orchardcore-ai-profile-templates

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"
        }
      ]
    }
  ]
}