Templates
Ready-made conversation recipes you activate with one click.
Templates
A template is a ready-made conversation recipe: a combination of provider(s), tools and AI instructions. Templates appear automatically in the marketplace once you have the required connections.
Templates
Templates apply to your entire account. All PIN users benefit from them. Which data an employee can access is determined by the PIN permissions, not by the template.
Voice commands on the card
Under each template you may see something like 26 voice commands · requires at least 2 connections.
- Voice commands = how many concrete actions Merlin can perform in this recipe (look up an invoice, schedule a meeting, update a ticket). This only works if you have the connection and PIN permissions allow it.
- Requires at least X connections = you must have at least that many of the listed tools connected before you can activate the recipe.
Provider badges
The colored labels (e.g. HubSpot, Google Workspace) show which tools the recipe uses.
- Green = that connection is active for you
- Grey = the recipe supports that tool, but you have not connected it yet (or it is not active)
Activate vs. not activate
| Not activated | Activated | |
|---|---|---|
| Use tools | Yes, if PIN permissions + connection allow | Yes, same permissions |
| Extra AI instructions | No | Yes, for this recipe |
| New permissions | No | No |
Without activating, Merlin can still use your connected tools. You miss the recipe's extra instructions, such as always confirming before email, showing at most ten tasks, or combining CRM and calendar.
When activated, Merlin gets those instructions in every conversation. A template does not grant extra PIN permissions.
For the best results in a domain (sales, support, e-commerce), activate the matching recipe.
Activating a template
- Go to Templates in the dashboard
- See which templates are available (depending on your connections)
- Click Activate template on the desired recipe
- The template is immediately active for all conversations
If a connection is missing, you will see which one to connect first.
Multiple templates
You can have multiple templates active at the same time. The AI instructions of all active templates are combined in each conversation.
Deactivating a template
Click Deactivate on an active template. The associated AI instructions are removed from conversations immediately.
Knowledge base
In addition to templates, you can upload documents via the Knowledge Base in Settings. Merlin creates a summary and uses it as context during conversations.