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Starter Kits

Starter Kits are pre-built team templates that you can deploy with a few clicks. Each kit includes agents with optimized prompts, recommended tools, and team workflows -- so you can go from zero to a working team in minutes instead of hours.

Available Starter Kits

Customer Support

Best for: Customer-facing support teams

AgentRole
First ResponseHandles initial customer contact, gathers context
Technical SupportResolves product issues with step-by-step guidance
Billing SupportHandles billing, payment, and subscription questions
Escalation ManagerRoutes complex issues to the right human team member

Included tools: Memory (customer history), email, CRM integration


Sales Team

Best for: Sales teams qualifying leads and managing pipeline

AgentRole
Lead QualifierScores and qualifies inbound leads
Meeting SchedulerBooks demos and discovery calls
Product ExpertAnswers detailed product and pricing questions
Follow-Up SpecialistSends personalized follow-ups and nurtures pipeline
SDROutbound prospecting and initial outreach

Included tools: Memory (lead context), calendar, CRM integration, email


IT Helpdesk

Best for: Internal IT support teams

AgentRole
TriageRoutes requests to the right specialist
Password & AccessHandles password resets and access issues
Software RequestsProcesses software installation and license requests
FAQAnswers common IT questions from the knowledge base

Included tools: Memory (per-user context), Google Admin, Microsoft Admin


HR Assistant

Best for: HR teams handling employee questions

AgentRole
Policy ExpertAnswers questions about company policies
Onboarding GuideWalks new employees through their first-week setup
Benefits AdvisorExplains benefits, enrollment, and eligibility
Time-Off ManagerHandles PTO requests and balance questions

Included tools: Memory (employee context), calendar, HRIS integration


DevOps Assistant

Best for: Engineering teams managing infrastructure

AgentRole
Incident ResponderHelps diagnose and resolve production incidents
Deployment ManagerManages deployment checklists and rollbacks
Monitoring AnalystInterprets alerts and metrics, suggests actions
Runbook WriterMaintains and updates operational documentation

Included tools: Memory (incident context), HTTP integrations for monitoring


Marketing Team

Best for: Marketing teams managing content and campaigns

AgentRole
Content StrategistPlans content calendar and topics
CopywriterDrafts blog posts, emails, and social content
Campaign AnalystReports on campaign performance and suggests optimizations
Brand GuardianReviews content for brand voice and compliance

Included tools: Memory (brand context), document generation

How to Deploy a Starter Kit

From the Dashboard

  1. Click the + button in the top bar and select New Team
  2. In the team creation dialog, look for Start from a template
  3. Browse the available Starter Kits
  4. Click on the kit you want and review the included agents and tools
  5. Select the workspace where you want to deploy
  6. Click Deploy
  7. The team is created in stopped status with all agents pre-configured
Customize before starting

After deploying, review each agent's system prompt and adjust the company-specific details (company name, products, policies) before starting the team.

From the Store

  1. Navigate to the Store (accessible from the sidebar or store.meetloyd.com)
  2. Browse or search for Starter Kits
  3. Click on a kit to see its full description, included agents, and reviews
  4. Click Deploy to Workspace
  5. Select your target workspace
  6. Follow the setup wizard

Starting the Deployed Team

After deploying a kit, the team is in stopped status. To make it live:

  1. Open the team page
  2. Click Start Team
  3. Walk through the Team Starting Wizard (context discovery, charter generation, charter review, agent handshakes)
  4. Approve the generated charters
  5. Click Finish

The team moves to running status and agents are ready to work.

Always use the Starting Wizard

Do not skip the wizard. It ensures every agent has proper governance controls (charters, boundaries, escalation rules) before interacting with anyone.

Customizing a Starter Kit

Once deployed, a Starter Kit is just a regular team. You can customize everything:

Adjust System Prompts

  1. Open the team and click on any agent
  2. Click Edit
  3. Modify the system prompt to include your company-specific details
  4. Save

Add or Remove Agents

  • Add: Click Add Agent on the team page to create a new agent within the team
  • Remove: Open the agent you want to remove and click Delete

Change Tools

  1. Open an agent and go to the Tools tab
  2. Remove tools you do not need
  3. Add tools for your specific integrations
  4. Configure connection details for each tool

Swap Models

Each agent's model can be changed independently. Open the agent, click Edit, and select a different model from the dropdown.

Choosing the Right Kit

If you need to...Start with
Handle customer questions and issuesCustomer Support
Qualify leads and manage sales pipelineSales Team
Support internal employees with IT issuesIT Helpdesk
Answer HR and policy questionsHR Assistant
Manage incidents and deploymentsDevOps Assistant
Create and review marketing contentMarketing Team
Not finding what you need?

You can build a team from scratch using the Quickstart guide, or ask Loyd (the platform assistant) to help you design a custom team for your use case.

Best Practices

Before Deploying

  • Review the kit contents -- understand which agents and tools are included
  • Check your integrations -- make sure the required services (Google Workspace, CRM, etc.) are connected in Settings
  • Plan your customization -- note which prompts need company-specific details

After Deploying

  • Customize prompts first -- add your company name, products, policies, and terminology before starting the team
  • Test with real scenarios -- try common requests to make sure agents respond appropriately
  • Start with Proactive autonomy -- let humans approve agent actions until you build trust
  • Monitor the first week -- check conversations and feedback to identify areas for improvement

Ongoing

  • Review conversations -- periodically check how agents handle edge cases
  • Update prompts -- refine based on real usage patterns
  • Add capabilities -- expand tools and skills as needs evolve

Next Steps