# Create a genie from a template
You can use static templates based on common use cases to build your genies in Agent Studio. Genie templates reduce the effort required to create and build custom genies.
Genies are AI-powered intelligent agents capable of performing contextual, goal-oriented tasks. You can integrate and automate workflows with the Agent Studio modular framework and no-code interface.
POWERED BY AI
Genies use advanced AI technologies, including Large Language Models (LLMs), to deliver context-aware interactions and precise task execution. Ensure that you review and test your genie’s behavior and skills to meet organizational requirements before deploying it across your workspace.
# Create a genie from a template
Complete the following steps to create a genie using a template:
Sign in to Workato.
Go to AI Hub > Genies.
Click Create > genie.
Select a genie template from the Start with a template section in the sidebar.
Start with a template section
Review the template preview to ensure this is the template that suits your use case. The template preview includes the genie graphic, template name, a short description of the template, the genie's job description, and a skills list.
Template preview
Click Use template if the template aligns with your use case.
Provide a name for your genie in the Name field.
Use the Save genie in drop-down menu to select a location for your genie.
Click Start building.
# Edit the template AI model
Complete the following steps to edit the AI model for your genie:
Sign in to Workato.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to edit the genie AI model.
Use the Powered by drop-down menu to select the LLM you plan to use.
# Edit the template chat interface
CHAT INTERFACE CONFIGURATION
The genies feature can only be configured to use Slack, Microsoft Teams, or Workato GO as the chat interface. Support for additional chat interface apps is in development.
Complete the following steps to edit the chat interface your genie uses:
Sign in to Workato.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add the chat interface.
Locate the Chat interface field and click Select chat interface to open the configuration page. Available options include Slack, Microsoft Teams, and Workato GO.
Go to Step 1 and click Create new app. This redirects you to the app you selected and enables you to create a new app.
Go to Step 2 and enter your Client ID. You can find this in the Basic Information or App Credentials section of your app.
Chat interface Step 2 configuration
Enter your Client Secret. You can find this in the Basic Information or App Credentials section of your app.
Provide your Signing Secret. This is used to verify that interactive messages and events requests originate from your app. You can find this in the Basic Information or App Credentials section of your app.
Click Save app details.
Go to your app's App Manifest and use the Click here to verify link to verify your app's URL for Step 3.
Click Connect interface.
# Skills
You can create skill recipes to define workflows for your genie. This gives your genie different skills, such as starting a workflow or returning a response. Skills equip your genie with a comprehensive toolset to take action and respond to end users.
Skills use Verified user access to allow each end user to authenticate with their own credentials when a genie skill recipe runs. This ensures that the skill recipe performs actions using the individual user's identity and permissions.
Your end users have the ability to manage their runtime user connection through the genie chat interface.
# Use template skills
You must click the skills in the template to open them in recipe mode. This enables you to review skills thoroughly before you save and activate them.
# Add skills
You can add multiple skills to your genie.
Complete the following steps to add a skill to your genie:
Sign in to your Workato account.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add or update a skill.
Locate the Skills section.
Click +Add if you plan to add a skill that isn't included in the genie template, and then search for and select the skill you plan to add to your genie. Refer to Create skills if you plan to create a new skill.
# Add knowledge
Complete the following steps to add knowledge to your genie:
Sign in to your Workato account.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add knowledge.
Locate the Knowledge section and click + Add.
Search for and select the knowledge you plan to add to your genie. Refer to Create a knowledge base if you plan to create a new knowledge base or Create a knowledge recipe if you plan to create a new knowledge recipe.
# Create an app event
App Events enable genies to act proactively by responding to triggers from external systems, such as Salesforce or Zoom, instead of waiting for a user to initiate a conversation. These events help embed genies directly into existing workflows and allow genies to anticipate user needs and offer assistance without being prompted.
Refer to Create an App event for more information.
Last updated: 8/18/2025, 3:06:28 PM