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Templates

Templates in Siesta AI serve as reusable definitions of agents. They allow you to save an agent's configuration (model, behavior, connected tools) and quickly create new instances from it.

The Templates section enables users to choose from prepared templates that serve as a starting point for creating new AI agents. Templates contain preset parameters, logic, data access, and integrations, simplifying the repeated deployment of frequently used configurations.

Overview of templates

Templates address three things:

  • Standardization of work
  • Sharing know-how (community vs. private)
  • Rapid deployment of new agents
  • Controlled organization-wide reuse

Basic Concept​

A template is not a running agent. It is a blueprint that only defines how an agent should be created.

From one template, you can create:

  • 1 agent
  • 10 agents
  • 100 agents

Saving an Agent as a Template​

Action: Save As Template

A template is created from an existing agent configuration.

Procedure:

  1. The user clicks on Save As Template in the agent settings.
  2. A modal window opens where the user fills in:
    • Name - template name
    • Description - purpose description Modal for saving template
  3. Confirming will save the template.
  4. The saved template appears on the Templates page with the current template cards, categories, search, and tabs. Current templates page

What gets saved:

  • Name and description
  • Model (e.g., gpt-5)
  • Behavior parameters (temperature, penalties, max length)
  • Shared Tools (e.g., Jira, GoogleSearch, HubSpot)
  • Private Tools (if any)

The template does not save runtime state or conversation history.

Shared Tools vs. Private Tools​

Shared Tools

  • Tools available at the workspace or organization level
  • Automatically connected when creating an agent after being saved in a template

Private Tools

  • Tools specific to a user or project
  • The template remembers their reference, but the user must have permissions
  • If permissions are missing, agent creation will fail

Creating an Agent from a Template​

Action: Create agent

After selecting a template, a detailed overview of the configuration is displayed:

  • Template ID
  • Name and description
  • Used model
  • Behavior settings
  • List of connected tools + status (Already connected)

Creating an agent from template

Templates Page​

Tabs​

Community Templates

  • Publicly available templates
  • Created by the team or community
  • Read-only (cannot be edited)
  • Suitable as best practices or starting points

Organization Templates

  • Shared within the current organization
  • Intended as approved internal starting points for repeated use
  • Governed by template access policy instead of being globally public
  • Suitable for onboarding, internal standards, and team-specific operating patterns

My Templates

  • Templates created by the user
  • Can be deleted, edited, and reused

Tabs, categories, and template cards

Access Policy and Governance​

Templates can now use an access policy similar to other governed workspace objects.

  • Use private access when a draft template is not ready for broader reuse.
  • Use organization access when the template should be available to other users in the workspace.
  • Limit write access to owners or designated maintainers when the template defines a standard operating pattern.

Users who can read a template can use it as a starting point for a new agent. Users who can write a template can update its configuration and access policy for the intended audience.

Visualization of Templates​

Each template is displayed as a card containing:

  • Name
  • Short description
  • Icons of connected tools

The card allows for a quick visual check of what the template contains before use.

Typical Use Cases​

  • Work agent: one template -> dozens of internal agents with the same behavior
  • Onboarding: new team member = quick creation of an agent without manual configuration
  • Best practice enforcement: template as the only allowed entry point
  • Organization standard: one approved internal template -> many teams start from the same governed baseline
  • Community sharing: verified configurations without sharing sensitive data

Summary​

Templates in Siesta AI are a controlled way to scale agents. They allow for sharing know-how, maintaining standards, and speeding up work without compromising security.