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Use Templates

Templates help you start from a proven structure instead of writing every request from scratch. In Siesta AI, templates are useful when a team repeatedly creates similar agents, prompts, reports, summaries, or workflow inputs.

How to Use a Template​

Choose the template that matches your work, fill in the required details, and adapt any optional instructions. Keep the goal, audience, and output format clear.

Agent templates can be created from an agent configuration with Save as Template. The template form asks for Name and Description, then the saved template appears in the overview when creating a new agent.

Shared Templates​

Shared templates may be used by many people on your team. If you need to change one, check whether the change affects other users. When in doubt, duplicate the template and adapt your copy.

Good Template Inputs​

  • The business goal.
  • Required source data.
  • Audience or tone.
  • Output format.
  • Review or approval requirements.

Practical Examples​

  • A support team template with Jira ticket structure, severity definitions, and response tone.
  • A sales template that prepares a HubSpot follow-up summary and email draft.
  • A reporting template that always returns executive summary, risks, numbers, and next actions.
  • An onboarding agent template with Memory collections, default model, initial message, and safe tool rules.

Template Recipes​

Create A Reusable Agent Template​

  1. Configure the agent with model, system message, data, tools, and access.
  2. Test the agent on realistic examples.
  3. Click Save as Template.
  4. Add a name that describes the job, not the team only.
  5. Add a description that explains required inputs and expected output.

Use A Template Safely​

Before using a shared template, check which data source, connection, and tools it expects. Replace placeholders such as customer name, date range, source collection, output format, and approval rules before running it.

Good Template Placeholder Fields​

  • source collection
  • customer or project
  • date range
  • target audience
  • output format
  • approval required before tool use