Library

The central hub for your company's agents, workflows, and ready-to-clone templates.

The Library is your starting point for all reusable AI building blocks: here you find the agents and workflows you may use, and create your own copies from a curated catalogue of ready-made templates.

What is the Library?

The Library brings together three kinds of content across three tabs:

• Agents – persistent, chat-based agents (personas with their own system prompt, model, conversation starters, and optionally their own knowledge).

• Workflows – form-based, multi-step automations that run several steps in sequence.

• Templates – ready-made agent and workflow building blocks you copy into your company.

The sidebar has no separate “Library” entry: Agents opens the Library on the Agents tab, Workflows on the Workflows tab. The tab bar at the top lets you switch between Agents, Workflows, and Templates.

Searching and Filtering

All three tabs have a search box at the top (Search…). It searches the name and description of the visible items and filters the cards instantly as you type.

The Agents tab adds:

• Filters next to the search: All (everything you may use), Mine (created by you), Shared with me, Company (shared company-wide) and Pinned.

• Label chips in a second row if agents are tagged. Clicking one or more labels shows only matching agents (OR logic); up to 12 labels are shown.

"Agents" Tab

Here you see all agents you may use – your own, shared with you and company-wide – as cards. Each card shows icon, name, description, labels, the model and possibly a web badge; a shield marks verified agents. Pills show which team or project an agent is assigned to.

Actions:

"Workflows" Tab

Like the agents tab, this shows all workflows you may see – your own, shared with you and company-wide. The footer shows the workflow’s default model.

Actions:

The Create new workflow dialog asks for:

• Workflow name (required)

• Description (optional)

• Save as template – additionally makes the workflow available as a template: it appears in the Templates tab for everyone who may see it. This can only be set here when creating the workflow.

• Initial trigger type – how the workflow starts: Manual, Scheduled, Integrations, Form, or Webhook. You can change this later in the editor.

After Create workflow, you are taken straight to the workflow editor.

"Templates" Tab

The Templates tab is the heart of the Library: a curated catalog of ready-made building blocks you copy into your company. It is split into two sections:

1. Agents – several dozen pre-built agents spanning typical mid-market jobs (HR/People, Communication, Sales, Marketing, Finance, Legal, IT & Support, Data & BI, Project Management, Development, Research, Productivity, Training).

2. Workflows – curated multi-step automation templates, plus the workflows your company has saved as templates that you may see.

Above the templates is a row of category chips (All plus every present category with a count). Clicking one filters the agent templates to that category. The search box additionally filters both agent and workflow templates by name/description.

What a template card shows

• An emoji/icon and an Agent or Workflow badge.

• For workflows, the number of steps.

• The name and a two-line description.

• For agents: a category badge and – if the template uses integrations – small integration icons (e.g. Outlook, Google, Jira, SQL).

• A Copy to my company → hint at the bottom right.

Cloning a template

Click anywhere on the card (or Enter/Space):

• Agent template → a preview opens first, showing instructions, conversation starters, web search, and integrations and actions. Adopt and customize creates an independent copy and opens the agent editor; Adopt and chat starts a chat with the copy right away. The system prompt, conversation starters, default model, web-search setting, category, used integrations with their actions, input type and form fields are carried over.

• Workflow template → Kasimir immediately creates an independent copy and opens the workflow editor. All steps and connections are copied and laid out sensibly. So the workflow runs out of the box, the copy automatically gets a default model (your company's chat default model, otherwise the first active chat model).

Copying requires the “Create assistants” or “Create workflows” permission (on for members by default). Without it, the card is locked and shows “Your admin has not enabled this action.”

Your own templates for the team

If you enable Save as template when creating a workflow, it appears in the Templates tab under Workflows – for everyone who may see the workflow, plus owners and admins. Since new workflows are private, share it via Share (e.g. company-wide); then colleagues find it there and can clone it just like the built-in templates. Cloning performs a full deep copy (steps, connections, and linked company-wide knowledge documents).

Tips

• Template first, then adapt: Look for a fitting starting point in the Templates tab, clone it, and refine the prompt, model, and knowledge in the editor.

• Use the category chips: With many agent templates, the chips (e.g. Sales, People, IT & Support) narrow the choice quickly.

• Mind the integration icons: Templates with an Outlook, Google, or Jira icon require the matching integration to be connected in your company so the agent can access it.

Limitations

• Templates are a one-time copy, not a live link: a copy is not automatically updated when the original template changes.

• Editing is for the creator, people with the “Edit” share, and owners and admins (for agents they may use and for company-wide workflows); deleting for the creator as well as owners and admins. Admins see other people’s private agents and workflows only by name.

• The built-in templates are curated and cannot be edited directly in the Library – you always adapt your copy.