Templi
Desk

Ask Templi

Ask Templi means chatting with Templi: you describe what you need in plain English and Templi does the work, from answering a question about a client to drafting a suitability report, filling a fact find or updating a plan. Every chat opens on its own page, and anything Templi produces opens in a window beside the chat.

Where to find it

You can start a chat from several places. Where you start decides what Templi already knows.

Start from

How

What Templi knows

Desk, https://app.templi.ai/

Type into Ask Templi anything…

Nothing yet. Name the client in your message.

A client hub, https://app.templi.ai/clients/<client>/activity

Type into the message box on the Activity tab, or click Ask about and the client's name on any other tab

The client

A meeting, file, knowledge note, meeting notes template or skill

Click its Ask about this… button at the bottom right

That item

Search

Choose New agent chat

Nothing yet

The chat box on Desk, with the placeholder Ask Templi anything, a paperclip and a send button
The message box at the bottom of a client's Activity tab, with the placeholder Message Templi about Sarah

On any page with an Ask about button, press Cmd+J on a Mac or Ctrl+J on Windows to start that chat from the keyboard.

Your chats are listed under Chats in the sidebar and at https://app.templi.ai/chats. Each chat has its own address, https://app.templi.ai/chats/<chat>.

Ask Templi something

  1. Start a chat from one of the places above.

  2. Type what you need. Be specific about the client, the products and the outcome you want.

  3. Attach anything Templi should read. See the next section.

  4. Press Enter to send. Use Shift+Enter for a new line.

Templi works through the task in the chat and shows each step. You can type and send another message while it works. If it needs an answer from you, the chat shows the question and the item appears in Needs you, so you can leave and come back.

Part of a finished chat, where Templi has compared Sarah's Harbour Life and Northfield pensions in a table of value, annual charge and cost a year, followed by a short summary

Attach files, sources and webpages

Click the paperclip in the message box.

  • Upload files: pick files from your computer. You can also drag files onto the message box, or paste an image (PNG, JPEG, GIF or WebP).

  • Browse sources: pick files from the sources you have connected in Connectors.

  • Attach webpage: give Templi a web address to read.

Images show as thumbnails before you send. You can send attachments with no text.

The paperclip menu in the Desk chat box, with Upload files, Browse sources and Attach webpage

Work on a document, form or meeting beside the chat

When Templi writes a document or fills a form, it opens in a window to the right of the chat. Read or edit it there while you keep asking for changes, for example "Make the recommendation section shorter" or "Use her pension statement from March". In a form, hover over a field and click its Templi button to ask about that field. The Chats article covers the window's tabs and how to resize it.

Run a skill

Type / in the message box to pick one of your firm's skills, such as an annual review checklist. Templi follows the skill's steps.

Example prompts

  • "Summarise Sarah Winters' pensions and ISAs and flag anything that needs attention before her annual review."

  • "Draft a suitability report recommending Sarah transfers her old workplace pension into her SIPP."

  • "Fill her fact find from yesterday's meeting notes."

  • "Does James Carter have enough life cover for his mortgage? Show me the gap."

  • "Add a £20,000 ISA subscription for Sarah dated 5 April."

You can also ask Templi where something is in the app, for example "Where do I connect my calendar?"

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