Share a template of an agent

Beta

This product is in open beta. It’s available for use but still in active development and may change.

You can share a template of your agent with anyone through a public link. When you share an agent's template, anyone who visits the link can create a new agent with the same behaviors, actions, and data sources. The availability of connected data sources depends on the person's permission to access the file.

Create a template link

1. Hover over and click the name of your agent on the left sidebar. 
2. Click Share. A dialog box will open.
3. Click Generate link.
4. A unique link will be created for your agent. Click Copy link to copy it to your clipboard.

Note

If you add data sources to the agent, they will only be available to users who already have access to that file.

Using a template link

When someone clicks on a shared template link, they can review all the agent's settings and make changes before adding it to their account. These changes do not affect your original agent.

To create a new agent from a template:

1. Visit the template link.
2. Click Use this template.  
3. Connect your own app accounts required to use the actions by clicking Connect beside each app name. You'll be asked to sign in to your account for that app.
4. Once all accounts are connected, click Create.
5. In the next screen you can make changes to the agent's name, description and behaviors.
6. When you're done, click Go to chat. 

The agent is now ready to use. 

Note

If the connected app account does not have access to an included data source, you'll see an error, alerting you that the data source is not available.

Delete a template link

1. From any screen of your agent, click Share. A dialog box will open.
2. Click Delete link.
3. The dialog box will ask you to confirm the action. Click Delete link to confirm.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.