Templates are ready-made AI assistants for specific jobs — email triage, report drafting, document parsing, translation, coding review and more. Each template packages a task's instructions, model choice, knowledge, capabilities and tools into one click.
What a template configures
A template is a saved configuration that can include:
| Ingredient | Effect on the chat |
|---|---|
| System prompt / instructions | The assistant's role, tone, format and rules. |
| Model | Which model answers by default (your admin's approved list applies). |
| Knowledge bases | Document collections the chat can search for grounded answers. |
| Capabilities | Vision, Web Search, Code Interpreter, Image Generation, Video Generation, Citations, File Upload. |
| Tools and skills | External actions the assistant can take (via tool servers and skills). |
| Model parameters | Temperature and similar generation settings. |
| Icon and description | How the template appears in the library. |
The Templates page
Open Templates in the module rail. The Work Station sidebar lists Templates, Vector Database, Prompt, Skills and Tools.
- Browse the template cards; each shows its name, description and icon.
- Use search/filters to find templates by name or tag.
- Selecting a template card opens its detail view.
Start a chat from a template
- Open the template card.
- Select Start Chat.
- A new conversation opens with the template's instructions, model, knowledge and capabilities already applied — the chat header indicates the active template.
- Ask your question. Answers follow the template's rules and draw on its knowledge bases.
Note:
Depending on permissions, you can override the template's model inside the conversation. The template's instructions still apply.
Find the right template
- Start from the job, not the tool — "I need to summarise supplier contracts" beats "which LLM?" Look for a template whose description mentions your document type.
- Check the capabilities — parsing PDFs needs File Upload and knowledge bases; checking current facts needs Web Search.
- Ask your administrator — admins publish and control which templates your group can see. See the administrator guide.
- Browse example solutions — the Example Solutions section of this guide walks through common templates: Smart Outlook, Process Automation, Cyber Security Assurance, Image Generator, File Parser, App Extension.
When a template is not enough
- Need different knowledge? Ask your admin to add documents to the template's knowledge base, or create your own template. See Creating Templates.
- Need a saved question, not an assistant? Reuse the Prompt Library instead.
- Need multi-step automation across systems? That's a workflow. See Workflow Builder.
Next steps
- Create your own assistant: Creating Templates
- Full option-by-option editor reference: Template Editor Options