Contents x
    How to use agent definition templates
    • 27 Jan 2025
    • 2 Minutes to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    How to use agent definition templates

    • Updated on 27 Jan 2025
    • 2 Minutes to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Creating a Template

    1. Build an Agent: Create an agent in the agent builder.
    According to the need of each project, you can define specific values as template variables. By doing this, Mozenda will allow you to override those values in other agents

    You can specify variables within the template using the format %variableName%

    1. Save as Template: When saving the agent, choose the option to save it as a new template. Go to File > Save As new Template

    Accessing agent templates

    Saved agent definition templates can be found in the agent builder and not in the web console:

    1. Go to File > Agent definition templates
      image.png

    2. A window will display a list of your agent templates. You can edit them by clicking the image.png icon or delete them by clicking image.png

    Important note

    Changes made to the template will affect all agents inheriting from it.

    Using the Template

    1. Create a New Agent from Template: In the agent builder, choose the option to create a new agent from a template. Go to File > New from Template

    image.png

    You can also select an existing agent to associate it with a template if you got to File > Use Definition Template

    1. Select a template: You will be prompted to choose from the available templates.
    Note

    Selecting a template means that your newly created agent will share the same agent definition as the template. It is like “copying” an agent, with the difference that any change applied, will affect both.

    1. Define Overrides: The system will identify the variables in the agent definition and prompt you to specify which of these should be available for overrides on the new agent

      a. These variables can be set at a lower level in the agent, within context, or from a data list. If you do not want them to be overridden, you can remove them from the list.

      b. The variable will only prompt you to enter these values the first time you create an agent from the template
      image.png

    2. Specify the values by typing under the “Value” column and save.

    The shared definition template name will be shown on the top part of your screen. You can edit the overrides at any point by clicking image.png or detaching the template from the agent by clicking image.png

    Note

    If you apply any changes to the definition template or the agents attached to it, it will affect all agents that are sharing this template.

    On the web console, under “Agents” you should be able to see which template your agents are assigned to on your Agent View.

    Was this article helpful?
    What's Next