Publish a Postman conversation template

Save a useful chat turn as a reusable template anyone on the team can replay.

The goal

A named template scoped to the project that teammates open and replay against the same agent (or a clone) without retyping prompts or context.

Steps

1. Run the chat in Postman mode.

   Toggle Postman mode in the agent's chat panel. Have the conversation you want to capture.

2. Save as template.

   Chat header -> "Save as template". Provide:

   • Name (refund-flow).
   • Optional pinned agent version. Pin if you want the replay to always use that version.
   • Optional initial context overrides (entity_ids, user_id, custom session keys).

   Save.

3. Find the template.

   Agent -> Postman templates tab. Templates are scoped to the project; everyone with project access can see them.

4. Replay.

   Click "Replay". A fresh chat opens with the seeded messages, the pinned version (if set), and the context overrides. Continue from where the template left off.

Verify

• The template appears in the Postman templates tab.
• A replay produces a chat that begins with the template's messages.
• Pinned versions are honoured even if the agent has rolled forward since.

Programmatic replay

const thread = await platos.platos_call("postman_templates.run", {
  templateId,
  // Override per-run:
  sessionContext: { entity_ids: ["acme"] },
});

The runtime returns a fresh thread id; the template's messages are seeded; continue with threads.update.

Parameters

Use ${variable} placeholders in template messages. The replay UI prompts for values; the runtime substitutes before dispatch.

Next steps

• Run an A/B eval suite using template-derived golden sets.
• Templates pair well with Chat and Postman mode walkthroughs.