Template Management

Template Management

Template Management

Manage reusable content templates used across the platform for AI processing, code analysis, and system operations.

Key Features

  • Template Library: Browse all templates in a sortable, searchable list with name, category, default status, and last updated date
  • Two Template Types: Switch between Query Templates and Page Templates using the filter at the top of the page
  • Categories: Organize templates into four categories — AI Processing, Code Analysis, System, and General
  • Default Templates: Mark one template per category as the default, so it is automatically selected when that category is used
  • Full Content Editor: Write or paste template content directly in a multi-line editor when creating or editing a template
  • Add, Edit, Delete: Create new templates from scratch, update existing ones, or remove templates that are no longer needed

How to Use

Browse Templates

  1. Open the Template Management page from the admin menu
  2. Use the Query Templates / Page Templates dropdown to switch between template types
  3. Click any column header to sort the list by name, category, default status, or last updated date

Add a New Template

  1. Click Add New Template in the top-right corner
  2. Enter a descriptive Name for the template
  3. Select the appropriate Category (AI Processing, Code Analysis, System, or General)
  4. Type or paste the template Content into the editor
  5. Check Set as Default Template if this should be the default for its category
  6. Click Save Template

Edit a Template

  1. Find the template in the list
  2. Click the Edit action on the right side of the row
  3. Update the name, category, content, or default status as needed
  4. Click Save Template to apply changes

Delete a Template

  1. Find the template in the list
  2. Click the Delete action on the right side of the row
  3. Confirm the deletion

Tips

  • Only one template per category can be the default — setting a new default will replace the previous one
  • The Last Updated column helps you identify recently changed templates at a glance
  • Use descriptive names so templates are easy to find as your library grows
  • This page is accessible to platform administrators only