Save a Custom Agent as a Template
Turn a proven Custom Agent into a reusable template in Your Templates so admins in your account can apply the same workflow without rebuilding it from scratch.
Before you begin
Go to Setup → AI Management → Custom Agents and open the agent you want to save. Only account admins and owners can save templates.
Save a new template
| Step | Action | Details |
|---|---|---|
| 1 | Open the Agent Editor | Open the Custom Agent you want to reuse. |
| 2 | Open the gear menu | Click the gear icon in the Agent Editor toolbar. |
| 3 | Select Save as template | The save dialog opens. |
| 4 | Enter name and description | Give the template a clear name and short description so others can find it in Your Templates. |
| 5 | Author parameters | Choose which agent fields become fill-in values when someone applies the template. See Understanding Template Parameters for parameter kinds. |
| 6 | Save the template | Confirm to add the template to Your Templates. |
Author parameters
When you save a template, decide which values stay fixed in the workflow and which become parameters the applier fills in:
- Static — text, number, or checkbox values such as keywords or thresholds.
- Entity — campaign, user, board, tag, or topic pickers.
- Dropdown — a fixed list of options you define.
- Secret — a credential slot without storing the credential. The applier connects their own credential after apply.
Why this matters
Secret parameters let you share integration workflows safely. The template records where a credential is needed — not the credential itself.Draft vs Published source agents
| Agent state | Save behavior |
|---|---|
| Draft | You can author and edit parameters freely. Oktopost saves the Draft first, then captures the template. |
| Published | You see a read-only preview of parameters. To change parameter definitions, open the agent as a Draft or save from a Draft copy. |
Update an existing template
To overwrite a template you already own, open the source agent, click the gear menu, select Save as template, and choose the existing template. The new agent content replaces the template snapshot. Agents already created from the earlier version are not affected.