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Walkthrough

Templates: Browse, Pick, Make It in the Chat

A walkthrough of the Templates app: browse by section, category and search, make a template right in the chat or edit it on the web, and import workflows.

Yantra Team3 min read

On this page

A blank prompt is the hardest place to start a flyer or a slide deck. Templates is a gallery of starting points that sits beside your chat, so the template you pick becomes the next thing the agent works on.

Open it

Pick Templates in the apps launcher, or ask: "show me playful presentation templates", "browse image generation templates", "what web templates do you have for a coffee shop?" The gallery opens as a panel on the right with the chat still in view. On a new chat, switching the composer to Build mode shows a grid of the same kind.

Four sections

The tabs across the top are Generate with AI, Design & write, Edit & produce and Automate. In a narrow panel they shorten to Generate, Design, Edit and Automate.

Generate with AI holds Image, Video and Music & voice templates. Design & write holds Presentations, Social posts, Carousels, Flyers, Business cards, Logos, Banners, Brochures and Branding. Further categories such as Certificates, Worksheets, Proposals, Newsletters, Menus, Infographics, Documents, Reports, Letters, Resumes and Websites show up only once your workspace's marketplace has templates in them, so the set grows as templates are published.

Find one

Each category is a row of chips that stays pinned at the top while the cover grid scrolls. Type in the search box to filter the category on screen. If nothing matches exactly, the grid says so and shows the closest matches. If nothing comes close, it shows popular templates in that category instead of an empty page.

Open a template

Click a cover to see it up close: the cover and its pages, a line of facts such as the page count and size, and the description. Then choose one of two ways forward:

  • Make it here in the chat sends the template to your conversation as your next message. The panel confirms Sent to the chat, and the agent takes it from there.
  • Edit on the web opens the template in the canvas, if you would rather work on it by hand.

On a narrow panel the detail opens as a bottom sheet. On a wide one it is a dialog.

For template groups this panel does not cover, Yantra shows the Build mode grid instead. A pick there fills in your composer with the template's prompt and settings, and nothing runs until you send.

Edit and produce

The Edit & produce section is for media you already have. Short clips, Product video, Slides from a topic, Video editor, AI cut, Photo editor, Audio editor, Extract frames and AI presenter are marked Works in chat: start one, send your file in the chat, and Yantra asks for anything else it needs. 3D scene, Mood board, Screen recording and Custom size are marked On the web and open with Open it on the web.

Automate

The Automate section links to Workflow templates: 365 ready-made automations, grouped by topics such as Slack, Gmail, Google Sheets, Notion, Telegram, WhatsApp, Discord, Airtable, WordPress, AI agents and DevOps. The panel says how to use them: each one is a JSON file, so open Workflows, choose Import Workflow and pick the file.

From chat

  • "Show me playful presentation templates."
  • "Browse image generation templates."
  • "Let me pick a carousel template."
  • "What web templates do you have for a coffee shop?"

What it is not

Templates is a picker. Making the result happens in the app the template belongs to. A design from a description, with widths, pins and compare, is Design Studio. Images, video and audio on one board are Canvas. A real website with pages and a preview is Web Builder. Editing an imported workflow is Workflow Studio.

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