> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> 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).

# Saving a room as a template

Any room can be turned into a template. Do this once your best rep has built the room that actually works — that's your template candidate.

> ⚠️ Requires org role **Admin** or **Pro**.

## Save a room as a template

1. Open the room you want to save.
2. Click the **room menu** in the **top-left** of the left sidebar (next to the room title).
3. Select **Copy as template**.
4. Give the template a name (e.g. *"Enterprise sales proposal"*) and a short description.
5. Click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-18-at-11013_1wt7r47.png)

The template is now available to everyone in your workspace from the **Templates** page in the left sidebar.

## What gets saved

The template is a snapshot of the room **as-is** at the moment you save it. Everything that's part of the room's structure and content is carried over:

- Every **page** and its order
- Every **section** within each page
- Every **block** in every section, with its content
- **Task structure + assignees** (who owns what)
- **Visibility settings** on pages and sections
- The room's **Design tab settings** (color palette, etc. — see [Per-room theme](https://katalyz.crisp.help/en/article/per-room-theme-1hv9i4t/))

There's no separate "template overrides" layer — what was on the room is what's on the template.

## What gets stripped

When a room becomes a template, Katalyz removes anything **contextual** — things that only made sense for that specific deal, with that specific buyer, on those specific dates. Notably:

- **Comments** (and mentions)
- **External users** (everyone who isn't an org member — buyer-side participants are removed)
- **Dates** — absolute dates on steps, phases, milestones are stripped. **Relative dates are preserved**, so a template built with relative dates still cascades correctly when used to create a new room.

This means you can confidently template-ify a closed deal without leaking buyer data.

## Clean up the template before saving

A real room has things you don't want in a template:
- The buyer's name in the welcome text
- Pricing numbers specific to that deal
- A CTA pointing to a personalized booking link
- Testimonials or case studies that don't fit all buyers

Either:
- **Clean up in the room first**, then copy as template, or
- **Copy as template**, then immediately open and edit it to remove specifics

💡 **Tip** — Use **variables** (type `$` in a text widget) for anything that changes per room — deal name, owner, custom field values. Your template will then adapt to each new room automatically. See [Using variables in text](https://katalyz.crisp.help/en/article/using-variables-in-text-e33ha8/).

## Rename or delete a template

Templates can be managed from the **Templates** page (left sidebar). Admins can rename, duplicate, or delete any template. Pro users can edit templates they created.

## Related articles
- [What is a template?](https://katalyz.crisp.help/en/article/what-is-a-template-16a5tal/)
- [Using a template to create a room](https://katalyz.crisp.help/en/article/using-a-template-to-create-a-room-1t2ymyx/)
- [Editing and updating templates](https://katalyz.crisp.help/en/article/editing-and-updating-templates-1papfa2/)