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Documentation Index

Fetch the complete documentation index at: https://docs.heymilo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Default Agent Templates

Default agent templates are pre-configured interview workflows that automatically apply when you create a new interviewer in your workspace. This feature helps you maintain consistency and speeds up the agent creation process.

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How Auto-Apply Works

When you create a new interviewer, the system automatically checks if your workspace has a default template configured. If found, it creates the new agent using that template’s settings, including:
  • Interview stages (form, resume, SMS, voice)
  • Question configurations
  • Evaluation criteria
  • Workflow settings
This auto-apply happens silently in the background when you start creating a new agent from the main creation page.

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Setting Up a Default Template

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Step 1 — Create or Choose a Template

First, you need to have an interview template created. You can:
  • Create a new template from scratch
  • Use an existing template from your workspace
  • Create a template from an existing agent
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Step 2 — Set as Default

  • Navigate to your workspace’s Interview Templates page
  • Find the template you want to set as default
  • Click the Star icon next to the template
  • Confirm your choice
Only one template can be default at a time. When you set a new default, any existing default is automatically unset.
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Step 3 — Verify the Default

The default template will show a Star icon filled with amber color and a “Default” badge to indicate its status.

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Managing Default Templates

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Template Management Interface

The Interview Templates page provides these actions for each template:
  • Use Template - Creates a new agent from this template
  • View - Preview the template configuration
  • Edit - Modify the template settings
  • Star icon - Set or unset as default template
  • Delete - Remove the template permanently

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Additional resources

For additional information not covered here, or if you need live assistance, reach out to support@heymilo.ai.