Templates Section

Overview

The Templates section provides access to reusable agent configurations that can accelerate agent development. Templates are agents with no team assignment (team_id: null) that can be accessed by all teams for creating new agents.

1. Templates Dashboard

Templates Main Interface - Browse and manage agent templates

The templates interface (AgentList component) provides:

• Template Table: View all available templates with ID, title, and creation date
• Add Agent Button: Create new agents (which can become templates)
• Template Actions: Duplicate and delete templates (with permissions)
• Data Table Features: Enhanced sorting, filtering, and search capabilities
• Permission-Based Access: Create and delete actions based on user permissions

2. Creating Templates from Agents

Saving an Agent as Template

You can convert any existing agent into a reusable template:

1. Navigate to Agents: Go to the agents list in your team
2. Select Agent: Find the agent you want to save as a template
3. Save as Template: Click the template action button
4. Template Creation: The system creates a copy with:
   • team_id set to null (making it globally accessible)
   • Title appended with "(Template)"
   • New unique ID generated
   • All worker configurations and connections preserved

Template Auto-Generation

The system includes an AgentTemplateGenerator that can create templates from descriptions:

Automated Template Creation:

• AI-Powered Generation: Uses available AI models (GPT-4, Claude, etc.) to generate templates
• Description-Based: Creates agents based on natural language descriptions
• Fallback System: Uses specialized templates when AI generation isn't available
• Structured Output: Generates proper agent configurations with workers and prompts

Generation Process:

1. Model Selection: System selects best available AI model from API keys
2. Prompt Building: Constructs generation prompt from user description
3. Template Generation: AI creates structured agent configuration
4. Response Parsing: Converts AI output into valid agent template
5. Fallback Handling: Uses pre-built specialized templates if generation fails

3. Template Management Interface

Database Structure

Template Storage:

• Templates are stored in the agents table with team_id: null
• Query: SELECT id, title, description, type, created_at FROM agents WHERE team_id IS NULL
• Ordered by creation date (newest first)

Template Actions

Available Actions (Permission-Based):

• Duplicate Template: Creates a copy with "(copy)" suffix appended to title
• Delete Template: Permanently removes template from database
• Create New Agent: Navigate to agent creation (can later be saved as template)

Permission System:

• Create Templates: Requires canCreate("templates") permission
• Delete Templates: Requires canDelete("templates") permission
• Actions are only visible/accessible based on user permissions

Data Table Features

Enhanced Data Table (EnhancedDataTable):

• Sortable Columns: Sort by ID, title, or creation date
• Resizable Columns: Adjust column widths as needed
• Row Selection: Click rows to navigate to agent details
• Empty State: Shows "No agent templates found." when no templates exist
• Loading State: Displays spinner while fetching templates

4. Using Templates

From Templates Page

1. Access Templates: Navigate to the templates section
2. Browse Available Templates: View table of all templates with ID, title, and creation date
3. Select Template: Click on a template row to view details
4. Duplicate for Use: Use the duplicate action to create a copy you can modify

When Creating New Agents

Template Worker

The system includes a template worker type for Handlebars-based templating:

Template Worker Features:

• Type: template worker with conditional support
• Inputs: Template string input
• Outputs: Processed template output
• Processing: Uses Handlebars templating for compilation and execution
• User Fields: Supports custom user-defined template variables

5. Error Handling and Notifications

Template Creation Feedback

Success Messages:

• Save as Template: "Agent saved as template - '[agent.title]' has been successfully saved as a template."
• Duplicate Template: "Agent duplicated - A copy of '[template.title]' was created."
• Delete Template: "Agent deleted - '[template.title]' has been deleted."

Error Handling:

• Save Errors: Shows "Error saving as template" with specific error details
• Duplicate Errors: "Error duplicating agent" with error message
• Delete Errors: "Error deleting agent" with error description
• Loading Errors: Console logging of fetch errors with empty array fallback

Query Management

React Query Integration:

• Templates Query: ['agents-template'] for template list
• Cache Invalidation: Automatically updates both agents and templates queries after operations
• Loading States: Proper loading indicators during async operations
• Error Boundaries: Graceful error handling with user feedback