Chatlyst provides business templates that standardize essential documents used day to day. Each template captures key information in a consistent format.

Important Note: If an existing document is ready to use, upload it directly instead of downloading and completing a Chatlyst template. Upload at least two essential documents to get started: Company & Brand Identity and Ticket Handling Policy & SOP.

• Templates:

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Template tag — Each template includes tags to show status and priority.

• Active / Inactive: Shows whether the document has been uploaded and is available in the system.
• Essential: Shows that the document is a priority to complete early.

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Download and Upload a Template

1. Download the template

   1. Select the template to download.
   2. Select Download Template.
   3. Locate the downloaded file (usually in the browser download bar or the default Downloads folder).
   • The standard file type is DOCX and can be edited in most word-processing apps.

   

2. Complete the template

   1. Open the file.
   2. Follow the instructions and examples in the template.
   3. Save the updated file to the device.

   

3. Upload the template

   1. Select the completed template.
   2. Select Upload.

   Note: If an existing document is ready to use, upload the file directly instead of downloading and completing a Chatlyst template.

   

4. The system opens a file-selection window to choose the document to upload. Locate the correct file, select it, then select Upload to begin processing.

   • Supported file types: PDF, TXT, MD, CSV

   • Maximum file size: 20 MB

     

5. When processing is complete:

   • The template tab turns light green.
   • The Template tag updates to Active.

   

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   Email Alert — An email notification is sent when the document has finished processing.

   

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