Share a Company Template
Company templates let colleagues reuse a setup that works well for a type of project. They are available within the owning company through Company Templates.
Create or save a template
Template management uses the existing company agent-management permission: Owner, Admin, and Agent Admin roles. Other members can browse and, when allowed to create agents, use templates; they cannot publish or manage company templates.
- Open Organization settings, then the Agents panel and Templates.
- Choose New Template to write a name, tagline, charter, and intelligence preference, or Clone Agent to save a reusable setup from an agent in that company.
- Review the resulting instructions and setup expectations. Cloning uses model generation to prepare reusable instructions, so review its output before colleagues use it.
- Use Edit to maintain the setup or Deactivate to remove it from future selection.
Saving a template does not transfer live credentials, connected accounts, files, or conversation history. Instructions may still contain sensitive details: remove secrets and unnecessary private examples, and state which tools and inputs the project needs. Use the dedicated secrets controls for credentials.
Limits
Company permissions and boundaries remain in force. There is no new member contribution or publishing workflow. Deactivation preserves the template record and does not change agents already created from it.
Public publishing, creator profiles and handles, public share dialogs, and the public marketplace are retired. Old public templates are retained as historical records and do not become company templates automatically.