Templates Deep Dive

You can create templates to help you maintain a consistent look and feel across all your assets. You can create new templates from scratch, save existing assets as templates, or use assets built from Blueprints to get started quickly.

Template organization

Navigate to the Templates page. Here you will see any templates that you have created, templates shared by your organization, and template blueprints. Blueprints (also called suggested templates) are a good way to spin up a template from scratch when you don’t have one built yet.

Common template types

Teams typically build templates for the assets they create over and over. A few common patterns:

Deal room templates for opportunities in flight.
Kickoff decks for new customer or project kickoffs.
Industry landing pages (for example, a tech company landing page).
Event invite templates for field and marketing events.

Creating Templates

Create a new template directly from the Templates page by selecting + Create template. From here, you will be launched into a new thread to create your template.

Once created, you can work with the agent to refine asset design or make changes manually.

Once the template is in a good spot, you can preview how it will look as a published asset, as well as adjust sharing and access details from the Share button on the top right.

Converting Existing Assets into Templates

Transform any existing asset into a reusable template by opening the asset editor. Click the three-dot menu in the editor, and select Save as template from the options.

Your template will be successfully created and immediately available in the templates tab for future assets, allowing you to leverage proven designs across multiple initiatives.

Managing Templates

Archiving & Deleting Templates

If you no longer need a template, you can either archive or delete it from the three-dot menu on the template’s card

You can also view any archived assets by switching between the Active and Archived view with the dropdown in the top right

Active - Shows you active templates; these are templates that can be chosen during asset creation.
Archived - stores templates you’ve archived to reduce clutter while keeping them recoverable for future use.

Deleted templates cannot be recovered!

You can adjust the sharing settings for a template using the three-dot menu on the desired template. Open the three-dot menu and select Share. This will open a modal where you can set sharing settings

Powering templates with Skills

Templates handle the design; Skills handle the instructions the agent follows when a template gets used. Pair the two to turn a static template into a repeatable, personalized workflow.

For example, you can build a Skill that runs whenever a user creates a deal room. The Skill can prompt the user for the specific context it needs (prospect name, champion, deal stage, next meeting date), then use those answers to pull the right logos, headshots, and case studies from your Library and drop them into the right sections of the template.

Common ways teams use Skills to power templates:

Ask for context up front. Have the Skill prompt the user for the account, contact, or product line the template is being built for.
Pull the right references. Instruct the agent to grab specific Library resources (case studies, headshots, pricing docs) based on the answers.
Enforce tone and structure. Lock the voice, layout, or section rules so every asset built from the template stays on brand.

Skills Overview