> ## Documentation Index > Fetch the complete documentation index at: https://dataleap-469bb19d-docs-from-request-2026-08-21-templates.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # 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](/share/locked-templates)** | | ----------------------------------- | -------------------------------- | ---------------------------------------------- | | 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](/share/locked-templates). ## Create a template From any agent, click **Share**. The dialog opens on the **Share** tab, where you [give people access to the agent itself](/share/use-only). 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. The Share dialog open on the Share tab, showing the Add people field set to Use only, the owner row, and the Template tab alongside it **Template** (people can clone, edit, and change anything) or **[Locked Template](/share/locked-templates)** (people can clone, but can't change the instructions — with placeholders for customizable fields). The template wizard's type step asking how this should be shared, with Template and Locked Template options **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. The template wizard's about step with name, description, and a setup prompt being generated 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. The template wizard's publishing step showing the template link and a Publish to Library toggle with workspace and team options ## Deploy from a template **Templates** in the sidebar — or the **Templates** tab of a team space. Each template shows what it does step by step, and which apps it needs. 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. See both template types in action. Next: standardize one process at scale. Deployed a template? Refine it like any other agent.