Copy a home template on click and guide the user through it in Copilot (SKY-17448) (#8730)

2026-10-02 19:57:59 +00:00 · 2026-09-29 21:17:15 -07:00 · 2026-09-29 21:17:15 -07:00 · 4a2b0b8b1c
commit 4a2b0b8b1c
parent 72b181760c
13 changed files with 786 additions and 15 deletions
--- a/docs/changelog.mdx
+++ b/docs/changelog.mdx
@ -13,6 +13,8 @@ keywords:
 <div className="cl-page">
  <div className="cl-sidebar">
    <p className="cl-sidebar-title">TIMELINE</p>
+    <a href="#week-sep-28-2026" className="cl-sidebar-link">Week of Sep 28, 2026</a>
+    <a href="#week-sep-21-2026" className="cl-sidebar-link">Week of Sep 21, 2026</a>
    <a href="#week-sep-14-2026" className="cl-sidebar-link">Week of Sep 14, 2026</a>
    <a href="#week-sep-7-2026" className="cl-sidebar-link">Week of Sep 7, 2026</a>
    <a href="#week-aug-31-2026" className="cl-sidebar-link">Week of Aug 31, 2026</a>
@ -49,6 +51,159 @@ keywords:
    <h1 className="cl-title">Changelog</h1>
    <p className="cl-subtitle">New features, improvements, and fixes in Skyvern</p>

+<a id="week-sep-28-2026"></a>
+<Update label="Week of September 28, 2026" description="Copilot file downloads, live browser clipboard paste, Discover redesign, reliability fixes">
+
+## New features
+
+- **Downloadable Copilot-Generated Files** — Secure CodeBlocks and Copilot can now publish generated XLSX, PDF, CSV, and ZIP files as run downloads and chat download buttons. ([#8693](https://github.com/Skyvern-AI/skyvern/pull/8693))
+- **Clipboard Paste in Live Browser Control** — You can now paste your clipboard while in control of a live browser, from one control bar shared by CDP and VNC sessions. ([#8699](https://github.com/Skyvern-AI/skyvern/pull/8699))
+- **Redesigned Discover Home** — The Discover page's prompt, examples, and templates have been redesigned.
+
+## Improvements
+
+- **Google Sheets Range Support** — Copilot now resolves a Sheets tab from a URL's `gid` at save time and shows the Range in append mode. ([#8696](https://github.com/Skyvern-AI/skyvern/pull/8696))
+- **Clearer Personal Account Naming** — A personal account is now named after its Skyvern organization in the org menu and settings sidebar.
+- **Recording Controls** — The Copilot recording sticky bar is now labeled and includes a stop control.
+- **Redesigned Prompt Box Settings** — Advanced prompt box settings now live in a gear popover.
+- **Clearer Credential Refresh** — The saved-login refresh link now explains what it does.
+- **Clearer Copilot Change Review** — Copilot now shows its proposed changes on one annotated canvas, with plans and credential receipts shown where they happened in the turn.
+- **File Input URLs for Copilot** — Copilot now knows a file input can accept a user-supplied URL, not just an upload.
+- **Pinned Copilot Questions** — Pending Copilot questions now dock above the composer instead of scrolling out of view.
+- **Flexible Copilot Answers** — Copilot questions can now be answered in your own words instead of only the offered choices. ([#8713](https://github.com/Skyvern-AI/skyvern/pull/8713))
+- **Chronological Copilot Activity Log** — Copilot's activity log now reads in the order things happened, with redesigned answered-question cards. ([#8718](https://github.com/Skyvern-AI/skyvern/pull/8718))
+- **More Resilient Workflow Studio** — Workflow Studio now contains pane crashes instead of taking down the editor.
+- **Skyvern 3.0 Recommended** — The Skyvern 3.0 engine badge is now labeled "Recommended" instead of "Beta".
+- **Code Block Goal Editing** — Editing a code block's Goal now keeps your text and offers to update the block to match. ([#8711](https://github.com/Skyvern-AI/skyvern/pull/8711))
+- **Faster Web Search** — Copilot and code blocks now search the web through a dedicated search API instead of a browser tab. ([#8708](https://github.com/Skyvern-AI/skyvern/pull/8708))
+- **Clearer Billing Errors** — Skyvern now shows the reason when a billing plan change fails.
+- **Faster Credential Failures** — A login block now fails fast with a clear reason when it isn't bound to any of the workflow's credentials, instead of opening a browser first.
+- **Copilot Test Results as Cards** — Each block Copilot tests now shows as one card with its status, code change, and failing line.
+
+## Bug fixes
+
+- Fixed the extension bridge processing page events out of order relative to earlier responses. ([#8694](https://github.com/Skyvern-AI/skyvern/pull/8694))
+- Fixed bot-challenge pages being reported as "no challenge" instead of correctly detected. ([#8695](https://github.com/Skyvern-AI/skyvern/pull/8695))
+- Fixed credential approvals being lost for credentials used past the recording evidence size cap.
+- Fixed run errors losing their mapped error code when the task also had an OTP timeout.
+- Fixed Copilot forgetting an accepted state across page reloads.
+- Fixed a closed Workflow Studio pane reopening at the wrong edge instead of where it was.
+- Fixed Copilot comparing proposals against a stale staged draft instead of the current canvas.
+- Fixed edits being lost when rejecting a Copilot proposal that only renamed the workflow or never reached the canvas.
+- Fixed Gemini rejecting the MCP tool list due to a missing schema on an output parameter.
+- Fixed the extension relay stopping when an event callback raised an error.
+- Fixed run failure messages leading with an outer error instead of the actual cause.
+- Fixed false "Copilot is locked" toasts when expanding chat steps or switching editor views.
+- Fixed runs failing at max retries instead of terminating with the correct mapped error code.
+- Fixed plan upgrades not rolling back correctly if an in-progress ACH payment failed.
+- Fixed the self-hosted Discover page crashing on sign-in hooks.
+- Fixed literal "N/A" and "NULL" text being dropped when parsing Excel files.
+- Fixed PDF generation failing permanently after a page-renderer crash; it now retries on a replacement tab.
+- Fixed clicks on natively disabled controls taking up to 15 seconds to fail; they now fail in 2 seconds.
+- Fixed the AI fallback for code blocks recovering at the wrong address for a wrapped or indented `goto`.
+- Fixed concurrent Copilot test runs overwriting each other's workflow version.
+- Fixed read-only and disabled fields reporting a successful fill or clear instead of being refused.
+- Fixed agents with no blocks being runnable.
+- Fixed the Recording and Screenshots pills showing on finished runs that have neither.
+- Fixed the onboarding questionnaire not reappearing after a page refresh. ([#8706](https://github.com/Skyvern-AI/skyvern/pull/8706))
+- Fixed a recording refinement draft being presented as a validated workflow before it was. ([#8712](https://github.com/Skyvern-AI/skyvern/pull/8712))
+- Fixed Skyvern 3.0 refusing a re-ask conversion whenever a settled page's layout shifted at all, instead of only when the underlying document changed.
+- Fixed Copilot's Review view landing on a pending-proposal card with no available actions. ([#8714](https://github.com/Skyvern-AI/skyvern/pull/8714))
+- Fixed the Copilot review-gate buttons wrapping in a narrow pane and its Test end-to-end action not being locked like Reject. ([#8715](https://github.com/Skyvern-AI/skyvern/pull/8715))
+- Fixed Skyvern 3.0 mishandling a covering layer over the target field and mis-scoring an action block whose one action succeeded but whose follow-up was refused by the step cap. ([#8722](https://github.com/Skyvern-AI/skyvern/pull/8722))
+- Fixed one-shot downloads not recovering correctly after a server error.
+- Fixed the organizations page showing a blank state instead of a full-page retry option when it failed to load.
+- Fixed Workflow Studio showing replay pills before there was anything to replay.
+
+</Update>
+
+<a id="week-sep-21-2026"></a>
+<Update label="Week of September 21, 2026" description="Terminate blocks, SMS 2FA, new schedule types, Copilot CAPTCHA support, reliability fixes">
+
+## New features
+
+- **Terminate Block** — A new workflow block lets a run end early with a custom reason, instead of running through remaining blocks.
+- **Copilot-Managed Schedules** — Copilot can now create and manage the open workflow's recurring schedules directly from chat.
+- **SMS Two-Factor Authentication** — Credentials now support SMS-based two-factor authentication with managed phone numbers.
+- **Elapsed-Interval Schedules** — Workflow schedules can now run on a fixed interval measured from an anchor time, instead of only fixed calendar times. ([#8660](https://github.com/Skyvern-AI/skyvern/pull/8660))
+- **One-Time Scheduled Runs** — Workflow schedules can now be set to run once at a specific date and time. ([#8680](https://github.com/Skyvern-AI/skyvern/pull/8680))
+- **Copilot File Upload to Pages** — Copilot can now upload a file you attach in chat directly into a page's file picker. ([#8691](https://github.com/Skyvern-AI/skyvern/pull/8691))
+
+## Improvements
+
+- **Full YAML Workflow Editing** — The workflow editor's YAML view now exposes and accepts every workflow setting.
+- **Declared Code Block Return Schema** — Code blocks can now declare a return schema for Copilot, and AI-fallback output is recorded as the block's output.
+- **Optional Extension User Scripts** — Browser control no longer requires the User Scripts permission to be enabled.
+- **Copilot Repair Test Accuracy** — Copilot repair test runs now reuse the original failed run's inputs.
+- **Clearer Billing Navigation** — The sidebar "Add credits" button is now labeled "Upgrade plan" / "Plan & usage".
+- **Organization Terminology** — Settings, the org menu, and analytics banners now say "Organization" instead of "Workspace". ([#8697](https://github.com/Skyvern-AI/skyvern/pull/8697))
+- **Agent Creator Visibility** — The agents list now shows each agent's original creator.
+- **Agent Creation Date** — The agents list now shows each agent's first-version creation date.
+- **Local File Reads in Blocks** — Blocks can now read a local-storage upload referenced by a `file://` URI.
+- **Copilot Page-Challenge Recovery** — Copilot can now solve a page challenge or start a fresh browser when scouting a page.
+- **Clearer Copilot Run Results** — Copilot now reports how it picked a run for results and lists newer finished runs.
+- **Browser Profile Preview** — The workflow editor now shows a read-only preview of the browser profile a run would load.
+- **CAPTCHA Support in Code Blocks and Copilot** — Code blocks and Copilot browser-code cells can now solve image-text CAPTCHAs directly.
+- **More Resilient Browser Recordings** — Record Browser no longer rejects a recording outright; it now emits repair steps for actions it can't replay.
+- **Recording Visibility in Copilot Chat** — Browser recordings now show as a live chapter inside the Copilot chat.
+- **Save Credential on Enter** — Pressing Enter in the password field now saves the credential.
+- **Chat During Recording** — You can now talk to Copilot while a browser recording is capturing.
+- **Credential and Session Ownership** — Credentials and browser sessions now show who created them. ([#8654](https://github.com/Skyvern-AI/skyvern/pull/8654))
+- **Cached Script Retention** — Data-retention cleanup no longer removes cached scripts, keeping optimized runs fast.
+- **Customer Instructions Take Priority** — Under a new run setting, Skyvern 3.0 now lets your workflow instructions override its general behavior rules, and no longer lets page content override customer-provided values.
+- **Layout-Resilient Cached Code** — Saved code blocks can now target metric cards with a label-anchored selector, so they survive page layout changes.
+- **Cleaner Run Timelines** — Run timelines now show an action's result only when one was actually recorded.
+- **Plain-Language Failure Labels** — Run failures now show plain-language labels instead of raw internal category names.
+- **More Reliable CAPTCHA Solving** — Skyvern now remembers which CAPTCHA type a given site rejects, improving solve reliability on protected pages. ([#8657](https://github.com/Skyvern-AI/skyvern/pull/8657))
+- **Clearer Browser Block Validation** — The first browser block's URL is now required and validated before the block runs.
+- **Queued Message Indicator** — A queued Copilot message now shows as a strip on the message box. ([#8659](https://github.com/Skyvern-AI/skyvern/pull/8659))
+- **Quieter Browser Pane** — The browser pane header is now less cluttered, with an overflow menu, run-only replay tabs, and clearer browser status. ([#8668](https://github.com/Skyvern-AI/skyvern/pull/8668))
+- **Fewer Extension Permissions** — The Skyvern Agent browser extension no longer requests the User Scripts or unused host permissions.
+- **Search Block Improvements** — The Search block now uses standard error messages, and a Data Schema can be used without a Prompt. ([#8679](https://github.com/Skyvern-AI/skyvern/pull/8679))
+- **Copilot Test Accuracy** — Copilot build tests now start from the saved browser profile.
+- **Copilot CAPTCHA Reading** — Copilot can now read image-text CAPTCHAs while scouting a page and in saved code blocks. ([#8683](https://github.com/Skyvern-AI/skyvern/pull/8683))
+- **Run Attribution** — The Runs page now shows who started each workflow run. ([#8677](https://github.com/Skyvern-AI/skyvern/pull/8677))
+- **Clearer Copilot Status** — Copilot now shows when it's working or waiting on you above the message box, and the Stop button matches Send.
+
+## Bug fixes
+
+- Fixed the workflow editor losing your exact state after a rejected Copilot proposal; saves are now transactional.
+- Fixed one-time-code entry: Skyvern now retries once with a fresh code when a site rejects a multi-box code, and types full verification codes into one-character boxes reliably. ([#8717](https://github.com/Skyvern-AI/skyvern/pull/8717))
+- Fixed the Copilot credential card staying open after picking a saved login on a new chat.
+- Fixed intermittent loss of live-browser control by re-sending take-control on VNC reconnect and opening the live-view socket only after VNC connects.
+- Fixed a sent Copilot prompt occasionally staying stuck in the queue.
+- Fixed several Skyvern 3.0 typing issues: appended text is now reported and placed correctly, and an offered autocomplete row is committed when none exactly matches the typed value.
+- Fixed clicks into embedded frames failing when the frame hadn't finished rendering.
+- Fixed the Copilot activity log losing a finished step's title when new work started right after.
+- Fixed Skyvern 3.0 hiding a read of a different browser tab as if it were a repeated read.
+- Fixed Skyvern 3.0 accepting task completion on a blank page or without checking the result against the stated goal.
+- Fixed Copilot sending a canned message instead of a real reply when a tool call produced an empty model response.
+- Fixed credentials chosen during a browser recording not carrying into its refinement turn.
+- Fixed Skyvern 3.0 hiding or mislabeling clickable rows, menu options, and buttons combined with clickable containers during page observation. ([#8716](https://github.com/Skyvern-AI/skyvern/pull/8716))
+- Fixed Skyvern 3.0 not generating a real code for a credential's TOTP placeholder, unlike the previous engine.
+- Fixed dropdown search fields that only filter on Enter, so Skyvern 3.0 can search and filter windowed dropdowns correctly.
+- Fixed proxy tunnel and SOCKS failures being mislabeled as navigation failures.
+- Patched a security vulnerability in TLS certificate hostname validation used by outbound requests.
+- Fixed extension-bridge tabs and page reads breaking when a page changed its URL.
+- Fixed code blocks failing as busy under load instead of waiting for a free runner slot.
+- Fixed Copilot forgetting answers to its own questions after a few more tool calls.
+- Fixed Skyvern 3.0 writing dates into the wrong segment of a segmented date field.
+- Fixed Copilot's turn not finishing recovery correctly when a stream loss occurred but the turn ended normally.
+- Fixed the Search block returning results outside the requested site filter or missing results with no cached content.
+- Fixed Copilot showing a false "unsaved changes" warning on retry.
+- Fixed Reject retries in Copilot chat leaking across chats instead of staying scoped to the chat they came from.
+- Fixed the browser extension grouping tabs together in popup windows.
+- Fixed data extraction nulling out fields the goal asked to produce, instead of only nulling fields not present on the page.
+- Fixed Skyvern 3.0 skipping later toggle clicks in a batch after an earlier one failed.
+- Fixed code block page requests bypassing the run's configured browser proxy.
+- Fixed Skyvern 3.0 refusing to re-enter a login username the page had overwritten, while keeping the existing cap on password re-entry.
+- Fixed action steps being charged for calls Skyvern 3.0 refused before acting on the page. ([#8688](https://github.com/Skyvern-AI/skyvern/pull/8688))
+- Fixed Copilot's first workflow submissions failing on malformed syntax; they're now built from structured objects.
+- Fixed a terminated Skyvern 3.0 block not getting a retry when the site skipped a screen its criterion expected. ([#8687](https://github.com/Skyvern-AI/skyvern/pull/8687))
+- Fixed Copilot losing rows past the 50,000-row cut when paging a long run's results. ([#8684](https://github.com/Skyvern-AI/skyvern/pull/8684))
+
+</Update>
+
 <a id="week-sep-14-2026"></a>
 <Update label="Week of September 14, 2026" description="Workflow API updates preserve omitted settings">

--- a/skyvern-frontend/src/routes/discover/WorkflowTemplateCard.tsx
+++ b/skyvern-frontend/src/routes/discover/WorkflowTemplateCard.tsx
@ -1,4 +1,5 @@
 import { ArrowRightIcon, FileTextIcon } from "@radix-ui/react-icons";
+import type { MouseEvent } from "react";
 import { Link } from "react-router-dom";
 import { cn } from "@/util/utils";
 import {
@ -13,7 +14,7 @@ type Props = {
  category: TemplateCategory | null;
  popular?: boolean;
  to: string;
-  onClick: () => void;
+  onClick: (event?: MouseEvent<HTMLAnchorElement>) => void;
  className?: string;
 };

@ -32,7 +33,7 @@ function WorkflowTemplateCard({
  return (
    <Link
      to={to}
-      onClick={onClick}
+      onClick={(event) => onClick(event)}
      onAuxClick={(event) => {
        if (event.button === 1) onClick();
      }}
--- a/skyvern-frontend/src/routes/discover/WorkflowTemplates.test.tsx
+++ b/skyvern-frontend/src/routes/discover/WorkflowTemplates.test.tsx
@ -23,6 +23,14 @@ vi.mock("../workflows/hooks/useGlobalWorkflowsQuery", () => ({
 vi.mock("@/hooks/useWorkflowStudioEnabled", () => ({
  useWorkflowStudioEnabled: () => false,
 }));
+const mutate = vi.hoisted(() => vi.fn());
+const mutation = vi.hoisted(() => ({ isPending: false }));
+vi.mock("../workflows/hooks/useCreateWorkflowMutation", () => ({
+  useCreateWorkflowMutation: () => ({ mutate, isPending: mutation.isPending }),
+}));
+vi.mock("../workflows/editor/workflowEditorUtils", () => ({
+  convert: (workflow: { title: string }) => ({ title: workflow.title }),
+}));
 vi.mock("@/util/homeTelemetry", () => ({
  HomeTelemetry: { templateClicked: vi.fn() },
 }));
@ -34,7 +42,43 @@ function cardTitles() {
 }

 describe("WorkflowTemplates", () => {
-  afterEach(cleanup);
+  afterEach(() => {
+    cleanup();
+    mutate.mockClear();
+    mutation.isPending = false;
+  });
+
+  it("copies the template on a plain click but not a modified click", () => {
+    render(
+      <MemoryRouter>
+        <WorkflowTemplates folderId="fld_1" />
+      </MemoryRouter>,
+    );
+    const card = screen.getAllByRole("link")[0]!;
+
+    fireEvent.click(card, { metaKey: true });
+    expect(mutate).not.toHaveBeenCalled();
+
+    fireEvent.click(card);
+    expect(mutate).toHaveBeenCalledWith(
+      expect.objectContaining({
+        title: "Invoice Downloading (copy)",
+        folder_id: "fld_1",
+        _via: "template",
+      }),
+    );
+  });
+
+  it("ignores clicks while a copy is already being created", () => {
+    mutation.isPending = true;
+    render(
+      <MemoryRouter>
+        <WorkflowTemplates />
+      </MemoryRouter>,
+    );
+    fireEvent.click(screen.getAllByRole("link")[0]!);
+    expect(mutate).not.toHaveBeenCalled();
+  });

  it("leads with the most used template and filters by category", () => {
    render(
--- a/skyvern-frontend/src/routes/discover/WorkflowTemplates.tsx
+++ b/skyvern-frontend/src/routes/discover/WorkflowTemplates.tsx
@ -4,6 +4,9 @@ import { Skeleton } from "@/components/ui/skeleton";
 import { useWorkflowStudioEnabled } from "@/hooks/useWorkflowStudioEnabled";
 import { workflowEditorPath } from "@/routes/workflows/studioNavigation";
 import { useGlobalWorkflowsQuery } from "../workflows/hooks/useGlobalWorkflowsQuery";
+import { useCreateWorkflowMutation } from "../workflows/hooks/useCreateWorkflowMutation";
+import { convert } from "../workflows/editor/workflowEditorUtils";
+import { TEMPLATE_VIA } from "../workflows/templateGuidance";
 import { WorkflowTemplateCard } from "./WorkflowTemplateCard";
 import { HomeTelemetry } from "@/util/homeTelemetry";
 import { TEMPORARY_TEMPLATE_IMAGES } from "./TemporaryTemplateImages";
@ -20,9 +23,10 @@ const COLLAPSED_COUNT = 6;

 type Filter = TemplateCategory | "all";

-function WorkflowTemplates() {
+function WorkflowTemplates({ folderId }: { folderId?: string | null } = {}) {
  const { data: workflowTemplates, isLoading } = useGlobalWorkflowsQuery();
  const studioEnabled = useWorkflowStudioEnabled();
+  const createWorkflow = useCreateWorkflowMutation();
  const [filter, setFilter] = useState<Filter>("all");
  const [expanded, setExpanded] = useState(false);

@ -143,11 +147,31 @@ function WorkflowTemplates() {
              workflow.workflow_permanent_id,
              studioEnabled,
            )}
-            onClick={() => {
+            onClick={(event) => {
+              // The card calls onClick without an event for middle clicks; that must stay a non-plain click.
+              const plainClick =
+                !!event &&
+                event.button === 0 &&
+                !event.metaKey &&
+                !event.ctrlKey &&
+                !event.shiftKey &&
+                !event.altKey;
+              if (plainClick && createWorkflow.isPending) {
+                event.preventDefault();
+                return;
+              }
              HomeTelemetry.templateClicked({
                workflowPermanentId: workflow.workflow_permanent_id,
                title: workflow.title,
              });
+              // Modified and middle clicks keep opening the read-only template.
+              if (!plainClick) return;
+              event.preventDefault();
+              createWorkflow.mutate({
+                ...convert({ ...workflow, title: `${workflow.title} (copy)` }),
+                folder_id: folderId,
+                _via: TEMPLATE_VIA,
+              });
            }}
            className={cn("w-64 shrink-0 snap-start md:w-auto", {
              "md:hidden": !expanded && index >= COLLAPSED_COUNT,
--- a/skyvern-frontend/src/routes/workflows/WorkflowsFlat.tsx
+++ b/skyvern-frontend/src/routes/workflows/WorkflowsFlat.tsx
@ -1383,7 +1383,7 @@ function WorkflowsFlat() {
          }}
        />

-        <WorkflowTemplates />
+        <WorkflowTemplates folderId={selectedFolderId} />
      </div>
    </div>
  );
--- a/skyvern-frontend/src/routes/workflows/WorkflowsTree.tsx
+++ b/skyvern-frontend/src/routes/workflows/WorkflowsTree.tsx
@ -1103,7 +1103,7 @@ function WorkflowsTree() {
          }}
        />

-        <WorkflowTemplates />
+        <WorkflowTemplates folderId={selectedFolderId} />
      </div>
    </div>
  );
--- a/skyvern-frontend/src/routes/workflows/copilot/WorkflowCopilotChat.tsx
+++ b/skyvern-frontend/src/routes/workflows/copilot/WorkflowCopilotChat.tsx
@ -135,6 +135,12 @@ import {
 import { WorkflowCopilotHistory } from "./WorkflowCopilotHistory";
 import { AutoAcceptChip } from "./AutoAcceptChip";
 import { PendingGoalChangesCard } from "./PendingGoalChangesCard";
+import {
+  TEMPLATE_GUIDANCE_MESSAGE_ID,
+  TEMPLATE_INPUTS_MESSAGE_ID,
+} from "../templateGuidance";
+import { TemplateInputsCard } from "./cards/TemplateInputsCard";
+import { useMountEffect } from "@/hooks/useMountEffect";
 import { SelectedBlockChip } from "./SelectedBlockChip";
 import { readSelectedBlockLabel } from "./selectedBlockLabel";
 import { selectAutoBoundReceiptIndexes } from "./autoBoundReceiptIndexes";
@ -657,6 +663,7 @@ export interface ChatMessage {
  kind?:
    | "run_lifecycle"
    | "status_notice"
+    | "template_inputs"
    | "recording_refinement"
    | "initial_handoff";
  recoveryTurnId?: string;
@ -1286,6 +1293,9 @@ interface WorkflowCopilotChatProps {
  requiresLiveBrowser?: boolean;
  isLiveBrowserReady?: boolean;
  initialMessage?: string;
+  /** Assistant-authored first message shown when a template copy opens. */
+  templateGuidance?: string;
+  onTemplateGuidanceShown?: () => void;
  /** Files uploaded before the handoff; sent with the initial message. */
  initialAttachments?: Array<CopilotAttachedFile>;
  initialAction?: CopilotProductAction;
@ -1520,6 +1530,8 @@ export function WorkflowCopilotChat({
  requiresLiveBrowser = false,
  isLiveBrowserReady = false,
  initialMessage,
+  templateGuidance,
+  onTemplateGuidanceShown,
  initialAttachments,
  initialAction,
  onInitialMessageConsumed,
@ -1559,19 +1571,40 @@ export function WorkflowCopilotChat({
  // while the existing composer remains available for instructions and
  // clarifications. SOP upload and finishing a recording own it exclusively.
  const authoringInProgress = isUploadingSOP || recordingIsFinishing;
-  const [messages, setMessages] = useState<ChatMessage[]>(() =>
-    !initialAction && initialMessage
+  const [messages, setMessages] = useState<ChatMessage[]>(() => [
+    ...(templateGuidance
+      ? [
+          {
+            id: TEMPLATE_GUIDANCE_MESSAGE_ID,
+            sender: "ai" as const,
+            content: templateGuidance,
+            kind: "status_notice" as const,
+          },
+          {
+            id: TEMPLATE_INPUTS_MESSAGE_ID,
+            sender: "ai" as const,
+            content: "",
+            kind: "template_inputs" as const,
+          },
+        ]
+      : []),
+    ...(!initialAction && initialMessage
      ? [
          {
            id: initialHandoffMessageId,
-            sender: "user",
+            sender: "user" as const,
            content: initialMessage,
-            kind: "initial_handoff",
+            kind: "initial_handoff" as const,
            attachedFiles: initialAttachments,
          },
        ]
-      : [],
-  );
+      : []),
+  ]);
+  const templateGuidanceShownRef = useRef(onTemplateGuidanceShown);
+  templateGuidanceShownRef.current = onTemplateGuidanceShown;
+  useMountEffect(() => {
+    if (templateGuidance) templateGuidanceShownRef.current?.();
+  });
  const [workPlan, setWorkPlan] = useState<string[]>([]);
  const [proposedWorkflow, setProposedWorkflow] =
    useState<WorkflowApiResponse | null>(null);
@ -3083,6 +3116,13 @@ export function WorkflowCopilotChat({
              message.content === initialHandoff.content,
          );
        const nextMessages: ChatMessage[] = [
+          ...(carryForwardLifecycle
+            ? prev.filter(
+                (message) =>
+                  message.id === TEMPLATE_GUIDANCE_MESSAGE_ID ||
+                  message.id === TEMPLATE_INPUTS_MESSAGE_ID,
+              )
+            : []),
          ...(initialHandoff && !historyIncludesInitialHandoff
            ? [initialHandoff]
            : []),
@ -9728,6 +9768,9 @@ export function WorkflowCopilotChat({
                    />
                  );
                }
+                if (message.kind === "template_inputs") {
+                  return <TemplateInputsCard key={message.id} />;
+                }
                if (message.kind === "status_notice") {
                  return (
                    <div key={message.id} role="status" aria-live="polite">
--- a/skyvern-frontend/src/routes/workflows/copilot/cards/TemplateInputsCard.test.tsx
+++ b/skyvern-frontend/src/routes/workflows/copilot/cards/TemplateInputsCard.test.tsx
@ -0,0 +1,115 @@
+// @vitest-environment jsdom
+import {
+  cleanup,
+  fireEvent,
+  render,
+  screen,
+  waitFor,
+} from "@testing-library/react";
+import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
+
+import { useWorkflowParametersStore } from "@/store/WorkflowParametersStore";
+import type { ParametersState } from "../../editor/types";
+import { TemplateInputsCard } from "./TemplateInputsCard";
+
+const onSave = vi.hoisted(() => vi.fn());
+vi.mock("../../editor/hooks/useSaveWorkflow", () => ({
+  useSaveWorkflow: () => onSave,
+}));
+vi.mock("../../components/CredentialCombobox", () => ({
+  CredentialCombobox: ({
+    onValueChange,
+  }: {
+    onValueChange: (value: string) => void;
+  }) => (
+    <button onClick={() => onValueChange("cred_new")}>pick credential</button>
+  ),
+}));
+vi.mock("@/routes/credentials/CredentialsModal", () => ({
+  CredentialsModal: () => null,
+}));
+
+function seed(parameters: ParametersState) {
+  useWorkflowParametersStore.setState({ parameters });
+}
+
+const saveButton = () =>
+  screen.getByRole("button", { name: "Save inputs" }) as HTMLButtonElement;
+
+describe("TemplateInputsCard", () => {
+  beforeEach(() => {
+    onSave.mockReset().mockResolvedValue(undefined);
+  });
+  afterEach(cleanup);
+
+  it("blocks an invalid number and saves a cleared number as null", async () => {
+    seed([
+      {
+        key: "retries",
+        parameterType: "workflow",
+        dataType: "integer",
+        defaultValue: 3,
+      },
+    ]);
+    render(<TemplateInputsCard />);
+    const field = screen.getByLabelText("retries");
+
+    fireEvent.change(field, { target: { value: "abc" } });
+    expect(saveButton().disabled).toBe(true);
+
+    fireEvent.change(field, { target: { value: "" } });
+    expect(saveButton().disabled).toBe(false);
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalled());
+    expect(useWorkflowParametersStore.getState().parameters[0]).toMatchObject({
+      defaultValue: null,
+    });
+    expect(await screen.findByText("Saved")).toBeTruthy();
+  });
+
+  it("clears the rotation pool when a credential is chosen", async () => {
+    seed([
+      {
+        key: "login",
+        parameterType: "credential",
+        credentialId: "cred_old",
+        credentialIds: ["cred_old", "cred_other"],
+        selectionStrategy: "round_robin",
+        fallbackCredentialIds: ["cred_other"],
+      } as ParametersState[number],
+    ]);
+    render(<TemplateInputsCard />);
+
+    fireEvent.click(screen.getByText("pick credential"));
+    fireEvent.click(saveButton());
+
+    await waitFor(() => expect(onSave).toHaveBeenCalled());
+    expect(useWorkflowParametersStore.getState().parameters[0]).toMatchObject({
+      credentialId: "cred_new",
+      credentialIds: null,
+      selectionStrategy: null,
+      fallbackCredentialIds: null,
+    });
+  });
+
+  it("shows Not saved when the save fails", async () => {
+    onSave.mockRejectedValue(new Error("save failed"));
+    seed([
+      {
+        key: "url",
+        parameterType: "workflow",
+        dataType: "string",
+        defaultValue: "",
+      },
+    ]);
+    render(<TemplateInputsCard />);
+
+    fireEvent.change(screen.getByLabelText("url"), {
+      target: { value: "https://example.com" },
+    });
+    fireEvent.click(saveButton());
+
+    expect(await screen.findByText("Not saved")).toBeTruthy();
+  });
+});
--- a/skyvern-frontend/src/routes/workflows/copilot/cards/TemplateInputsCard.tsx
+++ b/skyvern-frontend/src/routes/workflows/copilot/cards/TemplateInputsCard.tsx
@ -0,0 +1,207 @@
+import { MixerVerticalIcon } from "@radix-ui/react-icons";
+import { useState } from "react";
+
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { useWorkflowHasChangesStore } from "@/store/WorkflowHasChangesStore";
+import { useWorkflowParametersStore } from "@/store/WorkflowParametersStore";
+import { refuseMutationDuringYamlCommit } from "@/store/WorkflowYamlEditorStore";
+
+import { CredentialsModal } from "@/routes/credentials/CredentialsModal";
+
+import { useSaveWorkflow } from "../../editor/hooks/useSaveWorkflow";
+import { CredentialCombobox } from "../../components/CredentialCombobox";
+import { parameterIsSkyvernCredential } from "../../editor/types";
+import { WorkflowParameterValueType } from "../../types/workflowTypes";
+import { CardHeader, CardPill, CopilotCard } from "./cardChrome";
+
+const TEXT_TYPES: ReadonlySet<string> = new Set([
+  WorkflowParameterValueType.String,
+  WorkflowParameterValueType.Integer,
+  WorkflowParameterValueType.Float,
+  WorkflowParameterValueType.FileURL,
+]);
+
+function numericError(dataType: string, value: string): string | null {
+  const trimmed = value.trim();
+  if (trimmed === "") return null;
+  if (dataType === WorkflowParameterValueType.Integer) {
+    return /^-?\d+$/.test(trimmed) ? null : "Enter a whole number";
+  }
+  if (dataType === WorkflowParameterValueType.Float) {
+    return /^[+-]?(\d+(\.\d*)?|\.\d+)([eE][+-]?\d+)?$/.test(trimmed)
+      ? null
+      : "Enter a number";
+  }
+  return null;
+}
+
+function TemplateInputsCard() {
+  const { parameters, setParametersFromUser } = useWorkflowParametersStore();
+  const setHasChanges = useWorkflowHasChangesStore(
+    (state) => state.setHasChanges,
+  );
+  const [edits, setEdits] = useState<Record<string, string>>({});
+  const onSave = useSaveWorkflow();
+  const [saved, setSaved] = useState<"saved" | "applied" | null>(null);
+  const [saving, setSaving] = useState(false);
+  const [creatingFor, setCreatingFor] = useState<string | null>(null);
+
+  const inputs = parameters.filter(
+    (parameter) =>
+      parameter.parameterType === "workflow" ||
+      parameter.parameterType === "credential",
+  );
+  if (inputs.length === 0) return null;
+
+  const hasInvalidEdit = inputs.some(
+    (parameter) =>
+      parameter.parameterType === "workflow" &&
+      parameter.key in edits &&
+      numericError(parameter.dataType, edits[parameter.key] ?? "") !== null,
+  );
+
+  const setEdit = (key: string, value: string) => {
+    setSaved(null);
+    setEdits((prev) => ({ ...prev, [key]: value }));
+  };
+
+  const save = () => {
+    if (hasInvalidEdit || refuseMutationDuringYamlCommit()) return;
+    setParametersFromUser(
+      parameters.map((parameter) => {
+        if (!(parameter.key in edits)) return parameter;
+        if (parameter.parameterType === "workflow") {
+          const value = edits[parameter.key] ?? "";
+          const numeric =
+            parameter.dataType === WorkflowParameterValueType.Integer ||
+            parameter.dataType === WorkflowParameterValueType.Float;
+          return {
+            ...parameter,
+            defaultValue: numeric && value.trim() === "" ? null : value,
+          };
+        }
+        if (
+          parameter.parameterType === "credential" &&
+          parameterIsSkyvernCredential(parameter)
+        ) {
+          // A rotation pool would override the primary the user just chose.
+          return {
+            ...parameter,
+            credentialId: edits[parameter.key] ?? "",
+            credentialIds: null,
+            selectionStrategy: null,
+            fallbackCredentialIds: null,
+            fallbackTrigger: null,
+          };
+        }
+        return parameter;
+      }),
+    );
+    setHasChanges(true);
+    setEdits({});
+    setSaving(true);
+    // onSave already toasts a failure; the values stay applied in the editor for a retry via Save.
+    onSave()
+      .then(() => setSaved("saved"))
+      .catch(() => setSaved("applied"))
+      .finally(() => setSaving(false));
+  };
+
+  return (
+    <CopilotCard>
+      <CardHeader
+        icon={<MixerVerticalIcon className="size-3.5" />}
+        title="Inputs"
+        meta="fill in before running"
+        right={
+          saved ? (
+            <CardPill tone={saved === "saved" ? "green" : "amber"}>
+              {saved === "saved" ? "Saved" : "Not saved"}
+            </CardPill>
+          ) : null
+        }
+      />
+      <div className="space-y-3 px-3 pb-3">
+        {inputs.map((parameter) => {
+          const skyvernCredential =
+            parameter.parameterType === "credential" &&
+            parameterIsSkyvernCredential(parameter)
+              ? parameter
+              : null;
+          const isText =
+            parameter.parameterType === "workflow" &&
+            TEXT_TYPES.has(parameter.dataType);
+          const stored =
+            parameter.parameterType === "workflow"
+              ? parameter.defaultValue
+              : skyvernCredential?.credentialId;
+          const current =
+            edits[parameter.key] ??
+            (stored === null || stored === undefined ? "" : String(stored));
+          const error =
+            parameter.parameterType === "workflow"
+              ? numericError(parameter.dataType, current)
+              : null;
+          return (
+            <div key={parameter.key} className="space-y-1">
+              <div className="text-xs font-semibold text-foreground">
+                {parameter.key}
+              </div>
+              {parameter.description ? (
+                <div className="text-[11px] text-muted-foreground">
+                  {parameter.description}
+                </div>
+              ) : null}
+              {isText ? (
+                <>
+                  <Input
+                    aria-label={parameter.key}
+                    value={current}
+                    aria-invalid={error !== null}
+                    onChange={(event) =>
+                      setEdit(parameter.key, event.target.value)
+                    }
+                  />
+                  {error ? (
+                    <div className="text-[11px] text-destructive">{error}</div>
+                  ) : null}
+                </>
+              ) : skyvernCredential ? (
+                <CredentialCombobox
+                  value={current}
+                  selectedCredentialId={current || undefined}
+                  onValueChange={(value) => setEdit(parameter.key, value)}
+                  onAddNew={() => setCreatingFor(parameter.key)}
+                />
+              ) : (
+                <div className="text-[11px] text-muted-foreground">
+                  Set this one from Inputs on the start block.
+                </div>
+              )}
+            </div>
+          );
+        })}
+        <Button
+          size="sm"
+          disabled={Object.keys(edits).length === 0 || saving || hasInvalidEdit}
+          onClick={save}
+        >
+          Save inputs
+        </Button>
+      </div>
+      <CredentialsModal
+        isOpen={creatingFor !== null}
+        onOpenChange={(open) => {
+          if (!open) setCreatingFor(null);
+        }}
+        onCredentialCreated={(id) => {
+          if (creatingFor) setEdit(creatingFor, id);
+          setCreatingFor(null);
+        }}
+      />
+    </CopilotCard>
+  );
+}
+
+export { TemplateInputsCard };
--- a/skyvern-frontend/src/routes/workflows/editor/Workspace.tsx
+++ b/skyvern-frontend/src/routes/workflows/editor/Workspace.tsx
@ -1,3 +1,8 @@
+import {
+  TEMPLATE_VIA,
+  buildTemplateGuidanceMessage,
+  withoutTemplateViaParam,
+} from "../templateGuidance";
 import {
  bindCopilotReviewClose,
  captureEditorState,
@ -532,6 +537,19 @@ function Workspace({
    () => routeInitialCopilotMessage ?? storedInitialCopilotMessage,
    [routeInitialCopilotMessage, storedInitialCopilotMessage],
  );
+  const templateGuidance = useMemo(
+    () =>
+      embedded && searchParams.get("via") === TEMPLATE_VIA
+        ? buildTemplateGuidanceMessage(workflow)
+        : undefined,
+    [embedded, searchParams, workflow],
+  );
+  const handleTemplateGuidanceShown = useCallback(() => {
+    navigate(location.pathname + withoutTemplateViaParam(location.search), {
+      replace: true,
+      state: location.state,
+    });
+  }, [location.pathname, location.search, location.state, navigate]);
  const handleInitialCopilotMessageConsumed = useCallback(() => {
    if (!initialCopilotMessage && !initialCopilotAction) return;
    clearStoredInitialCopilotMessage();
@ -558,7 +576,8 @@ function Workspace({
    if (
      shouldOpenCopilotPaneForHandoff({
        embedded,
-        hasInitialCopilotMessage: Boolean(initialCopilotMessage),
+        hasInitialCopilotMessage:
+          Boolean(initialCopilotMessage) || Boolean(templateGuidance),
        copilotPaneOpen: studioCopilotOpen,
      })
    ) {
@ -3414,6 +3433,8 @@ function Workspace({
      {withStudioPaneBoundary(
        "copilot",
        <WorkflowCopilotChat
+          templateGuidance={templateGuidance}
+          onTemplateGuidanceShown={handleTemplateGuidanceShown}
          organizationId={workflow.organization_id}
          captureProductEvent={captureProductEvent}
          captureEditorState={captureLiveEditorState}
--- a/skyvern-frontend/src/routes/workflows/hooks/useViaEntryPointCapture.ts
+++ b/skyvern-frontend/src/routes/workflows/hooks/useViaEntryPointCapture.ts
@ -2,6 +2,7 @@ import { usePostHog } from "posthog-js/react";
 import { useSearchParams } from "react-router-dom";

 import { useMountEffect } from "@/hooks/useMountEffect";
+import { TEMPLATE_VIA } from "../templateGuidance";

 // Fires once on mount when a `?via=` entry point is present. Lives in a hook so
 // every editor surface a handoff can land on reports it — the studio
@ -11,7 +12,7 @@ export function useViaEntryPointCapture(): void {
  const posthog = usePostHog();
  useMountEffect(() => {
    const via = searchParams.get("via");
-    if (via) {
+    if (via && via !== TEMPLATE_VIA) {
      posthog?.capture("copilot.discover.started", { entry_point: via });
    }
  });
--- a/skyvern-frontend/src/routes/workflows/templateGuidance.test.ts
+++ b/skyvern-frontend/src/routes/workflows/templateGuidance.test.ts
@ -0,0 +1,68 @@
+import { describe, expect, it } from "vitest";
+import {
+  buildTemplateGuidanceMessage,
+  withoutTemplateViaParam,
+} from "./templateGuidance";
+
+type Input = Parameters<typeof buildTemplateGuidanceMessage>[0];
+
+const withParams = (parameters: unknown[], blocks: unknown[] = []) =>
+  ({
+    title: "Invoice Downloading",
+    description: null,
+    workflow_definition: { parameters, blocks },
+  }) as unknown as Input;
+
+describe("buildTemplateGuidanceMessage", () => {
+  it("points at the inputs card only when there are workflow inputs", () => {
+    const withInput = buildTemplateGuidanceMessage(
+      withParams([{ parameter_type: "workflow", key: "website_url" }]),
+    );
+    expect(withInput).toContain("inputs below");
+    const outputOnly = buildTemplateGuidanceMessage(
+      withParams([{ parameter_type: "output", key: "extracted" }]),
+    );
+    expect(outputOnly).toContain("run it as is");
+    const credentialOnly = buildTemplateGuidanceMessage(
+      withParams([{ parameter_type: "credential", key: "login" }]),
+    );
+    expect(credentialOnly).toContain("inputs below");
+    expect(credentialOnly).toContain("never share a password");
+    expect(credentialOnly).not.toContain("tell me the values");
+  });
+
+  it("summarizes blocks as numbered steps, falling back to the block type", () => {
+    const message = buildTemplateGuidanceMessage(
+      withParams(
+        [],
+        [
+          {
+            block_type: "navigation",
+            navigation_goal: "Open the invoices page. Then click Download.",
+          },
+          { block_type: "goto_url", url: "https://example.com/login" },
+          { block_type: "wait" },
+        ],
+      ),
+    );
+    expect(message).toContain("1. Open the invoices page.");
+    expect(message).toContain("2. Open https://example.com/login");
+    expect(message).toMatch(/\n3\. \S/);
+    expect(message).not.toContain("Then click");
+  });
+
+  it("says it can run as is when there are no inputs", () => {
+    expect(buildTemplateGuidanceMessage(withParams([]))).toContain(
+      "run it as is",
+    );
+  });
+});
+
+describe("withoutTemplateViaParam", () => {
+  it("drops only via=template", () => {
+    expect(withoutTemplateViaParam("?via=template&panes=copilot")).toBe(
+      "?panes=copilot",
+    );
+    expect(withoutTemplateViaParam("?via=discover")).toBe("?via=discover");
+  });
+});
--- a/skyvern-frontend/src/routes/workflows/templateGuidance.ts
+++ b/skyvern-frontend/src/routes/workflows/templateGuidance.ts
@ -0,0 +1,92 @@
+import { workflowBlockTitle } from "./editor/nodes/types";
+import {
+  WorkflowParameterValueType,
+  type WorkflowApiResponse,
+  type WorkflowBlock,
+} from "./types/workflowTypes";
+
+export const TEMPLATE_VIA = "template";
+const MAX_STEP_LENGTH = 110;
+const MAX_STEPS = 8;
+export const TEMPLATE_GUIDANCE_MESSAGE_ID = "template-guidance";
+export const TEMPLATE_INPUTS_MESSAGE_ID = "template-inputs";
+
+function describeBlock(block: WorkflowBlock): string {
+  const fields = block as unknown as Record<string, unknown>;
+  const field = [
+    "navigation_goal",
+    "data_extraction_goal",
+    "prompt",
+    "goal",
+    "url",
+  ].find((name) => typeof fields[name] === "string" && fields[name]);
+  const goal = field ? String(fields[field]).trim() : "";
+  const text = goal
+    ? field === "url"
+      ? `Open ${goal}`
+      : (goal.split(/(?<=[.!?])\s/)[0] ?? goal)
+    : workflowBlockTitle[block.block_type];
+  const oneLine = text.replace(/\s+/g, " ");
+  const step =
+    oneLine.length > MAX_STEP_LENGTH
+      ? `${oneLine.slice(0, MAX_STEP_LENGTH)}…`
+      : oneLine;
+  return block.block_type === "for_loop" ? `Repeat: ${step}` : step;
+}
+
+function buildSteps(blocks: Array<WorkflowBlock>): string {
+  if (blocks.length === 0) return "";
+  const shown = blocks
+    .slice(0, MAX_STEPS)
+    .map((block, index) => `${index + 1}. ${describeBlock(block)}`);
+  const more =
+    blocks.length > MAX_STEPS ? [`…and ${blocks.length - MAX_STEPS} more`] : [];
+  return `**What it does**\n\n${[...shown, ...more].join("\n")}`;
+}
+
+export function buildTemplateGuidanceMessage(
+  workflow: Pick<
+    WorkflowApiResponse,
+    "title" | "description" | "workflow_definition"
+  >,
+): string {
+  const inputs = workflow.workflow_definition.parameters.filter(
+    (parameter) =>
+      parameter.parameter_type === "workflow" ||
+      parameter.parameter_type === "credential",
+  );
+  const isCredential = (parameter: (typeof inputs)[number]) =>
+    parameter.parameter_type === "credential" ||
+    (parameter.parameter_type === "workflow" &&
+      parameter.workflow_parameter_type ===
+        WorkflowParameterValueType.CredentialId);
+  const hasCredential = inputs.some(isCredential);
+  const hasOther = inputs.some((parameter) => !isCredential(parameter));
+  const steps = buildSteps(workflow.workflow_definition.blocks);
+  const intro = [
+    `I copied **${workflow.title}** into your agents.`,
+    workflow.description,
+    steps,
+  ]
+    .filter(Boolean)
+    .join("\n\n");
+  if (inputs.length === 0) {
+    return `${intro}\n\nIt has no inputs to fill in, so you can run it as is.`;
+  }
+  const ask = !hasCredential
+    ? "fill in the inputs below, or tell me the values here."
+    : `fill in the inputs below. Choose or add credentials in the card, and never share a password in chat.${
+        hasOther ? " Other values you can also tell me here." : ""
+      }`;
+  return `${intro}\n\n**To run it**, ${ask}`;
+}
+
+export function withoutTemplateViaParam(search: string): string {
+  const params = new URLSearchParams(search);
+  if (params.get("via") !== TEMPLATE_VIA) {
+    return search;
+  }
+  params.delete("via");
+  const next = params.toString();
+  return next ? `?${next}` : "";
+}