> ## 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).

# What is a template?

Katalyz has two kinds of templates — both let your team reuse what already works:

- **Room templates** — a full pre-built room (pages + sections + widgets + design). Use when you want to **start a new room** from a proven structure.
- **Section templates** (micro-templates) — a reusable section you can drop into any existing room from the **+ Add section** popover on the floating build bar (under the **From a template** tab). Use when you want to **add a recurring piece of content** into an already-built room.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-1806-102401-am_r0ha4d.jpg)

## Why templates matter

The teams that get the most out of Katalyz have two things in common: they send a lot of rooms, and they send rooms that look consistent. Templates make both possible without burning out your reps.

**Without templates:**
- Every rep builds from scratch
- Room quality varies wildly
- New reps take weeks to ramp
- Your best content (case studies, messaging) stays locked in one rep's inbox

**With templates:**
- Reps start from a proven starting point
- Quality is consistent across the team
- New reps ramp in days instead of weeks
- Your best content is reused automatically

## What a room template contains

A room template stores:
- **Pages** and their order
- **Sections** within each page
- All **widgets** inside each section (text, videos, CTAs, signature placeholders, etc.)
- **Visibility settings** on pages and sections
- **Design tab settings** — for now, the color palette (see [Per-room theme](https://katalyz.crisp.help/en/article/per-room-theme-1hv9i4t/) for how the workspace → template → room cascade works)
- **Default language**

## What a template doesn't contain

Templates are **not** linked to the rooms created from them. A template is a snapshot at a point in time:

- No participants
- No activity
- No comments
- No CRM sync data
- Task structure and assignees are preserved, but **progress resets** (everything starts as "not done")
- Updating the template later does **not** update rooms already created from it

## Where to find templates

- **Room templates** live on the **Templates** page in the left sidebar of the org-level dashboard.
- **Section templates** are available from the **+ Add section** popover on the floating build bar inside any room you're editing (open the **From a template** tab).

When you click **+ New room**, you first choose between **Quick start** (one room) and **Advanced creation** (one or more rooms in a single flow). Either choice opens the **template gallery** where you pick a card — or click **+ Start from scratch** (top-right) to skip templates. You can also launch the create flow from the **Templates** page itself: hover a card and click **Create a room**. See [Using a template to create a room](https://katalyz.crisp.help/en/article/using-a-template-to-create-a-room-1t2ymyx/) for the full flow.

## Who can do what with templates

| Action | Org role required |
|---|---|
| Use a published template to create a room | **Admin** or **Pro** (Basic users can't create rooms at all) |
| Create a template | **Admin** or **Pro** |
| Edit any template | **Admin** |
| Edit a template you created | **Pro** (own templates only) |

> A template must be **published** before it can be used to create a new room.

## Three ways to create a template

1. **From scratch** — build directly from a blank canvas
2. **By duplicating** an existing template and editing from there
3. **By saving an existing room** as a template (usually the easiest — take a room that already works well and save it)

## Common room templates teams build

- **Sales proposal** — solution overview, pricing, next steps, signature
- **Mutual action plan** — milestones, tasks, meeting cadence
- **Kickoff / onboarding** — welcome video, team contacts, project plan
- **QBR (quarterly business review)** — usage metrics, wins, roadmap
- **Renewal** — impact recap, pricing, contract
- **RFP response** — structured answer sections

## Common section templates teams build

- **Case study widgets** (one per reference customer)
- **"Your team" contact cards**
- **Pricing narratives** per tier
- **Legal clauses** (MSA, DPA)
- **Welcome video widgets**

## Related articles
- [Saving a room as a template](https://katalyz.crisp.help/en/article/saving-a-room-as-a-template-55rls8/)
- [Using a template to create a room](https://katalyz.crisp.help/en/article/using-a-template-to-create-a-room-1t2ymyx/)
- [Section templates (micro-templates)](https://katalyz.crisp.help/en/article/section-templates-micro-templates-aob2kc/)
- [Best practices — which rooms should become templates?](https://katalyz.crisp.help/en/article/best-practices-which-rooms-should-become-templates-5s0gj3/)