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The Genie Templates catalogue is a menu of ready-made Genies, each built for a specific job. Instead of starting from a blank setup, you pick the Genie that matches the work you need done — support, sales, bookings, compliance, and more — and it arrives pre-configured. You add your branding and knowledge, then switch it on. You’ll find it under Genie Hub → Templates (/genie-hub/templates), or by choosing Browse Genies on the setup start screen.
Genie templates catalogue

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Browsing the catalogue

The catalogue is organized like a menu, with Genies grouped under business functions:
  • Customer Service — Genies that take care of your existing customers.
  • Account Management — Genies that grow and retain your customer base.
  • Marketing — Genies that get you in front of the right people.
  • Operations — Genies that run the back-office work that eats your week.
  • Sales — Genies that win new business: qualify, quote, dial, close.
  • People (HR & L&D) — Genies for hiring, employee experience, and learning.
  • Compliance & Insights — Genies that make sure nothing slips and capture the signal.
Each section stacks its Genies as a list. A row shows the Genie’s mascot, its name, a one-line description of what it does, and roughly how long it takes to launch. A jump-to-section bar at the top lets you skip straight to a category — each one shows a count of how many Genies it holds — without losing your place. Select any Genie to open its details.

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The Genie preview

Choosing a Genie opens a preview (the “kickstart” screen) so you know exactly what you’re getting before committing. It shows:
  • The Genie’s mascot, name, and tagline.
  • A fuller description of how the Genie works.
  • What this Genie will do for you — a short list of the concrete jobs it handles.
  • What happens when you deploy — a reminder that the template is cloned pre-wired, then you add your branding, point it at your knowledge, and connect your channels.
From here you can go Back to catalogue to keep browsing, or Deploy this Genie to set it up.

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Deploying a template

Selecting Deploy this Genie takes you into Genie Setup with the template already loaded. Behind the scenes this opens the setup flow with the template applied (/user-hub/genie-setup?template=<name>), so you skip the “describe your Genie” stage entirely. The template pre-fills your draft with:
  • The Genie’s name and purpose.
  • A ready-made first message and conversation prompt.
  • Sensible conversation settings and category.
  • Any tools and knowledge the template comes with.
You land directly on the Review Your Genie screen, where the whole configuration is filled in and ready to customize. Everything is editable — swap the voice, adjust the wording, add your branding, attach your own documents — before you select Create Genie. See Reviewing and creating your Genie for the full review walkthrough.
Deploying a template never creates a Genie on its own — it only pre-fills the setup. Nothing goes live until you review the details and choose Create Genie.