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.
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.
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.
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.
