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Changes to Save Template Functionality in Claygent: Bug or Feature?

Artur Grishkevich

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The save template buttons in Claygent are replaced by generate/configure. Is that a bug or a feature? How can I save a template now?

Changes to Save Template Functionality in Claygent: Bug or Feature? | Clay

3 comments

· Sorted by Oldest

Channeled
APP
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The save template buttons in Claygent haven't been replaced. To create a personal template, duplicate your table and move it to a separate workbook. This retains the table structure without data. For shared templates, explore our ready-to-use options at clay.com/templates or add them within a table via 'Add enrichment' → 'Templates'. Can you clarify which specific part of Claygent you're working with when you see the generate/configure options?
Source: Enrichments | Documentation | Clay University
Artur Grishkevich
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Nevermid, I guess it’s not available in a talbe from 2 months ago but looks like I can save by pasting the prompt to a new table
Channeled
APP
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You're correct that older tables may not have the save template functionality. Your solution of copying the prompt to a new table is the right approach. In newer Claygent setups, you can create templates by using existing prompts or browsing available templates. For waterfall templates specifically, you can save configurations while creating them by selecting "Save as template." If you need further assistance with template creation, request human help by clicking "Talk to a person."
Sources: Waterfall | Documentation | Clay University Waterfall | Documentation | Clay University Claygent: AI Web Scraper [Clay 101] - Clay University Claygent: AI Web Scraper [Clay 101] - Clay University