CrestApps Orchard Core AI Profile Templates
AI profile templates provide reusable Orchard-managed defaults for profiles. They can standardize the provider, deployment, orchestrator, prompt templates, tools, agents, memory settings, and chat settings used by new profiles.
After enabling the base AI feature, manage templates at Artificial Intelligence → Templates. The available fields depend on the enabled AI features and providers.
Template sources
The Source identifies what the template creates. The Profile source
contains profile defaults. Other sources, such as SystemPrompt, may be
provided by enabled features. A template with source Profile can be used to
create profiles and can carry selected tool instances and capabilities.
Import profile templates by recipe
The AIProfileTemplate recipe step requires Name, DisplayText, and
Source. When ItemId is omitted, the import resolves an existing template
by the combined Name and Source before creating a new item.
{
"steps": [
{
"name": "AIProfileTemplate",
"Templates": [
{
"Name": "customer-support",
"DisplayText": "Customer Support",
"Source": "Profile"
}
]
}
]
}
Use the exact property name and collection shape from the local recipe schema
when generating a deployment. Feature-specific metadata and settings are both
added to the template Properties object; AIProfileTemplate items do not
have a separate Settings member. Settings objects such as
AIProfileSettings, AIChatProfileSettings, and
AIProfilePostSessionSettings are nested inside Properties. The separate
top-level Settings object exists only on CreateAIProfileFromTemplate items,
where it overrides the generated profile's settings.
Create a profile from a template
Use CreateAIProfileFromTemplate when provisioning a profile from a reusable
profile template:
{
"steps": [
{
"name": "CreateAIProfileFromTemplate",
"Profiles": [
{
"TemplateId": "customer-support",
"Name": "customer-support-prod",
"DisplayText": "Customer Support",
"ChatDeploymentName": "gpt-4o"
}
]
}
]
}
TemplateId must identify a template whose source is Profile. The step
copies the template values first, then applies explicit values from the recipe.
Values omitted from the recipe remain inherited. A missing template or a
template with another source produces a recipe error and skips that item.
Use the local AIProfileTemplate and
CreateAIProfileFromTemplate schemas from the CrestApps Recipes feature to
confirm the exact item property names before importing a deployment recipe.
Capabilities and post-session processing
Templates can select tools, tool instances, agents, and other capabilities. Profiles created from a template inherit those selections. Live capabilities and post-session processing capabilities are separate; configure both when a post-session workflow must use the same tools.