Overview
This guide walks you through publishing single-agent and multi-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
Create and publish multi-agent template systems
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
For multi-agent templates: all specialist agents properly configured
Verify Publishing Access
Confirm Your Permissions
Navigate to the Agents section
In the left panel, click on the agents icon
Select an agent to edit
Click any agent you own with workspace/organization visibility
Click the "Edit" button
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")
Multi-Agent ready (if applicable): All specialist agents configured and tested
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)
Access template controls
Open agent edit page → Click "Template" tab in sidebar
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)
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"
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"
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)
Verify readiness
Review setup instructions for clarity
Confirm all tool requirements are documented
Ensure agent functionality is tested
Publish to template gallery
In Template tab, toggle "Publish Template" to ON
OR: In agent list, click three-dot menu (⋯) → Select "Publish Template"
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.
Multi-Agent Templates (Advanced)
When to Use Multi-Agent Templates
Use multi-agent systems for:
Complex workflows requiring different expertise areas
Multi-step processes (research → analysis → presentation)
Domain specialization with task-specific agents
Scalable systems that grow with additional specialists
Examples:
Research team: Coordinator + Web Researcher + Data Analyst + Report Writer
Customer support: Triage Agent + Technical Support + Billing Specialist
Content creation: Project Manager + Writer + Designer + SEO Specialist
Create Multi-Agent Template
Step 1: Build specialist agents first
Create each specialist individually
Configure tools and test thoroughly
Set visibility to workspace/organization
Step 2: Create coordinator agent
Enable "Multi-Agent" mode in Features tab
Add specialists to available agents list
Configure each specialist's role and expertise
Test complete workflow end-to-end
Step 3: Template the system
Mark main coordinator as template (not specialists)
Add documentation covering entire system
Include setup instructions for all specialists
Publish main agent—specialists become templates automatically
Result: Users cloning the main agent receive the complete system with all specialists properly configured.
Best Practices
Design Principles:
Clear roles: Each specialist should have distinct, well-defined purpose
Logical workflow: Design natural handoffs between specialists
Minimal overlap: Avoid duplicating capabilities across specialists
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
Multi-agent specialists not templating:
Ensure main agent multi-agent mode is enabled
Verify all specialists have correct visibility
Check specialists are properly added to coordinator's available agents list
Unpublish not working:
Refresh page and try again
Check if clones exist (unpublishing won't delete existing clones)