Templates: consistent documents and dashboards

A template is a blueprint linked to a specific artifact type: pick it and the Co-Pilot creates a new artifact in exactly that format. In the + menu, a badge on each template shows what it produces — a document, a dashboard, a plan. The Co-Pilot fills the structure with real content from your discussions, not empty placeholders.

When a template earns its place

Your team analyses every consultation with the same dashboard: the same tag categories, the same breakdown, the same order. Built by hand, each new dashboard comes out a little different — and results stop being comparable across projects. Saved as a dashboard template with your standard tag categories, every new consultation starts from your structure, and only the content changes.

The same logic applies to documents: a results report with fixed sections, an executive summary in your house format.

Use a template

1. Click the + button below the message box and expand Library → Templates. The badge next to each name shows the artifact type it creates.
2. Pick one — the Co-Pilot creates a new artifact in the template's format and fills it from the data in your current scope.
3. The result appears as a card in the chat. Click Open in Canvas to open it, then refine it in the chat like any other artifact.

Or type / at the start of the message box and filter by name.

Save a new template

When an artifact has the structure you want to repeat, describe that structure as a template: open the + menu, choose Add to library... at the end of the Library section, and pick the template type. Spell out the sections, categories and ordering — the parts that must stay identical every time.

Related articles

• What is the library?
• Dashboards
• Documents