# Agents: Templates (https://docs.envocal.ai/agents/templates/)

> Share a well-built Agent as a template, in its Sharing tab, and start new Agents from it in your organization and its sub-tenants - with the instructions, variables and voice settings already in place.

A template is an Agent others can start from. Once an Agent works well, share it as a template: new
Agents created from it begin with the same instructions and settings, and only need their own details.
This is useful when you set up similar Agents for many customers, or want every team to start from a proven
setup.

## Share an Agent as a template

### 1. Open the Sharing tab
Open the Agent and go to its **Sharing** tab.

### 2. Switch on Share as Template
Switch on **Share as Template**. The Agent can now be used as a template in your organization and in all
its sub-tenants and customers.

### 3. Describe it
Write a short **Description**: what the Agent does, who it is for, and anything important to know. It is
shown when people choose a template.

### 4. Save
Click **Save**.

The template stays a normal, working Agent: sharing it doesn't change how it answers. Switch **Share as
Template** off again to stop offering it; Agents already created from it are not affected.

## Create an Agent from a template

### 1. Start a new Agent
Click **New Agent** in the menu and choose **Use Template**.

### 2. Pick a template
Browse or search the templates and pick one. You see the templates of your own organization and of the
organizations above it, each with its description and the organization it comes from.

### 3. Name it
The name starts as the template's. Give the new Agent its own name and create it.

The new Agent is a **Draft** with its own copy of the template's settings, so changing it never changes the
template, and later changes to the template don't reach it.

## What is copied
| Copied from the template | Not copied: set these up for the new Agent |
| --- | --- |
| Instructions and description | [Phone number](/agents/telephony) |
| [Variables](/agents/variables) and their placeholders | [Knowledge bases](/agents/knowledge) |
| Model, voice and the [Advanced](/agents/advanced) settings | [Custom tools](/agents/tools) |
| Built-in tools: follow-up email, call transfer, end call | [Widget](/agents/widget) settings (the new Agent gets the default widget) |

## Related topics

- [Basic Setup](https://docs.envocal.ai/agents/basic/)
- [Tenant Management](https://docs.envocal.ai/admin/tenant_management/)
- [Advanced](https://docs.envocal.ai/agents/advanced/)