Templates
Templates is your workspace’s library of looks, in Channels › Templates. Your brand comes first, and a saved template carries one form’s look to other agents.
Your brand
Your brand is your workspace’s look: colour, type, surface, corner, avatar, portrait and Light or dark. Every form whose Look from is Your brand wears it, with that agent’s own edits on top. Press Edit, change it, then Publish. The agents and forms that wear it are listed in the same card. While no colour is published, it offers Your site’s colour, read from the site you made your first agent from.
hiy templates
Our own starting look for each form, hiy default. Use puts it on an agent’s form as an unsaved change, so nothing changes until you publish. Duplicate makes it a saved template you can edit.
Saved templates
Each saved template is one form’s look, with its Name, Form and Used by. Edit opens it in Style, and publishing it updates every agent that uses it. Its menu has Rename, Duplicate and Use for new agents, which gives it to agents you make later for that form; publish it first. To save one, open a form’s Style and press Save as template.
Good to know
- Templates is part of the new Channels layout, rolling out to workspaces in turn.
- Only an owner or admin can change Your brand and saved templates.
- A template keeps a form’s look, layout, welcome display and chat settings. Your agent’s words and sources stay on the agent.