You can create a template from an existing bot inside the autotrading platform. A template preserves the automations and settings of a bot.
Templates are useful when you want to save and reuse a strategy repeatedly. Templates are saved to your template library.
To create a template of a bot, click the gear icon on the bot’s dashboard and select “Save as Template” from the dropdown menu.
You have the option to create a new template or update an existing template. You can edit the name, add a description, assign default bot-level inputs, and define the bot’s global settings.
Select “Save” to create a new template.
You can always change the settings at any time in the future.
The template’s dashboard displays the number of times the template has been cloned, the current version, the last updated date, and all automations.
You can select any automation to view its details.
You cannot edit the automation’s fields in the template. You would need to create a new version to make changes.
You can also add notes to the template at the bottom of the page.