How to create post templates for Agent Mode

Post templates are reusable post outlines for each platform. Agent Mode uses them as a starting point when it writes automatic posts, so your posts keep the same shape and voice.

Before you start

• Connect the platform you want a template for under Connections. The platform list only shows connected platforms.
• Your role needs permission to create posts.

Create a template

1. In the sidebar, open Post → Create Post, then click the Templates tab.
2. Click New Template (or Create Template if you have none yet).

   

3. Under Platform, choose Facebook, Instagram, TikTok or YouTube.
4. Type a Template Name. For YouTube this field is Video Title. Keep it under 100 characters.
5. Write the main text in Body (Facebook), Caption (Instagram, TikTok) or Description (YouTube). This is the content the AI will expand for each post.
6. Optional: under Cover thumbnail, click Choose from gallery to add a cover image for the template card.
7. Check the preview, then click Create Template.

   

Use templates in Agent Mode

1. Open Post → Agent Mode and go to Content & brand.
2. Open Style, then open Use my own templates.
3. Tick the templates you want for each platform. Only templates made for that platform are shown.
4. Save your Agent Mode setup.

Edit, copy or delete a template

On a template card, open the menu and choose Edit, Duplicate or Delete. Deleting can't be undone.

Tips

• Make the first line strong. On Facebook and Instagram, it's the line people see before tapping “more”.
• Make a few templates per platform (for example an offer post, a product story and a customer review post) so your feed doesn't look the same every day.
• The same character limits apply as in Create Post: 63,206 for Facebook, 2,200 for Instagram and TikTok, 5,000 for YouTube.

Troubleshooting

“No platforms connected yet — connect one to structure templates for it specifically.”

Connect Facebook, Instagram, TikTok or YouTube first, then come back.

“Pick a content style, or select at least one template for the facebook target”

Agent Mode needs either a style or at least one template for each platform it posts to. Pick one in Style.

“Templates for the instagram target must be instagram-specific templates”

You picked a template made for another platform. Choose a template created for that platform.

The Create Template button stays grey

Fill in the platform, name and text, and keep the text under the platform's character limit.

Related articles

• Content calendar and Agent Mode
• Create and schedule posts
• AI image and video generator