> ## Documentation Index
> Fetch the complete documentation index at: https://dataleap-469bb19d-docs-from-commits-2026-08-19-upload-limits.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Turn any agent into a template teammates can clone — and adapt to their own needs.

A template is the IKEA manual of your agent: others clone the skeleton, connect their own credentials, and adapt it freely. Your original stays untouched.

## Open vs. locked at a glance

|                                     | **Open template**                | **[Locked template](/share/locked-templates)** |
| ----------------------------------- | -------------------------------- | ---------------------------------------------- |
| Clone & run                         | ✅                                | ✅                                              |
| Adapt instructions                  | ✅ fully editable                 | ❌ only placeholders                            |
| Owner updates reach existing clones | ❌ new deploys only               | ✅ all clones, instantly                        |
| Best for                            | letting others make it their own | standardizing one process at scale             |

This page covers open templates — the right choice for most use cases. For admin-controlled standardization, see [Locked templates](/share/locked-templates).

## Create a template

<Steps>
  <Step title="Click Share on your agent">
    From any agent, hit **Share** — a copy of your agent becomes the template, **credentials never included**.

    <Frame caption="Share as a Template: a link to a copy of your agent — no credentials included.">
      <img src="https://mintcdn.com/dataleap-469bb19d-docs-from-commits-2026-08-19-upload-limits/9b7WCSBKC0-1NVfb/images/template-share-popover.png?fit=max&auto=format&n=9b7WCSBKC0-1NVfb&q=85&s=07401d7a1324b410d008bdd721d55a7a" alt="The Share popover on an agent offering Share as a Template with a Create Template button" width="845" height="710" data-path="images/template-share-popover.png" />
    </Frame>
  </Step>

  <Step title="Choose the type">
    **Template** (people can clone, edit, and change anything) or **[Locked Template](/share/locked-templates)** (people can clone, but can't change the instructions — with placeholders for customizable fields).

    <Frame caption="Step 1: open Template or Locked Template.">
      <img src="https://mintcdn.com/dataleap-469bb19d-docs-from-commits-2026-08-19-upload-limits/9b7WCSBKC0-1NVfb/images/template-wizard-type.png?fit=max&auto=format&n=9b7WCSBKC0-1NVfb&q=85&s=4b3cc4703e641c5b5b2a1a18520e4e5f" alt="The template wizard's type step asking how this should be shared, with Template and Locked Template options" width="3332" height="1987" data-path="images/template-wizard-type.png" />
    </Frame>
  </Step>

  <Step title="Name it & guide setup">
    Name and description, plus a **setup prompt** that tells the AI how to walk each new user through setup — Dataleap generates all of it for you.

    <Frame caption="Step 2: name, description, and the auto-generated setup prompt.">
      <img src="https://mintcdn.com/dataleap-469bb19d-docs-from-commits-2026-08-19-upload-limits/9b7WCSBKC0-1NVfb/images/template-wizard-about.png?fit=max&auto=format&n=9b7WCSBKC0-1NVfb&q=85&s=92f1b3581e6528871f4ae68ec6fa592a" alt="The template wizard's about step with name, description, and a setup prompt being generated" width="3332" height="1983" data-path="images/template-wizard-about.png" />
    </Frame>
  </Step>

  <Step title="Publish">
    You get a **template link**, and you can additionally publish to your **workspace library** or into specific **team spaces**.

    <Frame caption="Step 3: template link + publish to the library or team spaces.">
      <img src="https://mintcdn.com/dataleap-469bb19d-docs-from-commits-2026-08-19-upload-limits/9b7WCSBKC0-1NVfb/images/template-wizard-publish.png?fit=max&auto=format&n=9b7WCSBKC0-1NVfb&q=85&s=a303b82c900fb5c6892f1ae8a8150890" alt="The template wizard's publishing step showing the template link and a Publish to Library toggle with workspace and team options" width="3332" height="1983" data-path="images/template-wizard-publish.png" />
    </Frame>
  </Step>
</Steps>

## Deploy from a template

<Steps>
  <Step title="Open the library">
    **Templates** in the sidebar — or the **Templates** tab of a team space.
  </Step>

  <Step title="Review the workflow">
    Each template shows what it does step by step, and which apps it needs.
  </Step>

  <Step title="Clone it">
    Click **Deploy** — you get your own clone, connect your own credentials, and you're running in minutes. From there, adapt it like any agent you built yourself.
  </Step>
</Steps>

## Good to know

* **Templates share the skeleton, never your data.** The creator's credentials and content are always stripped — each clone runs with its own connections and context.
* **A template stays linked to its source agent.** Improve your agent, and the template shows *unpublished changes* — click **Update** to publish. Existing clones keep their state; new deploys get the update.
* **Don't publish half-baked agents** — everyone clones the flaws too. Share proven workflows.

<Card title="Watch: Templates (open and locked)" icon="clapperboard" href="/video-series/section-4#templates-open-and-locked" horizontal>
  See both template types in action.
</Card>

<CardGroup cols={2}>
  <Card title="Locked templates" icon="lock" href="/share/locked-templates">
    Next: standardize one process at scale.
  </Card>

  <Card title="Your first agent" icon="sparkles" href="/build/your-first-agent">
    Deployed a template? Refine it like any other agent.
  </Card>
</CardGroup>