SemAgentExpertise templates
A template is a ready-made assistant persona for a specific use case: the right tone, rules and job description come pre-written. Instead of writing a system prompt from scratch, you pick a template that fits your plan, fill in a few fields and apply it in one click — your assistant works in that industry immediately.
Two kinds of template
"Template" does two different jobs in SemAgent; know which one you're working with:
| Chat persona | Agent expertise pack | |
|---|---|---|
| What it gives | The customer widget's personality + rules (system prompt) | Domain knowledge for the agent (charter add-on + knowledge base) |
| Where | Template Store (/settings/templates) | Activates on the agent side |
| Example | E-commerce Assistant, Legal Assistant, Healthcare Assistant… | Social Media Management (thousands of docs) |
| Effect | How the widget talks and what it will/won't do | The agent makes sharper decisions in that domain |
Most of the sections below are about chat personas — the ready-made assistants you see in the Template Store.
Ready-made personas
The Template Store lists the assistant personas available on your plan. Currently offered:
| Persona | Category | Who it's for | Plans |
|---|---|---|---|
| E-commerce Assistant | Sales | Online stores — product info, order tracking, customer questions. Also connects Shopify (see below). | Pro · Enterprise |
| Customer Support Assistant | Support | 24/7 support, issue resolution, ticket creation. | All plans |
| B2B Sales Assistant | Sales | Enterprise sales — quotes, product info, appointment booking. | Enterprise |
| Corporate Knowledge Assistant | Corporate | Internal knowledge sharing, HR questions, company procedures. | Enterprise |
| Legal Assistant Premium | Professional | Legal info, contract summaries, appointment booking (law firm). | Pro · B2B · Enterprise |
| Education Assistant | Education | Student/parent info, enrollment processes (education institution). | Starter · Pro · B2B · Enterprise |
| Healthcare Assistant Premium | Healthcare | Appointment booking, general health info (hospital/clinic). | Pro · B2B · Enterprise |
| Finance Assistant Premium | Finance | Banking, investment and insurance questions. | Pro · B2B · Enterprise |
| Real Estate Assistant Premium | Real Estate | Property advice, listing info, appointment booking. | Pro · B2B · Enterprise |
Premium personas carry extra-careful rules written for sensitive domains (legal, health, finance). When your plan qualifies, they apply in one click just like the others.
How to apply a persona
- Open Settings → Template Store. Only personas available on your plan appear enabled.
- On a persona's card, press Apply.
- If the persona asks for variables, fill them in — typically fields like company name, website, working hours. If a required field is empty, applying stops with "Required field missing".
- When you apply, the persona's system prompt is written into your widget; the assistant starts replying with that personality right away.
After applying you can edit the variables any time, or disable the persona with an on/off toggle. The use case you pick during setup can auto-suggest and assign a fitting persona.
A persona is a starting point — you can layer your own rules on top. Fine-tune the assistant's behavior from the system prompt in Admin panel settings.
E-commerce Assistant: also connects Shopify
The E-commerce Assistant persona is special: if you also enter your Shopify details while applying, your store connects to the assistant (products, orders, inventory, customers — read-only). These fields are requested during apply:
| Field | What it is |
|---|---|
Store URL (shopify_store_url) | Your store address, as store.myshopify.com. |
Admin API token (admin_api_token) | Shopify Admin API access token — stored encrypted. |
| Webhook secret (optional) | For webhook verification (if you use one). |
The connection opens with the read_products, read_orders, read_inventory, read_customers scopes. For how to generate the token and the full Shopify e-commerce flow: Shopify & e-commerce.
Plan-based access
Each persona defines which plans can reach it (the "Plans" column above). The rules:
- If your plan isn't listed, the persona is locked — trying to apply it shows a notice naming the required plans.
- When you downgrade, personas you can no longer access are automatically deactivated (not deleted; they return when you upgrade).
The full plan logic: Plans & plan-gating.
Agent expertise packs (curated KB)
The second kind of template brings the agent a curated knowledge base for a domain: content compiled from official/trusted sources, tidy KB folders, and an expertise note added to the agent's charter. Example: the Social Media Management pack ships with a knowledge base of thousands of documents compiled from the platforms' official docs. Unlike chat personas, these packs deepen the agent's knowledge, not its personality.