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Templates

The Templates page is a Work-mode surface (ops.surogate.ai/work/templates). In Develop mode the equivalent is the DEPLOY AGENT button on the Agents page — same dialog, same fields. Develop mode has no separate templates page.

In current builds the template catalog is nearly empty — there’s a single New Agent card (a passthrough to the “start from scratch” path) plus an AI-driven describe what you need flow that’s still disabled. The recommended creation path is:

  1. Templates (Work mode) → Start from scratch or the New Agent card → DEPLOY NEW AGENT dialog, or
  2. Agents (Develop mode) → DEPLOY AGENT button → same dialog.
Field Notes
Display Name Human-readable name (e.g. Acme support bot)
Slug Auto-derived from the display name. Used in URLs (<slug>.cloud.surogate.ai). Unique within the project.
Description Short summary. Seeds the agent’s persona block on the Configure page.
Model Defaults to Surogate. Switch later from Configure.

Click CREATE AGENT. Status moves deployingrunning in 10-90 seconds. Once running, switch to the agent’s Configure page to attach skills, knowledge bases, MCP servers, and channels.

Every workspace is different — what’s a sensible default for one tenant is misleading for another. Rather than ship a fixed catalog of canned agents that drift out of date, the platform gives you an empty slate and lets the Configure page guide you through the same attachments you’d get from a template (Skills → Knowledge Bases → MCP Servers → Channels → Users).

If you find yourself deploying the same shape repeatedly, clone an existing agent’s config via the REST API rather than retyping the form.

Method Endpoint Purpose
POST /v1/agents Create an agent (same effect as the dialog)
GET /v1/agents/{id} Read a full config to clone from
PATCH /v1/agents/{id} Apply a config dict produced from a cloned source

Build phase for the post-create workflow. Use cases for end-to-end recipes.