How to Create AI Agent Template in Proxy

Key takeaways:

• Templates in Proxy save time and keep your prompts consistent
• You can make templates private or public, no subscription needed
• Templates can’t be edited after creation, so double-check before saving

Ever get tired of typing the same prompt over and over? Proxy’s template feature is a lifesaver. It lets you set up a reusable prompt for your AI agent, so you can just swap out a few details and get rolling. No need to start from scratch every time.

Proxy even has a template hub where you can grab templates other users have shared. But if you want to keep your workflow private, you can make your own templates and keep them just for yourself. Here’s how to create your own AI agent template in Proxy, step by step.

Why Templates Matter for Proxy AI Agents

Templates in Proxy are all about making your workflow smoother. If you’re doing similar tasks—like asking the AI to summarize news or generate reports—templates keep things consistent and save you from copy-pasting the same prompt every day. Plus, they help avoid mistakes that come from retyping instructions.

Navigating to the Template Feature in Proxy

Start from the Proxy homepage. You’ll see a menu called template hub, which is a collection of prompts and templates from other users. You can browse these for inspiration or just create your own from scratch. No pro subscription needed—this feature is free for everyone.

Creating a New Template: Step by Step

• Head to the homepage and create a new chat session.
• Type out your prompt. For example, you might ask the agent to act as a news reporter and summarize news about a specific topic in bullet points.
• Make your prompt as clear as possible. If you want to avoid paywalled content, say so in your prompt: “Open and read the publicly available news.”
• Hit send and let Proxy do its thing. You can enable deep work if you’re a pro subscriber, but it’s optional.

Watching the Agent Work

Keep an eye on the agent’s activity window. This lets you see exactly what Proxy is doing with your prompt. If something looks off, you can tweak your prompt before turning it into a template. This step is key—once you save a template, you can’t edit it later.

Saving Your Prompt as a Template

Once Proxy finishes the task and you’re happy with the results:

• Click the button labeled “share as a template.”
• Give your template a name, like news finder.
• Decide if you want it public or private. Just toggle the switch.
• In the prompt section, add placeholders for anything you want to change later. For example, swap out “perplexity AI” with a placeholder like topic.
• You can set categories or tags if you want, but that’s optional.
• Hit save.

Using and Managing Your Templates

To see your templates, go to my templates. You’ll see everything you’ve created. Click on a template, fill in the placeholder with a new value (like “open AI” instead of “perplexity AI”), and run the test. Super quick.

If you want to learn how to create templates in other platforms, check out how to create email template in HubSpot or how to make a page a template in Notion.

Tips for Making Reliable Templates

• Double-check your prompt before saving. Once it’s a template, you can’t go back and edit.
• Use clear placeholders so you can easily swap out details each time.
• If you need to change the template, just make a new one.

What Happens If You Need to Edit a Template?

Proxy doesn’t let you edit templates after you save them. If you spot a typo or want to change an instruction, you’ll need to create a new template from scratch. It’s a little annoying, but it keeps things consistent.

Sharing Templates with the Community

If you want, you can make your template public so others can use it. Just toggle the public/private switch when saving. Otherwise, keep it private for your own workflow.

Troubleshooting Common Issues

If your template isn’t working as expected, check the agent’s activity window for clues. You might need to adjust your prompt or use better placeholders. If you’re new to templates, try making a few test prompts before saving the final version.

Using Placeholders for Flexibility

Placeholders are your friend. They let you reuse the same template for different topics or tasks. Just swap out the placeholder value each time you run the template.

Templates vs. Manual Prompts: Why Bother?

Templates save time, reduce errors, and keep your workflow tight. If you’re still typing out the same instructions every day, you’re missing out. Templates are like macros for your AI agent.

Keeping Your Templates Organized

If you’re making a lot of templates, use categories or tags to keep things tidy. That way, you can find what you need fast.

Final Thoughts

Proxy’s template feature is simple but powerful. It’s free, flexible, and saves you a ton of time. Just remember: check your prompt before you save, use placeholders, and don’t stress if you need to make a new template for small changes. Happy automating! 🚀

FAQs

How do I create a template in Proxy?

Start a new chat, type your prompt, run it, then click “share as a template.” Name it, set privacy, add placeholders, and save.

Can I edit a template after saving?

No, templates can’t be edited once saved. You’ll need to make a new one if you want changes.

Do I need a pro subscription to use templates?

Nope, the template feature is free for all users.

What’s the benefit of using placeholders?

Placeholders let you reuse the same template for different topics or tasks—just fill in the new value each time.

Can I share my template with others?

Yes, just set the template to public when saving. Otherwise, keep it private for your own use.