Templates

Turn any agent into a template teammates can clone — and adapt to their own needs.

A template is the IKEA manual of your agent: others clone the skeleton, connect their own credentials, and adapt it freely. Your original stays untouched.

Open vs. locked at a glance

	Open template	Locked template
Clone & run	✅	✅
Adapt instructions	✅ fully editable	❌ only placeholders
Owner updates reach existing clones	❌ new deploys only	✅ all clones, instantly
Best for	letting others make it their own	standardizing one process at scale

This page covers open templates — the right choice for most use cases. For admin-controlled standardization, see Locked templates.

Create a template

1. Open Share, then the Template tab

   From any agent, click Share. The dialog opens on the Share tab, where you give people access to the agent itself. Switch to the Template tab and click Create Template — the template is a copy of your agent, credentials never included.

   Create Template stays disabled until your agent has instructions.

   

   Click Share — the dialog opens on the Share tab. Switch to Template from here.

2. Choose the type

   Template (people can clone, edit, and change anything) or Locked Template (people can clone, but can’t change the instructions — with placeholders for customizable fields).

   

   Step 1: open Template or Locked Template.

3. Name it & guide setup

   Name and Description, plus a Setup Prompt that tells the AI how to guide users through setup — Dataleap generates all of it for you, and Regenerate gives you a fresh version of any field.

   

   Step 2: name, description, and the auto-generated setup prompt.

4. Publish

   You get a Template Link you can share directly. Turn on Publish to Library to also list the template for your whole organization or for a single team.

   

   Step 3: template link + publish to the library or team spaces.

Deploy from a template

1. Open the library

   Templates in the sidebar — or the Templates tab of a team space.

2. Review the workflow

   Each template shows what it does step by step, and which apps it needs.

3. Clone it

   Click Deploy — you get your own clone, connect your own credentials, and you’re running in minutes. From there, adapt it like any agent you built yourself.

Good to know

• Templates share the skeleton, never your data. The creator’s credentials and content are always stripped — each clone runs with its own connections and context.
• A template stays linked to its source agent. Improve your agent, and the template has pending changes to publish — open Manage Template from the Template tab, then click Update. Existing clones keep their state; new deploys get the update.
• Don’t publish half-baked agents — everyone clones the flaws too. Share proven workflows.

Watch: Templates (open and locked)

See both template types in action.

Locked templates

Next: standardize one process at scale.

Your first agent

Deployed a template? Refine it like any other agent.