How to Create Agents and Output Templates in Assist

What you’ll learn

What agents and output templates do
How to create them from chat
Where to find them and how to share them
How to ask Assist to edit them
How to remove your own agents and templates, with approval

What are agents and output templates?

Agents are specialist assistants for particular jobs. Each has its own instructions, tone and knowledge. For example, you could create an agent to write weekly client updates in your team’s preferred style.

Output templates give Assist a reusable structure to work from. A creative brief template might include sections for Objective, Audience, Key Message, Deliverables and Timing.

Both help you handle recurring work more consistently. Start by describing what you need.

Creating an agent from chat

Tell Assist what the agent should do and how it should communicate.

Example prompt:

Create an agent called Status Update Writer that writes weekly client updates in a friendly, jargon-free tone.

Assist can check for existing agents, help you define the name, @mention tag and instructions, then create the agent in your private space.

Review the proposed details and ask for changes if needed.

Using your new agent: @mention it in a subsequent message. If it does not appear in the @mention picker straight away, try again after the next chat turn.

Creating an output template from chat

Describe the recurring output you want and any sections it needs.

Example prompt:

Create a template for creative briefs with sections for Objective, Target Audience, Key Message, Deliverables, Timing and Budget.

Assist can check existing templates and help you agree the structure and instructions before creating it.

You do not need to specify everything upfront. Explain the task and review the structure Assist suggests.

To use the template, @mention it in a future message or describe a task that matches its purpose.

Where do new agents and templates live?

New agents and templates are created in your private space by default.

Open Library and select Private to find them. Keep them private while you test and refine them.

When you are ready for others to use them, use the available sharing or Promote options in the Library. Check the destination and audience before confirming.

Promoting an agent or template is a separate Library action; creating it in chat does not automatically make it available to your workspace or organisation.

Editing an agent or template from chat

Reference the item by name or @mention it, then explain the change you want.

Example prompts:

Update my Status Update Writer agent to use shorter sentences and British English.

Add a Success Metrics section to my Creative Brief template, after Deliverables.

Update only the Audience section instructions in my Creative Brief template. Keep all other sections and instructions unchanged.

Depending on the item, changes can include:

Its name, description and appearance
An agent’s guidance, tone and @mention tag
A template’s sections and section instructions
Overall AI instructions
User instructions describing what Assist should check before drafting

Review any confirmation or approval request before accepting the change.

Be specific when changing template sections

Template section updates can replace the full section list. If you only want one section changed, explicitly ask Assist to preserve the others and their order.

After the update, check the item in your Library and test it before using it for important work.

Removing your own agents and templates from chat

You can ask Assist to remove an agent or output template you created. Approvals must be enabled to use this feature.

Example prompts:

Remove my Status Update Writer agent.

Remove my Creative Brief template.

How it works

Tell Assist exactly which agent or template you want to remove. Use its name or @mention it.
Review the approval request and check it identifies the correct item.
Select Approve to remove it, or Decline to keep it.
Check your Library to confirm the result.

Assist can only remove agents and templates you created. It cannot remove another user’s items for you, even if you can see or use them.

If another user’s item needs removing, contact its creator or your workspace administrator.

Example: creating and refining an agent

Open an Assist chat.
Ask:

Create an agent called Status Update Writer that writes weekly client updates in a warm, jargon-free tone.
Review the proposed name, @mention tag and instructions.
Confirm the details or request changes.
Find the new agent in Library → Private.
Test it with a sample client update.
Ask for any adjustments:

Make the updates shorter and finish with a clear next step.
Test again before sharing it with others.

Example: creating and refining a template

Open an Assist chat.
Ask:

Create a Creative Brief template with sections for Objective, Audience, Key Message, Deliverables, Timing and Budget.
Review and confirm the proposed structure.
Find the template in Library → Private.
Use it to create a sample brief.
Ask for a specific change:

Add Success Metrics after Deliverables. Keep all existing sections and instructions unchanged.
Check the updated template and test it again.

Tips and common questions

Describe the job clearly

Explain what the agent or template should help you achieve. Include the audience, tone, required sections or an example where useful.

Check what already exists

Use an existing agent or template if it meets your needs. This helps avoid duplicates and keeps your Library easier to navigate.

Use sample content to check the instructions and results before making an agent or template available to others.

Keep edits precise

Name the item and explain exactly what should change. State what should stay the same, especially when editing template sections.

Check approval requests carefully

Before approving removal, confirm that the request names the correct agent or template. Decline if you want to keep it.

Can Assist remove someone else’s agent or template?

No. Removal through chat is restricted to agents and templates you created.

What happens if I decline a removal request?

The agent or template stays in your Library.

What if my new agent or template is missing from the @mention picker?

The picker refreshes between chat turns. Try again after your next message. If it still does not appear, check that the item is enabled and available in your Library.