How to review an agent team template before using it

Learn how to review an agent team template and start your own copy of it.

Overview

A template is a ready-made agent team that you can use as a starting point. Each template has a detail page where you can look at the template before you decide to use it, including how it works and, for some templates, a sample of its output.

When you use a template, GTM One opens the agent team builder with a copy of the template's steps, its triggers and its run inputs. The copy takes the template's name. Nothing is saved until you save the agent team, so you can review and change the copy first without changing the template itself.

Review a template and start from it

1. On the Agent Teams page, click the Templates tab.
2. Click the template you want to review. To narrow the list, type in the Search templates box.
3. Read the template's detail page to decide whether it fits your workflow, and click See Sample Output if the button is shown.
4. In the top-right corner of the detail page, click Use this template. The builder opens and shows a loading message while the template is copied.
5. Review the copied steps, triggers and inputs in the builder, and change anything you need.
6. If the banner at the top of the builder offers Fill in template variables, click it.
7. In the Fill in details for dialog, enter a value for each variable, and then click Apply values.
8. Save the agent team.
9. If the Review before saving dialog appears, click Fix Errors to go back and complete the steps, or click Save without fixing to save it as it is.

To go back to the full list from a detail page, click the first link in the breadcrumb at the top of the page (All templates or Templates).

What to know after saving

• Default values that the template provides for its variables are filled in for you in the variables dialog. Required variables must have a value before you can apply them.
• Template variable values you enter are kept in the builder and applied when you save the agent team.
• A credit budget can be set once the agent team is saved.
• The Review before saving dialog appears when the agent team has incomplete steps that may cause workflow failures.
• If you don't have permission to create agent teams, Use this template is unavailable.