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Go to Customers → Agent configuration to pick one organization, maintain its custom templates, and control which global and custom templates it can see.
These are the agent templates used when creating an agent. They are different from the Connect App Templates and Profiles, which control the app’s appearance.
Templates built by Telzino are global. Templates a partner creates must be assigned to an organization. These are the templates offered in the agent setup wizard. Any custom template a partner creates here and assigns to an organization becomes available in that organization’s agent setup wizard.

Template library

Custom templates are owned by an organization. Select an organization under Organization access to view and manage its custom templates, then click + New template to create one.

Organization access

  1. Under Organization, choose one organization.
  2. The list shows each template with an Enabled / Disabled switch for that organization only.
  3. Turn templates on or off to control what the organization can use.
Built-in wizard templates are always available and can’t be turned off. Turning off a template doesn’t affect agents already created from it.