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Agent Templates

Create reusable agent templates with versioning, step definitions, and categories

Overview

Agent templates allow you to save proven agent configurations as reusable blueprints. Templates capture the agent type, system prompt, tool assignments, budget limits, and step definitions. They can be versioned, categorized, and shared across projects.

Create a Template

Selecting a chatbot template

Navigate to Templates

From the Agents section, click the Templates tab to view existing templates.

Create from Existing Agent

The easiest way to create a template is from an existing agent. Open the agent, click the Actions menu, and select Save as Template.

Enter Template Metadata

Fill in the template details:

  • Template Name — A clear name describing the template's purpose
  • Category — Categorize for easy discovery (e.g., "Research", "Data Processing", "Reporting")
  • Description — Explain what this template does and when to use it
  • Version — Initial version number (e.g., 1.0)

Define Step Definitions

For complex agents, define the expected execution steps:

  • Step Name — Description of each step in the workflow
  • Expected Tool — Which tool the agent should use at this step
  • HITL Gate — Whether this step requires human approval

Save Template

Click Save to store the template. It is now available for creating new agents.

Template Versioning

Templates support semantic versioning. When you improve a template, create a new version to preserve the original:

Existing agents created from a template are not automatically updated when a new version is published. Update them manually by re-applying the template.

Create Agent from Template

Browse Templates

When creating a new agent, click Start from Template to browse the template catalog.

Select a Template

Choose a template and version. Review its configuration, tools, and step definitions.

Customize

Modify any settings to suit your specific needs. The template provides defaults that you can override.

Save the Agent

Save to create a new agent based on the template. The agent retains a reference to the source template and version.

Tip: Create templates for your most common agent patterns. This standardizes agent behavior across your organization and reduces setup time for new agents.
Important: Templates store tool references but not credentials. When creating an agent from a template, you must configure credentials for each tool separately.

Next Steps