The AI template assistant builds and edits templates for you from a written request. You describe the change in plain language, and the assistant makes it in the template builder. The assistant works on both project templates and company templates.
We are improving the assistant every week based on customer feedback. Some responses may not be what you expect. If that happens, let us know (see Giving feedback below).
Open the assistant
Go to the template library for your project or company.
Open an existing template, or start a new one.
In the template builder, select Template assistant to open the assistant panel.
Type your request in the message box and press Enter.
The assistant panel opens next to the template. Drag the edge of the panel to make it wider or narrower.
What you can ask it to do
Task | Example request |
Create a template from your own ITP | "Turn this ITP into a template." (attach the file) |
Create a template from a description | "Create a waterproofing inspection for wet areas with a hold point before tiling." |
Use documents from your project | "Build a template for slab pours using the structural spec in our document library." |
Make the same change across a template | "Add a signature requirement to every hold point." |
Update assignees across a template | "Update all assignees to Apex Electrical." |
Tailor a company template to your project | "Remove anything that doesn't apply to a timber-framed building." |
Ask about a template | "Which tasks in this template have no photo requirement?" |
Get suggestions | "What checks might be missing from this fire stopping template?" |
You can attach files from your computer, or choose documents already in your project's document library. The assistant reads them and uses them to build or update the template.
The more specific your request, the better the result. Name the trade, the stage of work and any hold points or witness points you need.
Review and publish the changes
The assistant edits the template in the builder, but it does not publish the template. You stay in control of what goes live.
Read the assistant's reply. It explains what it changed.
Check the changes in the template builder.
Ask the assistant to adjust anything that isn't right, or edit it yourself.
When you are happy with the template, publish it as you normally would.
Every change the assistant makes is recorded in the template's activity under the name of the person who made the request. You are responsible for the changes you ask for, so review them before you publish.
What it can't do
It can't publish or save a template for you. You publish it yourself.
It only works inside the template builder. It can't create Visis, assign templates to locations or change other parts of your project.
It can only see what you can see. The assistant uses your permissions, so it can't read templates or documents you don't have access to.
Large or poorly scanned documents may not convert fully. Check that every section of your ITP made it into the template.
When you ask for a new template that looks like one already in your company library, the assistant tells you. Starting from the company template keeps your quality process consistent across projects.
Giving feedback
Select the thumbs up or thumbs down under any response from the assistant. Thumbs down helps us find responses that were wrong or unhelpful. Our product team reviews this feedback to improve the assistant.
For anything else, contact your Customer Success Manager or message us through in-app chat.
