deliverables with SLA and KPI tracking
- Assesses delivery, financial, compliance, and relationship performance against contractual commitments
- Generates critical, warning, and informational alerts for breaches, degrading performance, and upcoming deadlines
- Uses Database, Knowledge Base, Python, and Web Search toolkits for obligation tracking, document extraction, performance analytics, and vendor intelligence
- Delivers contract portfolio dashboards, vendor scorecards, and executive risk summaries with recommended corrective actions
How to Deploy
- Navigate to Agents → filter by CLO → select Contracting and Obligation Management Agent.
- Choose your AI model and click Create.
- Connect Database, Knowledge Base, Python Code Execution, and Web Search toolkits, then link contract repositories and obligation tracking data.
- Extend the Personality Prompt with renewal alerts, SLA definitions, and escalation triggers.
- Test in Chat with requests such as “List contracts expiring in the next 90 days.”
Contract Evaluation Assistant
Contract Evaluation Assistant
Helps evaluate multiple contracts and statements of work (SoWs) to extract key terms, assess risks, and flag compliance discrepancies.
Personality Prompt
Acts as an expert multi-contract evaluator for enterprise legal decision-making. The pre-configured prompt compares contracts and SoWs side-by-side with standardized scoring, risk assessment, and compliance gap analysis.- Intakes and classifies contract portfolios; extracts standardized commercial, legal, and performance terms
- Applies weighted scoring across commercial, legal, operational, compliance, and strategic dimensions
- Builds risk heat maps and comparative matrices with probability-impact scoring across portfolios
- Flags compliance discrepancies against regulations and internal policies with remediation priorities
- Uses Knowledge Base, Python, Database, and Web Search toolkits for batch document analysis, comparative analytics, benchmarks, and legal research
- Delivers comparison matrices, risk dashboards, and executive decision summaries with ranked recommendations
How to Deploy
- Navigate to Agents → filter by CLO → select Contract Evaluation Assistant.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, Database, and Web Search toolkits, then upload evaluation criteria and comparison frameworks.
- Extend the Personality Prompt with scoring rubrics and mandatory clause requirements.
- Test in Chat by submitting multiple SoWs for side-by-side evaluation.
Regulatory Compliance Agent
Regulatory Compliance Agent
Monitors regulatory changes, ensures adherence to industry standards, and manages compliance reporting.
Personality Prompt
Acts as an expert regulatory compliance specialist for enterprise legal and governance operations. The pre-configured prompt monitors regulatory changes, assesses compliance gaps, manages audit programs, and mitigates enforcement and operational risks.- Tracks regulatory updates across financial, data protection, industry, employment, and environmental domains
- Performs gap analysis against policies, procedures, and current legal requirements with risk-based prioritization
- Coordinates audit planning, finding remediation, and compliance reporting for regulators and leadership
- Monitors KPIs — compliance rates, audit findings, training completion, and incident response timelines
- Uses Web Search, Database, Python, and Knowledge Base toolkits for regulatory intelligence, compliance records, risk analytics, and policy access
- Delivers actionable compliance guidance with escalation paths for critical violations and material weaknesses
How to Deploy
- Navigate to Agents → filter by CLO → select Regulatory Compliance Agent.
- Choose your AI model and click Create.
- Connect Web Search, Database, Python Code Execution, and Knowledge Base toolkits, then upload compliance policies and regulatory frameworks.
- Extend the Personality Prompt with your industry, jurisdictions, and reporting obligations.
- Test in Chat with regulatory change and compliance status queries.
Discovery & Risk Agent
Discovery & Risk Agent
Identifies potential business risks, conducts risk assessments, and provides early warning alerts for threat mitigation.
Personality Prompt
Acts as an expert enterprise risk intelligence specialist for proactive threat discovery and early warning. The pre-configured prompt scans internal and external environments, assesses risk probability and impact, and delivers prioritized alerts to leadership.- Monitors external factors — regulatory changes, market conditions, geopolitical events, and competitive threats
- Analyzes internal incident patterns, operational metrics, and historical risk data for emerging vulnerabilities
- Evaluates strategic, operational, financial, legal, reputational, and cybersecurity risks with velocity and cascading-effect analysis
- Runs predictive risk models and scenario analysis with Critical/High/Medium/Low alert classifications
- Uses Web Search, Database, Python, and Knowledge Base toolkits for threat intelligence, risk registers, predictive analytics, and incident documentation
- Delivers executive risk briefings with mitigation strategies, contingency planning support, and threshold-based escalation
How to Deploy
- Navigate to Agents → filter by CLO → select Discovery & Risk Agent.
- Choose your AI model and click Create.
- Connect Web Search, Database, Python Code Execution, and Knowledge Base toolkits, then link risk registers, audit findings, and policy documents.
- Extend the Personality Prompt with risk categories, severity scales, and escalation paths.
- Test in Chat with sample risk scenarios and assessment requests.
CHRO Templates
Templates for HR teams — employee support, candidate screening, and performance review workflows.Employee Assistant
Employee Assistant
Employee experience agent that provides personalized support, automation, and insights across HR workflows.
Personality Prompt
Acts as an expert HR employee experience assistant for enterprise human resources operations. The pre-configured prompt delivers personalized support, self-service guidance, and proactive insights across the employee lifecycle.- Answers HR inquiries on benefits, time off, performance, policies, and workplace procedures with personalized context
- Guides employees through self-service workflows, form completion, and process navigation
- Routes complex issues to HR specialists with full context; automates routine tasks and request tracking
- Generates role- and tenure-based recommendations for benefits, training, and career development
- Uses Database, Knowledge Base, Python, and Web Search toolkits for employee records, policy lookup, analytics, and HR best practices
- Communicates in a friendly, professional tone with privacy-compliant handling of sensitive employee data
How to Deploy
- Navigate to Agents → filter by CHRO → select Employee Assistant.
- Choose your AI model and click Create.
- Connect Database, Knowledge Base, Python Code Execution, and Web Search toolkits, then upload HR policies, benefits guides, and employee handbooks.
- Extend the Personality Prompt with tone guidelines, escalation rules, and supported request types.
- Test in Chat with common employee questions such as “What is our parental leave policy?”
Resume Ranking Assistant
Resume Ranking Assistant
Evaluates CVs against job requirements and extracts key values to filter candidates. Provides intelligent candidate screening.
Personality Prompt
Acts as an expert talent acquisition screening specialist for intelligent resume evaluation and candidate ranking. The pre-configured prompt parses resumes, maps skills to job requirements, and produces objective scored rankings with detailed justifications.- Extracts qualifications, experience, education, skills, and achievements from resume documents
- Scores candidates on skills match (40%), experience relevance (35%), credentials (15%), and achievements (10%)
- Ranks candidates as Excellent, Good, Moderate, or Limited match with gap analysis and overqualification flags
- Applies bias-mitigation practices — standardized criteria, skills-focused evaluation, diverse path recognition
- Uses Knowledge Base, Python, Database, and Web Search toolkits for resume parsing, scoring algorithms, candidate records, and market benchmarks
- Delivers ranking reports with evidence-based strengths, development areas, and hiring manager recommendations
How to Deploy
- Navigate to Agents → filter by CHRO → select Resume Ranking Assistant.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, Database, and Web Search toolkits, then upload job descriptions and scoring rubrics.
- Extend the Personality Prompt with must-have vs. nice-to-have criteria and bias-mitigation rules.
- Test in Chat by submitting sample resumes against a job description.
Performance Review Assistant
Performance Review Assistant
Automates performance evaluation processes, tracks employee goals, and provides data-driven insights for talent management.
Personality Prompt
Acts as an expert performance management specialist for enterprise talent development. The pre-configured prompt automates review cycles, tracks goals and KPIs, and generates data-driven insights for employee growth and retention.- Tracks employee goals, milestones, and KPI achievement with automated progress notifications
- Facilitates review workflows using structured templates, 360-degree feedback, and 5-point rating scales
- Analyzes individual and team performance trends; identifies high performers, gaps, and flight risks
- Creates personalized development plans with training, mentoring, and stretch assignment recommendations
- Uses Database, Python, Knowledge Base, and Web Search toolkits for performance records, analytics, evaluation frameworks, and benchmarking
- Maintains fair, objective evaluations with calibration support and confidential, actionable feedback
How to Deploy
- Navigate to Agents → filter by CHRO → select Performance Review Assistant.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Knowledge Base, and Web Search toolkits, then upload performance review templates and competency frameworks.
- Extend the Personality Prompt with review cycles, rating scales, and feedback guidelines.
- Test in Chat with sample goal-tracking and review-summary requests.
CIO Templates
Templates for IT teams — document extraction, agent QA, incident resolution, data governance, and cloud cost optimization.Extraction Assistant
Extraction Assistant
Extracts values from uploaded documents and enables human validation and correction of extracted data.
Personality Prompt
Acts as an expert document processing specialist for intelligent data extraction and human-in-the-loop validation. The pre-configured prompt classifies documents, extracts structured data, and routes low-confidence fields for human review.- Processes invoices, forms, contracts, reports, and identity documents with OCR and pattern recognition
- Extracts key-value pairs, tables, and structured fields with confidence scoring and business-rule validation
- Flags uncertain extractions for human review with side-by-side correction workflows and audit trails
- Exports validated data as JSON, CSV, or XML with accuracy tracking and continuous improvement
- Uses Knowledge Base, Python, Database, and Web Search toolkits for document intake, extraction, validation records, and standards research
- Maintains secure, privacy-compliant handling with GDPR and industry-specific regulatory awareness
How to Deploy
- Navigate to Agents → filter by CIO → select Extraction Assistant.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, Database, and Web Search toolkits, then upload sample documents and extraction templates.
- Extend the Personality Prompt with field definitions, validation rules, and output formats.
- Test in Chat by uploading documents and verifying extracted values.
Agent QA Analyst
Agent QA Analyst
Automatically reviews and scores customer support conversations to improve agent performance and quality.
Personality Prompt
Acts as an expert customer support QA specialist for automated conversation analysis and agent performance optimization. The pre-configured prompt scores interactions, identifies training gaps, and tracks quality trends across channels.- Analyzes chat, email, phone, and social support conversations with NLP, sentiment, and tone assessment
- Scores agents on communication (25%), problem-solving (30%), knowledge (20%), customer experience (15%), and efficiency (10%)
- Tracks CSAT, first-call resolution, handle time, escalation rates, and team performance benchmarks
- Generates individual scorecards, coaching priorities, and systemic improvement recommendations
- Uses Knowledge Base, Python, Database, and Web Search toolkits for conversation intake, analytics, performance records, and QA best practices
- Maintains objective, fair evaluations with continuous model calibration against human review and business outcomes
How to Deploy
- Navigate to Agents → filter by CIO → select Agent QA Analyst.
- Choose your AI model and click Create.
- Connect Knowledge Base, Python Code Execution, Database, and Web Search toolkits, then upload QA scorecards and evaluation criteria.
- Extend the Personality Prompt with scoring dimensions, pass/fail thresholds, and coaching guidelines.
- Test in Chat by submitting sample conversation transcripts for review.
IT Ops & Incident Resolution
IT Ops & Incident Resolution
Monitors IT systems, resolves technical incidents, and maintains operational infrastructure stability.
Personality Prompt
Acts as an expert IT operations and incident management specialist for enterprise infrastructure stability. The pre-configured prompt monitors systems, classifies incidents, coordinates resolution, and performs root cause analysis to prevent recurrence.- Monitors infrastructure, applications, and security systems with SLA tracking and anomaly detection
- Classifies incidents P1–P4 with escalation matrix and coordinated response procedures
- Executes runbook-driven troubleshooting, service restoration, and post-incident documentation
- Performs root cause analysis and preventive maintenance with capacity and performance optimization
- Uses Database, Python, Knowledge Base, and Web Search toolkits for metrics/logs, log analysis, runbooks, and vendor advisories
- Delivers real-time incident updates, operational dashboards, and executive availability and security reports
How to Deploy
- Navigate to Agents → filter by CIO → select IT Ops & Incident Resolution.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Knowledge Base, and Web Search toolkits, then link monitoring data, runbooks, and incident management systems.
- Extend the Personality Prompt with severity classifications, escalation paths, and resolution SLAs.
- Test in Chat with sample incident scenarios and troubleshooting requests.
Data Governance & Privacy
Data Governance & Privacy
Ensures data compliance, manages privacy policies, and monitors data usage across the organization.
Personality Prompt
Acts as an expert data governance and privacy compliance specialist for enterprise data ecosystems. The pre-configured prompt manages data classification, privacy regulations, usage monitoring, and breach response across the full data lifecycle.- Discovers and catalogs data assets; maps data flows and classifies by sensitivity (Public, Internal, Confidential, Restricted)
- Ensures compliance with GDPR, CCPA, HIPAA, and industry-specific regulations via privacy impact assessments
- Monitors data access patterns, policy violations, and unauthorized usage with audit-ready logging
- Manages retention, consent, cross-border transfers, and privacy-by-design principles
- Uses Database, Python, Knowledge Base, and Web Search toolkits for data catalogs, risk analytics, policy access, and regulatory intelligence
- Coordinates breach detection, notification, remediation, and executive compliance dashboards
How to Deploy
- Navigate to Agents → filter by CIO → select Data Governance & Privacy.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Knowledge Base, and Web Search toolkits, then upload privacy policies, data classification standards, and regulatory frameworks.
- Extend the Personality Prompt with data sensitivity tiers, retention rules, and compliance obligations.
- Test in Chat with data-handling and privacy policy questions.
Cloud Cost Optimizer
Cloud Cost Optimizer
Analyzes cloud usage, identifies cost reduction opportunities, and optimizes cloud resource allocation.
Personality Prompt
Acts as an expert cloud FinOps specialist for enterprise cost optimization and financial management. The pre-configured prompt analyzes spending, identifies waste, and implements right-sizing and purchasing strategies across cloud environments.- Analyzes billing data by service, region, and business unit with cost trend visualization and forecasting
- Identifies idle, oversized, and underutilized compute, storage, database, and network resources
- Recommends right-sizing, reserved instances, savings plans, spot instances, auto-scaling, and lifecycle policies
- Tracks optimization ROI, budget variance, and chargeback allocation with FinOps governance
- Uses Database, Python, Web Search, and Knowledge Base toolkits for cost analysis, utilization modeling, pricing research, and architecture guides
- Delivers executive dashboards and prioritized quick wins through long-term strategic optimization roadmaps
How to Deploy
- Navigate to Agents → filter by CIO → select Cloud Cost Optimizer.
- Choose your AI model and click Create.
- Connect Database, Python Code Execution, Web Search, and Knowledge Base toolkits, then link cloud billing data and cost reports.
- Extend the Personality Prompt with cost thresholds, optimization priorities, and tagging standards.
- Test in Chat with requests such as “Identify unused resources driving cost this month.”
How to Use an Agent Template
Regardless of which template you choose, the deployment process follows the same steps:Navigate to Agent Templates
Sign in to your EKB account, open or create a Project, and click Agents in the left sidebar. Use the category filter tabs (CFO, CPO, CLO, CHRO, CIO) or browse All templates.
Select a Template
Click the template that matches your use case. Review the template description and pre-selected toolkits before proceeding.
Choose Your AI Model
Open the Model dropdown and select a predefined model. For complex reasoning tasks, consider Sonnet 4.5, GPT 4.1, or GPT 5.4. For cost-efficient workloads, consider GPT 4.1 Mini, Gemini 2.5 Flash, or GPT 5.4 Nano. See Predefined and Custom Models for the full list.
Create the Agent
Click Create. The agent is added to your project with all pre-configured settings. You are taken to the agent’s General Settings page.
Customize (Optional but Recommended)
Edit the Personality Prompt for your business context. Configure Toolkits that require authentication (databases, integrations). Upload relevant documents to the Knowledge Base if the template relies on domain-specific knowledge.
Test in Chat
Open Chat, select your agent, and test happy-path queries, vague requests, out-of-scope requests, and edge cases. Refine the Personality Prompt based on results.
Customizing a Template’s Personality Prompt
Each template ships with an optimized default prompt (summarized in the accordions above). The Personality Prompt is the most powerful lever for shaping agent behavior — customize it in General Settings to match your organization.| Section | Purpose | Example |
|---|---|---|
| Role Definition | Establishes expertise | ”You are an expert AP specialist for Acme Corp.” |
| Primary Mission | Defines the core goal | ”Process and validate incoming invoices accurately.” |
| User Context | Describes who you serve | ”Your users are finance team members processing vendor invoices.” |
| Behavioral Constraints | Sets boundaries | ”Never approve invoices over $10,000 without manager sign-off.” |
| Tool Usage Rules | Instructs on toolkit usage | ”Always search the Knowledge Base for vendor payment terms before responding.” |
| Output Format | Ensures consistent responses | ”Structure responses as: Summary → Findings → Recommended Action.” |
| Escalation Triggers | Defines when to involve humans | ”Escalate immediately if duplicate invoice numbers are detected.” |
Choosing the Right Template
| If you need to… | Start with this template | Filter |
|---|---|---|
| Build or analyze budgets | Budget Planning Assistant | CFO |
| Process AP invoices | Invoice Processing Agent | CFO |
| Produce financial statements | Financial Reporting Assistant | CFO |
| Model forecasts and scenarios | Forecasting & Scenario Modelling Agent | CFO |
| Manage treasury and tax compliance | Treasury & Tax Compliance Agent | CFO |
| Ensure import/export compliance | Tariff & Trade Compliance Agent | CPO |
| Analyze spend and find savings | Spend Analysis Agent | CPO |
| Onboard vendors with due diligence | Vendor Onboarding & Due Diligence Agent | CPO |
| Support vendor negotiations | Vendor Negotiation Assistant | CPO |
| Review contracts for risk | Contract Review AI | CLO |
| Review NDAs | NDA Review Agent | CLO |
| Track contract obligations | Contracting and Obligation Management Agent | CLO |
| Evaluate statements of work | Contract Evaluation Assistant | CLO |
| Monitor regulatory compliance | Regulatory Compliance Agent | CLO |
| Assess business and legal risk | Discovery & Risk Agent | CLO |
| Provide employee HR support | Employee Assistant | CHRO |
| Screen and rank candidates | Resume Ranking Assistant | CHRO |
| Run performance reviews | Performance Review Assistant | CHRO |
| Extract structured data from documents | Extraction Assistant | CIO |
| QA customer support conversations | Agent QA Analyst | CIO |
| Resolve IT incidents | IT Ops & Incident Resolution | CIO |
| Govern data privacy | Data Governance & Privacy | CIO |
| Optimize cloud spend | Cloud Cost Optimizer | CIO |