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Agent Template Publishing Guide

Agent templates are pre-built AI agents that team members can clone and customize.

Written by Abdul Samad

Overview

This guide walks you through publishing agent templates for public use within your organization.

Learning Objectives:

  • Verify your template publishing permissions

  • Prepare agents for templating with proper configuration

  • Convert agents to templates using the two-step publishing process

  • Maintain template quality through pre- and post-publishing checks

Prerequisites

You'll Need:

  • Admin-level email address (workspace owner permissions)

  • Workspace or organization visibility on the agent (not personal)

  • Fully functional agent with tested tools and clear documentation

Verify Publishing Access

Confirm Your Permissions

  1. Navigate to the Agents section

    • In the left panel, click on the agents icon

  2. Select an agent to edit

    • Click any agent you own with workspace/organization visibility

    • Click the "Edit" button

  3. Check for template features

    • Look for "Template" tab in the edit sidebar

    • If Template tab and menu options appear, you have publishing access. If not, contact your workspace administrator.

Note: Personal agents cannot become templates—visibility must be workspace or organization level.

Prepare Your Agent for Templating

Complete Pre-Template Checklist

Before marking as template, ensure your agent meets these quality standards:

  • Clear purpose: Agent does one thing exceptionally well

  • Professional presentation: Title, description, and avatar uploaded

  • Working tools: All tools tested and functional

  • Sample knowledge: Documents added so users understand expected input

  • Right visibility: Set to "workspace" or "organization" (not "personal")

Result: Agent is ready for template conversion with professional quality standards.

Create and Publish Template (Two-Step Process)

Part A: Mark as Template (Work in Progress)

  1. Access template controls

    • Open agent edit page → Click "Template" tab in sidebar

  2. Enable template mode

    • Toggle "Mark as Template" switch to ON

    • Agent enters development mode (not yet public)

Result: Agent is now in template configuration mode. You can refine documentation without public visibility.

Part B: Add Documentation (Critical)

  1. Write setup instructions

    • In Template tab, enter step-by-step guidance:

      • "Connect your Google Drive API key in Tools section"

      • "Upload company FAQ documents to Knowledge tab"

      • "Configure OAuth for Slack integration"

  2. Document tool requirements

    • Click "Auto-Generate" to detect tool dependencies automatically

    • Manually add requirements: "Slack admin access," "OpenAI API key," etc.

    • List knowledge base needs: "Customer support documents, product guides"

  3. Provide usage guidelines

    • Explain ideal use cases: "Best for teams handling 50+ tickets daily"

    • Specify recommended document quantities: "Upload 10-50 FAQ documents"

    • Note data requirements: "Works best with structured product data"

Result: Complete documentation ensures users can successfully set up and use your template.

Part C: Publish Template (Make Public)

  1. Verify readiness

    • Review setup instructions for clarity

    • Confirm all tool requirements are documented

    • Ensure agent functionality is tested

  2. Publish to template gallery

    • In Template tab, toggle "Publish Template" to ON

    • OR: In agent list, click three-dot menu (⋯) → Select "Publish Template"

  3. Confirm publication

    • Template becomes visible in Featured Templates gallery

    • All workspace users can discover, preview, and clone

Result: Template is publicly available. Cloning copies agent configuration (tools, instructions, model settings) but not knowledge base content or API keys.

Best Practices

Documentation Strategy:

  • Be specific: "Upload 20-50 support articles" vs. "Add some documents"

  • Include prerequisites: What accounts, access, or data users need

  • Think like beginner: Don't assume technical knowledge

  • Explain value: Why someone would want to use this template

Tool Configuration:

  • Avoid personal tools in public templates

  • Test from fresh perspective: What would new user need?

  • Document external requirements: Third-party accounts needed

Common Questions

Q: Can I update a template after publishing?

A: Yes—changes to original agent don't affect existing clones. Update documentation anytime based on user feedback.

Q: Why can't I see the Template tab?

A: Only workspace owners/admins. Check your role in profile settings.

Q: What's the difference between "Mark as Template" and "Publish"?

A: Mark as Template = internal development mode (not public). Publish = featured in template gallery (public).

Q: Can personal agents become templates?

A: No—agents must have workspace or organization visibility. Personal agents are restricted to individual use.

Q: What happens when users clone my template?

A: Copies: title, description, instructions, tools, model settings. Does NOT copy: knowledge base content, API keys, sensitive data.

Q: How do I unpublish a template?

A: Toggle "Publish Template" to OFF or select "Unpublish" from three-dot menu (⋯). Template becomes private again.

Troubleshooting

Cannot mark as template:

  • Verify agent visibility is workspace/organization (not personal)

  • Check you have admin publishing permissions

Template tab not visible:

  • Confirm you have admin email

  • Contact workspace owner to verify your role

Unpublish not working:

  • Refresh page and try again

  • Check if clones exist (unpublishing won't delete existing clones)

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