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Templates Library

Templates let you store re-usable system prompts that can be imported into any AI Agent’s Voice & Guidelines tab with a single click.
This library was called Prompt Templates before release 2.6.0. It is now Templates everywhere in the Studio — the sidebar, the page header and the command palette — and the import button inside an agent reads Import Template.

Centralised Quality

Maintain a single source-of-truth for your best prompt guidelines.

Rapid Iteration

Tweak a template once and reuse it across multiple agents.

Analytics

See how often each template is imported to measure adoption.

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1. Navigate to Library → Templates

  1. Open Library in the left sidebar.
  2. Click Templates to view existing templates.
  3. Each card shows the template Name, its Description, an excerpt of the prompt itself, and its Imported count.

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Finding a template

The library is organised around an industry rail down the side — pick an industry to narrow the list — plus:
  • A call direction filter, for inbound and outbound templates.
  • A sort dropdown.
  • Paging, rather than one long list.
  • Search that matches a template’s name, its tags and the prompt text itself, so you can find a template by a phrase you remember from inside it.

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2. Create or Edit a Template

  1. Click Create Template (or click an existing card to edit).
  2. Fill in: • Name – displayed in the library list. • Description – short summary. • Prompt – write your guideline prompt in the formatted editor. All variable chips are supported, and XML-style tags such as <role> and <context> are preserved on save.
  3. (Optional) Toggle Publish as system template if you are a system admin.
  4. Press Save.
Partners can only see and edit their own templates.
Once a prompt has been edited in the formatted editor, square brackets and other Markdown punctuation may come back escaped with backslashes. That is cosmetic in the stored text — check the prompt after an edit if you rely on literal bracket characters.

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3. Import into Voice & Guidelines

  1. Open an agent’s Voice & Guidelines tab.
  2. Click Import Template next to the magic-wand.
  3. In the drawer: • Select a template on the left to preview. • Click Import. The markdown is copied into the editor and the template’s Imported counter increments.
  4. Edit further or save the agent as usual.
Importing never changes the original template—you get a snapshot that you can customise per agent.

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4. Best Practices

• Keep templates modular – e.g., separate greeting tone from escalation guidelines. • Review the Imported metric to deprecate unused templates.

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FAQ

Q: Can I update a template that’s already been imported?
Yes. Future imports will receive the updated text, but existing agents will keep their current copy until you update them. Q: Who can create system templates?
Only partner level users can create new templates and have it published. Q: Are templates versioned?
Not yet. For major changes, create a new template and archive the old one.