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Templates

Templates are ready-made agent instructions you can reuse instead of writing a prompt from scratch every time. Chatley ships a library of them by industry, and you can save your own alongside.

Templates live under Library & Automation in your workspace, next to Knowledge Base, Structured Outputs, and Voices — the things your agents draw on rather than settings on one agent.

Browse the library​

Open Templates in your workspace. You can:

  • Search by name.
  • Filter by category — Real Estate, Healthcare, Financial Services, Legal Services, Home Services, and Generic, or all of them at once.

Each card shows the template's category and a preview of its instructions.

Use a template​

Copy puts the template's instructions on your clipboard. Paste them into an agent's behaviour field and edit from there — see Agents.

Copying never changes the template, so you can adapt it per agent without affecting anyone else's use of it.

Variables​

Templates can carry placeholders in the form {{variableName}} — for example a business name or a booking link. Replace them with your own values after pasting, so the agent doesn't read a placeholder out loud on a call.

tip

Keep a variable's name descriptive ({{businessName}} rather than {{x}}). You are the one filling them in later, often weeks later.

Save your own template​

If you have written instructions that work, keep them:

  1. Choose Create template.
  2. Give it a name and pick a category — the category is stored as a prefix on the name, so it stays grouped in the library.
  3. Paste your instructions, using {{variableName}} wherever a value should change per agent.

Your own templates appear in the same library as the built-in ones and can be edited or deleted at any time. Built-in templates can be copied but not changed — create your own from one instead.

Troubleshooting​

ProblemWhat to check
Template name rejected as too longThe category prefix counts toward the limit. Shorten the name or pick a shorter category.
Can't edit a templateOnly templates you created can be edited. Copy the built-in one and save your version.
An agent reads a placeholder aloudA {{variable}} was left unreplaced in the agent's instructions.

Next steps​