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Template Management

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Template Management

Template Management

Create and manage reusable content templates used across the platform for AI processing, code analysis, and system operations. This page is accessible to platform administrators only.

Key Features

  • Template Library: Browse all templates in a sortable list showing name, category, default status, and last updated date
  • Two Template Types: Switch between Query Templates and Page Templates using the dropdown at the top of the page
  • Four Categories: Organize templates into AI Processing, Code Analysis, System, or General
  • Default Templates: Mark a template as the default for its category — it will be automatically selected whenever that category is needed elsewhere on the platform
  • Full Content Editor: Write or paste multi-line template content directly in the editor when creating or editing
  • Add, Edit, Delete: Create new templates from scratch, update existing ones, or remove templates no longer needed

How to Use

Browse Templates

  1. Open Template Management from the admin menu
  2. Use the Query Templates / Page Templates dropdown to switch between template types
  3. Click any column header — Name, Category, Default, or Last Updated — to sort the list

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 for this Category if this should be the automatic default
  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

  • Templates marked as default show a green Yes badge in the list — easy to spot at a glance
  • The list opens sorted by Last Updated (newest first), so recently changed templates appear at the top
  • Use descriptive names to keep your library easy to navigate as it grows
  • This page is visible only to platform-level administrators
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