Assistant Templates

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Overview

Templates provide pre-configured assistants that you can use immediately or customize for your specific needs. Each template includes optimized instructions, tools, and model settings for its use case.

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Using Templates

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Available Templates

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Customer Support

Purpose: Handle customer inquiries and support tickets Includes:

• Patient and empathetic communication style
• Web Search for product information
• Space Search for internal documentation
• Escalation protocols
• FAQ handling

Best for: Help desks, customer service teams, support operations

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Content Creator

Purpose: Generate and edit various types of content Includes:

• Creative writing capabilities
• SEO optimization
• Multiple content formats
• Brand voice adaptation
• Web research tools

Best for: Marketing teams, content writers, social media managers

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Data Analyst

Purpose: Analyze data and generate insights Includes:

• Data query capabilities
• Visualization suggestions
• Statistical analysis
• Report generation
• Custom data access

Best for: Analytics teams, business intelligence, data scientists

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Code Assistant

Purpose: Help with software development tasks Includes:

• Code generation and review
• Debugging assistance
• Documentation writing
• Best practices guidance
• API integration help

Best for: Developers, DevOps teams, technical writers

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Research Assistant

Purpose: Gather and synthesize information Includes:

• Web search capabilities
• Source citation
• Summary generation
• Comparative analysis
• Document synthesis

Best for: Researchers, analysts, knowledge workers

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Sales Assistant

Purpose: Support sales processes and outreach Includes:

• Prospect research
• Email drafting
• Objection handling
• Follow-up suggestions
• CRM integration

Best for: Sales teams, business development, account managers

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HR Assistant

Purpose: Assist with human resources tasks Includes:

• Job description writing
• Interview question generation
• Candidate evaluation
• Onboarding support
• Policy guidance

Best for: HR teams, recruiters, people operations

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Personal Productivity

Purpose: Help with task management and organization Includes:

• Task breakdown
• Priority setting
• Schedule optimization
• Email drafting
• Meeting preparation

Best for: Individual contributors, managers, executives

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Pro Assistant Templates

Professional-grade assistants developed by Pulze: View all Pro Assistants →

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Customizing Templates

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Modifying Instructions

• Keep the core structure
• Add company-specific context
• Include product/service details
• Adjust tone to match brand
• Add specific constraints

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Tool Selection

• Enable additional tools as needed
• Remove unnecessary tools
• Configure tool parameters
• Add custom MCP tools
• Test tool interactions

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Model Settings

• Adjust temperature for creativity
• Modify token limits
• Fine-tune penalties
• Select preferred model
• Configure fallbacks

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Creating Your Own Templates

Save custom assistants as templates:

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Template Best Practices

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Template Comparison

Choose the right template:

Template	Best For	Tools Needed	Complexity
Customer Support	Support teams	Web Search, Space Search	Low
Content Creator	Marketing	Web Search, URL Similarity	Medium
Data Analyst	Analytics	Custom Data, API Request	High
Code Assistant	Developers	Web Search, API Request	Medium
Research	Knowledge work	Web Search, URL Similarity	Low
Sales	Sales teams	Web Search, Space Search	Low
HR	Human resources	Web Search, Space Search	Low
Productivity	Personal use	Minimal	Low

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Next Steps