> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating a template with AI

You can draft a room template or a section template with AI instead of building it block by block. Describe what it should contain, attach reference material, pick a quality level, and edit the result in the template editor.

> ⚠️ Requires org role **Admin** or **Pro**. AI drafting uses **credits** (3 / 5 / 10 per template depending on quality); a blank template is free.

## Steps

1. Go to **Templates** and open the **Rooms** tab (for a room template) or the **Sections** tab (for a section template).
2. Click **New template**.
3. Fill in a **Name** (required) and an optional **Description** — *"When should teammates reach for this template?"*
4. Choose how to build it:
   - **AI-powered creation** — *Describe the template and let AI assemble it* (selected by default)
   - **Blank template** — *Build the content yourself in the editor*
5. With AI selected, give it something to work from — at least one of:
   - **What should this template contain?** — e.g. *"A security-review room: company intro, SOC 2 and GDPR docs, a Q&A section and a sign-off checklist…"* or, for a section, *"A pricing section with three tiers, a comparison table and an FAQ…"*
   - **Add resource** — files, links or library items the AI should draw on
   - **Attach meetings** — recordings whose content should shape the template
6. Pick the **AI model quality** — **Fast**, **Balanced** (default) or **Maximum**. See [Generating a room with AI](https://katalyz.crisp.help/en/article/generating-a-room-with-ai-1m7d2kj/) for what each level means.
7. Click **Generate template** (or **Create template** for a blank one).

!["New room template" dialog with AI-powered creation selected](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-template-modal_jdohqu.png)

## What you get

The template is created as **unpublished** and you land in the template editor. Review it, adjust anything, then publish it so teammates can use it. Templates generated with AI behave exactly like hand-built ones: they can be edited, duplicated, synced (for section templates) and used to create rooms.

Because templates are reused across many rooms, keep the brief **generic** — describe the structure and the kind of content, not one specific customer. Use variables for what changes per room.

## Related articles
- [What is a template?](https://katalyz.crisp.help/en/article/what-is-a-template-16a5tal/)
- [Editing templates](https://katalyz.crisp.help/en/article/editing-and-updating-templates-1papfa2/)
- [Section templates](https://katalyz.crisp.help/en/article/section-templates-micro-templates-aob2kc/)
- [Generating a room with AI](https://katalyz.crisp.help/en/article/generating-a-room-with-ai-1m7d2kj/)