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Saving Templates

You don't need to rebuild complex workflows from scratch every time. The Save as Template feature allows you to snapshot your current graph and package it into a reusable blueprint. This includes all logic, tools, and prompts.

This is essential for scaling your operations. Once you build a perfect flow, you can save it as a template and let your entire team spin up their own versions in seconds.

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Templates preserve everything
When you save a template, VibeAgent captures your complete workflow structure, including node configurations, connections, and system prompts.

Creating a Template​

Follow these steps to save your current graph as a reusable template.

  1. Open Settings: Click the Gear Icon in the top-right corner of the canvas.
  2. Select Option: Click the purple Save as Template button at the bottom of the panel.
  3. Configure: Fill in the template details in the popup modal.

Configuration Fields​

When creating a template, you provide metadata to help others understand its purpose.

1. Template Name​

A clear, descriptive title for your template.

Description: This name appears in the template library and helps users quickly identify the workflow's purpose.

Example:

"Customer Support Triage v2" or "Weekly Report Generator"

Best For: Making your template easy to find and understand at a glance.

2. Description​

A brief summary of what the agent does.

Description: This helps users in the library decide if this template fits their needs. Include the main use case and any notable features.

Example:

"A multi-agent system that reads incoming support emails, categorizes them by urgency, and drafts responses for human review."

Best For: Providing context so team members can quickly evaluate whether to use your template.

3. Privacy Settings​

Control who can see and use your template.

Configuration:

  • Public: The template is visible to your entire organization. Use this for standard operating procedures you want the team to adopt.
  • Private: The template is only visible to you. Use this for personal drafts or experimental flows you aren't ready to share yet.

Best For: Managing access based on whether the workflow is ready for team-wide adoption.

4. Content Summary​

A live health check of what your template contains.

Description: At the bottom of the modal, VibeAgent displays exactly what is being packaged into the template.

Example:

1 Trigger, 5 Agents, 11 Tools, 21 Connections

Verify Before Saving

Check this summary before saving to ensure you didn't accidentally leave any disconnected nodes or empty branches in your workflow.