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A template is the IKEA manual of your agent: others clone the skeleton, connect their own credentials, and adapt it freely. Your original stays untouched.

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Open vs. locked at a glance

This page covers open templates — the right choice for most use cases. For admin-controlled standardization, see Locked templates.

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Create a template

1

Click Share on your agent

From any agent, hit Share — a copy of your agent becomes the template, credentials never included.
The Share popover on an agent offering Share as a Template with a Create Template button

Share as a Template: a link to a copy of your agent — no credentials included.

2

Choose the type

Template (people can clone, edit, and change anything) or Locked Template (people can clone, but can’t change the instructions — with placeholders for customizable fields).
The template wizard's type step asking how this should be shared, with Template and Locked Template options

Step 1: open Template or Locked Template.

3

Name it & guide setup

Name and description, plus a setup prompt that tells the AI how to walk each new user through setup — Dataleap generates all of it for you.
The template wizard's about step with name, description, and a setup prompt being generated

Step 2: name, description, and the auto-generated setup prompt.

4

Publish

You get a template link, and you can additionally publish to your workspace library or into specific team spaces.
The template wizard's publishing step showing the template link and a Publish to Library toggle with workspace and team options

Step 3: template link + publish to the library or team spaces.

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Deploy from a template

1

Open the library

Templates in the sidebar — or the Templates tab of a team space.
2

Review the workflow

Each template shows what it does step by step, and which integrations it needs.
3

Clone it

Click Deploy — you get your own clone, connect your own credentials, and you’re running in minutes. From there, adapt it like any agent you built yourself.

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Good to know

  • Templates share the skeleton, never your data. The creator’s credentials and content are always stripped — each clone runs with its own connections and context.
  • A template stays linked to its source agent. Improve your agent, and the template shows unpublished changes — click Update to publish. Existing clones keep their state; new deploys get the update.
  • Don’t publish half-baked agents — everyone clones the flaws too. Share proven workflows.

Watch: Templates (open and locked)

See both template types in action.

Locked templates

Next: standardize one process at scale.

Your first agent

Deployed a template? Refine it like any other agent.