Templates

A template is a curated SlideDoc you can clone into any agent. Three flavors:

System templates — shipped by live-layer. Designer-built decks for common patterns (sales walkthroughs, onboarding intakes, course modules).
Org templates — saved by your organization. Anyone in your org can use them.
Suggested templates — surfaced inline by the editor based on what you're authoring.

Templates are deck templates — SlideDoc shells you start from. Don't confuse them with Recipes, which are end-to-end use-case walkthroughs that bundle prompts, agent settings, and templates together.

Browse the library

Open Templates in the dashboard sidebar (or visit /slide-templates directly). The page shows a grid of cards — each card is a real mini-render of the template's first slide.

Filter by category at the top of the page. Click a card to preview every slide before committing.

Use a template

Two paths:

From the templates page:

Click any card.
The "Use template" modal asks which agent to clone into.
Pick the target agent. The template's slides become the agent's SlideDoc, replacing whatever was there.

From inside the editor:

Open the slides editor for an agent.
On a brand-new (empty) deck, the get-started cluster shows "Use a template."
Click → routes to /slide-templates?agentId=<your-agent-id>. Picking a template clones it directly back into your agent.

Cloning a template replaces the agent's current SlideDoc. There's no merge. If you want to combine slides from a template with your existing deck, clone into a temporary agent first, then copy individual slides.

Save as template

Once you've built a deck you want to reuse:

In the slides editor, top toolbar → Save as template.
Modal asks for:
- Title — visible name in the library
- Category — for filtering (e.g., "Sales", "Onboarding", "Education")
- Tags — free-form, useful for search
Save.

The template lands in your org templates (not system). Anyone in your org can use it from the templates page.

Suggested templates

As you author, the editor analyzes your slide content and surfaces a Suggested templates banner when it thinks a relevant template exists:

2 templates match your "Sales onboarding" deck. [Browse →]

Suggestions are based on slide titles, semantic roles (heading, cta, etc.), and tags. Dismiss the banner per-deck if you don't want suggestions.

Template metadata

When you save as a template, the system records:

json

{
  "title": "Sales walkthrough — SaaS",
  "category": "Sales",
  "tags": ["b2b", "saas", "demo"],
  "scope": "org",
  "orgId": "org_abc123",
  "createdBy": "user_xyz789",
  "createdAt": "2026-05-08T14:00:00Z",
  "previewSlideId": "slide_first"
}

previewSlideId is the slide rendered as the card preview in the library. Default: the first slide of the deck. To override, click "Set as preview" on any slide before saving as template.

Imports as templates

A common pattern: import a PDF/PPTX (see Importing), tweak it for your brand, then save as a template. Future agents in your org start from the polished version, not the raw import.