Create template from an AI Agent

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

Prerequisites

  • These tasks are performed by a Bot Creator or Citizen Developer license user.
  • You must have 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. For more information, see Enable data logging.

You can save an AI Agent as a template for future use. This allows you to reuse the agent’s configuration, prompts, and tool selections to create new AI Agents efficiently.

Procedure

  1. Log in to the Control Room.
  2. On the Automation page, open an existing AI Agent you want to save as a template.
  3. Click Save as Template to save the template.

    Create template from AI Agent
    Note: You need to check in the template to make it visible when you template から AI Agent を作成します.
  4. To check in, on the left pane, click Automation and then select Private.
    A list of available AI Agent templates and automations is displayed.
  5. Check in one or more AI Agent templates simultaneously.
    • Check in a single AI Agent template
      1. Select the AI Agent template you want to check in, click the actions menu (vertical ellipsis), and click Check in file....
      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 Agent templates at a time.
      1. Select Check all or select the desired AI Agent templates. From the table icons, click Check in checked items.
      2. Add a comment and click Check in.

        The AI Agent template appears in the same folder structure in the public workspace. For example, if you check in a AI Agent template from a private template folder, it will appear in the corresponding folder in the public workspace.

        The checked-in AI Agent templates appear under the AI Agent tab when you click Create > From template.