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Use the Library

Create an agent from a reviewed template, then decide whether its System Message should stay linked to that template. See Library for the full lifecycle and Configuration for the agent form.

For reusable instructions, see Agent Prompts.

Before You Start​

  • Choose the job, owner, and intended audience for the agent.
  • Check access to the template and a compatible model connection. Template access does not grant access to its tools or data.
  • Keep the first agent private and use synthetic inputs for testing.

Follow The Steps​

  1. Find A Template

    Open Library, choose the appropriate tab, and read the template description. Edit template appears only when your permissions and write access allow it; system templates are protected.

    My Templates in Library with a private Docs Library Demo template and its Edit action
    Choose Siesta Templates, Organization Templates, or My Templates, then search.
    Platform guide: Library tabs

  2. Create The Agent

    Open the template and select Create agent. Set the name, review copied settings and dependencies, and choose a compatible AI Connection. With Link to agent template on, later template prompt changes affect this agent. Turn it off for an independent System Message, then Submit.

    New private agent copied from Docs Library Demo with template linking switched off
    Review the model connection and choose a linked prompt or an independent copy.
    Platform guide: Create from a template

  3. Review And Maintain The Prompt

    Open the saved agent's Configuration and check access, tools, data, and instructions. Test one representative conversation. To change a linked prompt, use Edit template prompt, then Override existing template and confirm, or Discard prompt changes. Ordinary Submit is blocked while that prompt edit is pending.

    Agent configuration with a linked System Message and Edit template prompt action
    A linked prompt is shared behavior; other agent settings remain separate.
    Platform guide: Linked prompts

  4. Save Or Update A Template

    For an existing agent, Submit changes first: Save as new template copies its saved configuration and description. In the new-agent form, that action creates both the agent and template. Override existing template uses current form values and updates the linked template after confirmation. Review sharing separately.

    Templates section with Save as new template and Override existing template actions
    Save the agent first when creating a template from an existing agent.
    Platform guide: Save and update templates

Try It​

Create a private summarizer with synthetic instructions: “Use only the supplied text, summarize it in three bullets, and do not call external services.” Create one linked agent and one independent copy. Update the template prompt and compare their System Messages: the linked agent changes; the independent copy retains its own prompt.

Check The Result​

The agent has the intended prompt, model connection, dependencies, and audience. A template edit synchronizes linked System Messages; it does not replace every agent setting. See edit from Library before changing a shared template.

If It Does Not Work​

If the template is unavailable, ask its owner for access or choose another template. Editing requires Templates.View, Templates.Edit, and write access. A missing connection or data permission must be resolved separately. For an independent prompt, turn off linking. See template access and permissions.

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