Find your way around Templi

This is a map of every screen in Templi: what each one is for, how to reach it from the sidebar, and its web address. The tables follow the sidebar from top to bottom. Every address starts with https://app.templi.ai, and words in angle brackets, such as <client>, stand for the number of that client, plan or document in the address bar.

Top: Search, Desk, Customise and Connectors.
Middle: your three most recent Chats, then your pinned and recent Clients. Each heading has an All link to the full list.
Bottom: Meetings, Tasks, Library and Settings, then Compliance if your firm has it.
Footer: your name. Click it for Profile, the light and dark theme, Help and support, Desktop app and Log out.

The Templi sidebar beside the Desk page, with Search, Desk, Customise and Connectors at the top, Chats and Clients in the middle, and Meetings, Tasks, Library and Settings at the bottom

Old addresses from earlier versions of Templi still work and take you to the new screen.

Screen	What it is for	Sidebar path	Address
Search	Find a client, document, template, form, connector or settings page by name, or run an action such as creating a client	Search (or Cmd+K / Ctrl+K)	Opens over the current page
Desk	Start a chat, see your next meeting and work through Needs you	Desk	`/`
Needs you, open	Everything waiting on you, with snooze, assign, mark done and dismiss	Desk > Needs you card > See all	`/needs-you/open`
Needs you, snoozed	Items you snoozed, until they come back	Needs you > Snoozed	`/needs-you/snoozed`
Needs you, done	Items closed, with who closed them and how	Needs you > Done	`/needs-you/done`

Customise

Customise is where your firm sets up how Templi writes. Clicking Customise opens the Templates tab.

Screen	What it is for	Sidebar path	Address
Templates	Your Word templates for reports and letters	Customise > Templates	`/templates`
A template	Edit a Word template, beside a chat with Templi	Customise > Templates > click a template	`/templates/<template>`
Template tuning	Test a template on real clients and refine it	Open a template, then tune it	`/templates/<template>/tuning`
Meeting notes	Templates for the notes Templi writes after a meeting	Customise > Meeting notes	`/customise/meeting-notes`, one template at `/customise/meeting-notes/<template>`, a new one at `/customise/meeting-notes/new`
Forms	Your fact finds and questionnaires	Customise > Forms	`/forms`
Form editor	Change a form's questions and layout	Customise > Forms > click a form, or its Edit button	`/forms/<form>/edit`
Fill a form	Fill in a form for a client, beside a chat with Templi	In a client hub, Generate a form, or the Forms tab > click a form	`/forms/<form>/fill`
Knowledge	Notes on how your firm works, which Templi follows	Customise > Knowledge	`/customise/knowledge`, one note at `/customise/knowledge/<note>`, its history at `/customise/knowledge/<note>/changes`, a new one at `/customise/knowledge/new`
Skills	Written steps Templi follows when you type a skill's command in a chat. Formerly called recipes	Customise > Skills	`/customise/skills`, one skill at `/customise/skills/<skill>`, a new one at `/customise/skills/new`
Compliance settings	Set up suitability report checks	Customise > Compliance	`/customise/compliance`

Connectors

Screen	What it is for	Sidebar path	Address
Connectors	Connect your back office, calendar, email and file stores, and reconnect ones that stopped	Connectors	`/integrations/apps`
A connector	What a connector reads and writes, and Connect, Reconnect or Disconnect	Connectors > click a connector	`/integrations/apps/<connector>`

Chats

Screen	What it is for	Sidebar path	Address
All chats	Every chat with Templi, with search and filters	Chats > All	`/chats`
A chat	One conversation with Templi	Chats > click a chat	`/chats/<chat>`
A chat with a document, form, meeting or file beside it	Work on the item while you chat	Opens when Templi writes or opens the item	The item's address plus `?chat=<chat>`, for example `/documents/<document>?chat=<chat>`

To start a new chat, use the box on Desk. New chat on the Chats page takes you there.

Clients and the client hub

Each client has a client hub: one page with tabs for everything about them. Open a client from the sidebar's Clients section or from the full list.

Screen	What it is for	Sidebar path	Address
All clients	Your client list	Clients > All	`/clients`
Activity	What has happened with the client, what needs you, and a box to message Templi about them	Clients > a client > Activity	`/clients/<client>/activity`
Chats	Chats about this client	Client hub > Chats	`/clients/<client>/chats`
Meetings	The client's meetings and notes	Client hub > Meetings	`/clients/<client>/meetings`
Documents	Reports and letters written for the client	Client hub > Documents	`/clients/<client>/documents`
Fact find	The client's fact find, and re-importing it from your back office	Client hub > Fact find	`/clients/<client>/fact-finds`
Forms	Forms filled for the client	Client hub > Forms	`/clients/<client>/forms`
Plans	The client's pensions, ISAs, protection and other plans	Client hub > Plans	`/clients/<client>/plans`
Client files	Files uploaded for the client	Client hub > Client files	`/clients/<client>/files`
Memory	What Templi remembers about the client	Client hub > What Templi remembers > See all	`/clients/<client>/memory`, one entry at `/clients/<client>/memory/<entry>`

A plan

Open a plan from the client hub's Plans tab or from Library > Plans. Each tab has its own address.

Tab	Address
Overview	`/plans/<plan>/overview`
Holdings	`/plans/<plan>/holdings`
Transactions	`/plans/<plan>/transactions`
Valuations	`/plans/<plan>/valuations`
Contributions	`/plans/<plan>/contributions`
Charges	`/plans/<plan>/charges`

Meetings and Tasks

Screen	What it is for	Sidebar path	Address
Meetings	Your upcoming and past meetings	Meetings	`/meetings`
A meeting	A meeting's Notes, Transcript and Recording tabs. During a meeting, the tabs are Live transcript and Notes	Meetings > click a meeting	`/meetings/<meeting>`, with tabs at `/meetings/<meeting>/notes`, `/transcript` and `/recording`
Tasks	Your task list	Tasks	`/tasks`

Library

Library holds what Templi has produced and what you have uploaded. Clicking Library opens the Generated tab.

Screen	What it is for	Sidebar path	Address
Generated	Every document Templi has written	Library > Generated	`/documents`
A document	Read, edit and download a document, beside the chat that wrote it	Library > Generated > click a document	`/documents/<document>`
Files	Every file uploaded to Templi	Library > Files	`/files`
A file	View a file and ask Templi about it	Library > Files > click a file	`/files/<file>`
Plans	Every client plan across your book	Library > Plans	`/plans`
Groups	Households and other groups of clients	Library > Groups	`/groups`
A group	A group's Members, Documents and Files tabs	Library > Groups > click a group	`/groups/<group>/members`, `/groups/<group>/documents`, `/groups/<group>/files`

Settings

Clicking Settings opens the Account tab.

Screen	What it is for	Sidebar path	Address
Account	Your Profile, Preferences and Security, each a section of this page	Settings > Account, or your name > Profile	`/settings/account`
Meetings settings	Your Calendar connection and Notetaker options	Settings > Meetings	`/settings/meetings`
Team	The people in your firm and their roles	Settings > Team > People	`/settings/team`
Advisers	Adviser records, including ones imported from your back office	Settings > Team > Advisers	`/settings/team?view=advisers`
Imports	Your imports from Intelliflo Office, Iress Xplan or Plannr	Settings > Imports	`/settings/imports`
New import	Choose a system to import advisers and clients from	Settings > Imports > New import	`/imports/create`
An import	Review, start and follow one import	Settings > Imports > click an import	`/imports/<import>`
Usage	Your firm's weekly allowance and what you have used	Settings > Usage	`/settings/usage`
Billing	Your plan and payment details	Settings > Billing	`/settings/billing`

Usage and Billing show only for people who can see your firm's plan or manage billing.

Compliance

Compliance sits at the bottom of the sidebar for firms that have suitability report checks.

Screen	What it is for	Sidebar path	Address
Suitability report checks	Every checked report, filtered by All reports, To check, Needs attention or No gaps found	Compliance	`/compliance`, `/compliance/to-check`, `/compliance/needs-attention`, `/compliance/no-gaps`
A check	One report's check against the FCA Handbook rules that apply	Compliance > click a report	`/compliance/checks/<check>`

Screen	What it is for	How to reach it	Address
Dashboards	Firm-wide widgets you arrange yourself	Type the address	`/dashboards`
Desktop app download	Download Templi Adviser for macOS, Windows or Linux	Your name > Desktop app	`/desktop/download`
Help and support	Search this help centre without leaving Templi	Your name > Help and support	Opens over the current page

Setting up a new firm

The first time you sign in, Templi walks you through four steps before you reach Desk.

Step	What it is for	Address
Let's get you set up	Your name and details	`/onboarding/user-profile`
Build your team	Invite teammates. You can also do this later from Settings > Team	`/onboarding/build-team`
Connect your tools	Connect the tools you use every day. You can add more later from Connectors	`/onboarding/connect-tools`
Download Templi Adviser	Get the desktop app, or choose Skip for now	`/onboarding/download-desktop`

Ask Templi where something is

You can ask in any chat, for example "Where do I connect my Outlook calendar?" or "Where are Sarah Winters' pension valuations?", and Templi tells you which screen to open.

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