Templates
Templates are reusable agent configurations that let you quickly deploy consistent AI workers across your organization. Think of them as blueprints -- design once, deploy many.
What is in a Template?
A template captures an agent's complete configuration:
| Component | Description |
|---|---|
| System prompt | The agent's personality, role, and behavioral rules |
| Model settings | Which AI model to use, temperature, max tokens |
| Tool configuration | Which tools the agent has access to |
| Memory settings | What the agent remembers across conversations |
| Metadata | Category, tags, description for organization |
Why Use Templates?
| Scenario | How Templates Help |
|---|---|
| Consistency | Every sales agent across offices uses the same proven configuration |
| Speed | Deploy a new agent in seconds instead of configuring from scratch |
| Version control | Track changes over time, roll back if a new version underperforms |
| Sharing | Publish templates for your organization or to the MeetLoyd Store |
Template Variables
Templates support customizable variables so the same blueprint can be personalized for different contexts:
| Variable Type | Example |
|---|---|
| Company info | company_name, industry, support_hours |
| Contact details | escalation_email, manager_name |
| Runtime context | User's plan, account status (filled automatically) |
When creating an agent from a template, you fill in the variables and the system prompt is customized accordingly.
Creating Templates
From an Existing Agent
The easiest way to create a template is from an agent that is already working well:
- Go to the agent's page in the dashboard
- Click Actions > Save as Template
- Name and describe the template
- Click Create
The template captures the agent's complete configuration at that moment.
From Scratch
- Go to Templates > + Create Template in the dashboard
- Fill in the system prompt, model settings, tools, and memory configuration
- Define any template variables
- Click Create
Via Loyd
Ask Loyd:
"Save my IT Support agent as a template called 'IT Helpdesk - Tier 1'"
Using Templates
Create an Agent from a Template
- Go to Agents > + Create Agent
- Select From Template
- Choose a template and fill in any required variables
- Customize the name and any overrides
- Click Create
Preview Before Using
You can preview a template's full configuration (system prompt, tools, settings) before creating an agent from it.
Template Versioning
Templates support versioning so you can track changes over time:
| Action | Description |
|---|---|
| Create version | Update the template and create a new version with notes |
| Use specific version | Create agents from a specific version (not just the latest) |
| Rollback | Revert the template to a previous version |
| View history | See all versions with dates and change notes |
Existing agents are not affected when you update a template. Only new agents created after the update use the new version.
Template Sharing
| Visibility | Who Can Use It |
|---|---|
| Private | Only you |
| Workspace | All members of the workspace |
| Store | Published to the MeetLoyd Store for the community |
Publishing to the Store
You can share your templates with the MeetLoyd community by publishing them to the Store. Include a clear description, screenshots, and documentation so others know what to expect.
Template Categories
Organize templates with categories and tags for easy discovery:
| Category | Example Templates |
|---|---|
| IT Support | Helpdesk Tier 1, Password Reset Agent |
| Sales | SDR Agent, Deal Closer, Lead Qualifier |
| HR | Onboarding Assistant, Policy FAQ Agent |
| Customer Success | Retention Agent, Health Score Monitor |
Best Practices
| Practice | Why |
|---|---|
| Clear naming | Use descriptive names like "IT Helpdesk - Tier 1" not "Template 1" |
| Comprehensive descriptions | List capabilities, required integrations, and best-fit scenarios |
| Document variables | Include examples for each variable so users know what to fill in |
| Version thoughtfully | Major changes get a new major version with clear notes |
| Test before sharing | Run test conversations before publishing to the Store |