Start a Custom Agent from a Template
Apply a Custom Agent Template to seed a Draft agent with a proven workflow, then review and publish when you are ready.
Before you begin
Open or create a Draft agent at Setup → AI Management → Custom Agents. Applying a template works on Draft agents only.
Applying a template replaces the current Draft's content in place. Start from a fresh or empty Draft if you do not want to overwrite existing work.
Apply a template
| Step | Action | Details |
|---|---|---|
| 1 | Open the Agent Editor | Go to Setup → AI Management → Custom Agents and open a Draft agent. |
| 2 | Open the gear menu | Click the gear icon in the Agent Editor toolbar. |
| 3 | Select Use template | The template picker opens with Oktopost Templates and Your Templates. |
| 4 | Choose a template | Browse either group and select the template you want to apply. |
| 5 | Fill in parameters | Complete every field on the parameter form. See Understanding Template Parameters for field types. |
| 6 | Apply the template | Confirm to load the template workflow into your Draft agent. |
| 7 | Reconnect credentials if prompted | If a banner appears after apply, reconnect any credentials the template requires. Credentials are not stored in global templates. |
| 8 | Review and publish | Inspect the canvas, adjust nodes if needed, then Publish when the agent is ready. |