Create template from an AI Skill

You can leverage an existing AI Skill to build a custom reusable template that serves as a foundation for creating new AI Skills. After you create an AI Skill, check in the AI Skill template to the public workspace from the private workspace to make it available to all users with the permission to create and edit AI Skill templates

Prerequisites

  • These tasks are performed by a user who has a Bot Creator or Citizen Developer license.
  • The user must have the View my bots permission.
  • The user must have the Check in and Check out permissions on the folders where the template resides.
  • Setting: Administration > Settings > AI Data Management > Data logging settings must be enabled. The Automation Admin can enable this setting for the Pro Developer

You can save an AI Skill as a template for future use. This allows you to reuse the skill's configuration, prompts, and model selections to create a new AI Skill. To save an AI Skill as a template:

Procedure

  1. Log in to the Control Room.
  2. On the Automation page, open an existing AI Skill you want to save as a template..
  3. Click Save as Template to save the template.
    Create template from ai-skill
    Note: You need to check-in the template to be visible when you Create AI Skills from a template.
  4. To check-in, on the left pane, click Automation and then select Private.
    A list of available AI Skill templates and automation are displayed.
  5. Check in either one AI Skill template or multiple AI Skill templates simultaneously.
    • Check in a single AI Skill template
      1. Select the AI Skill template that you want to check in, click the actions menu (vertical ellipsis), and click Check in AI Skill template.
      2. In the Check in file window, add your comment and click Check in.
      Note: Directly referenced dependencies are checked in by default.
    • Check in multiple templates
      Note: You can check in up to 10 AI Skill templates at a time.
      1. Select Check all or select the AI Skill templates that you want to check in, and from the table level icons click Check in checked items.
      2. Add the comment and click Check in.
      3. Optional: Select Advanced option, add the comment, select the files you want to check in, and click Check in.

        The AI Skill template appears in the same folder structure in the public workspace. For example, when you check in an AI Skill template from the sample template folder in the private workspace, it will appear in the sample AI Skill template folder in the public workspace.