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Templates & versioning
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Introduction to Agent Templates

Agent templates allow you to create a common starting point (or template) for your agents. You can define the structure of your agent (its tools and memory) in a template, then easily create new agents off of that template.

flowchart TD
    subgraph Template["Agent Template v1.0"]
        tools["Custom Tools
        --------
        tool_1
        tool_2
        tool_3"]
        memory["Memory Structure
        ---------------
        system_instructions
        core_memory
        archival_memory"]
    end

    Template --> |Deploy| agent1["Agent 1
    --------
    Custom state"]
    Template --> |Deploy| agent2["Agent 2
    --------
    Custom state"]
    Template --> |Deploy| agent3["Agent 3
    --------
    Custom state"]

    class Template template
    class agent1,agent2,agent3 agent

Agent templates support versioning, which allows you to programatically upgrade all agents on an old version of a template to the new version of the same template.

Agent templates also support memory variables, a way to conveniently customize sections of memory at time of agent creation (when the template is used to create a new agent).

Templates define a common starting point for your agents, but they are not agents themselves. When you are editing a template in the ADE, the ADE will simulate an agent for you (to help you debug and design your template), but the simulated agent in the simulator is not retained.

You can refresh the simulator and create a new simulated agent from your template at any time by clicking the “Flush Simulation” button 🔄 (at the top of the chat window).

To create a persistent agent from an existing template, you can use the create agents from template endpoint:

Terminal window
curl -X POST https://app.letta.com/v1/templates/{project_slug}/{template_name}:{template_version} \
-H 'Content-Type: application/json' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-d '{}'

You may have started with an agent and later decide that you’d like to convert it into a template to allow you to easily create new copies of your agent.

To convert an agent (deployed on Letta Cloud) into a template, simply open the agent in the ADE and click the “Convert to Template” button.

Imagine you’re creating a customer service chatbot application. You may want every user that starts a chat sesion to get their own personalized agent: the agent should know things specific to each user, like their purchase history, membership status, and so on.

flowchart TD
    subgraph Template["Customer Service Template"]
        tools["Custom Tools
        --------
        update_ticket_status
        search_knowledge_base
        escalate_ticket"]
        memory["Memory Structure
        ---------------
        name: {{name}}
        ticket: {{ticket}}
        spent: {{amount}}"]
    end

    Template --> |Deploy| user1["Alice's Agent
    --------
    name: Alice
    ticket: T123
    spent: $500"]
    Template --> |Deploy| user2["Bob's Agent
    --------
    name: Bob
    ticket: T124
    spent: $750"]
    Template --> |Deploy| user3["Carol's Agent
    --------
    name: Carol
    ticket: T125
    spent: $1000"]

    class Template template
    class user1,user2,user3 agent

However, despite being custom to individual users, each agent may share a common structure: all agents may have access to the same tools, and the general strucutre of their memory may look the same. For example, all customer service agents may have the update_ticket_status tool that allows the agent to update the status of a support ticket in your backend service. Additionally, the agents may share a common structure to their memory block storing user information.

This is the perfect scenario to use an agent template!

You can take advantage of memory variables to write our user memory (one of our core memory blocks) to exploit the common structure across all users:

The user is contacting me to resolve a customer support issue. Their name is
{{name}}
and the ticket number for this request is
{{ticket}}. They have spent ${{amount}}
on the platform. If they have spent over $700, they are a gold customer. Gold
customers get free returns and priority shipping.

Notice how the memory block uses variables (wrapped in {{ }}) to specify what part of the memory should be defined at agent creation time, vs within the template itself. When we create an agent using this template, we can specify the values to use in place of the variables.