Create Re-usable Workspaces with Templates
"Templates” under-sells the power of this system. Make Sapience yours.
Powerful Customization with Templates
Dont let the simple name “template” fool you: this is an incredibly powerful part of Sapience, and is critical to success when rolling it out in an organizational context. Templates let you pre-program Notes and Projects with structures that make sense in your org, ensuring consistency and best-practices accross all users.
To appreciate the power of Project Templates, consider for a moment that a Project brings together all parts of Sapience into a discrete workspace, that includes: 1) Agents; 2) Users; 3) Files; 4) Notes; 5) Conversations and lastly 6) Tasks & Goals. In essence, a Project is a mini-version of Sapience, but built around achieving some goal that matters to you and/or your org.
Because of that, creating/saving a Project Template lets you re-use “snapshots” of an entire Sapience environment again and again.
For an example, lets take a law firm. Every time a law firm takes on a case, they need to complete a whole series of tasks, get a set of documents executed and filed, and then engage with the right people at the client. Using Sapience, a law firm could create a rich template, involving all of those items, and then save it as a “Case Template”. Thereafter, whenever they kick-off a case, they can create it in Sapience from a template.
Global templates: these are templates published by the Sapience team, an as of Jan 2026 there aren’t any in the system, but this will change shortly, so stay tuned.
Org templates: these are templates that the Sapience Org Admin has published to the Org, meaning that all of their users will see these templates on the 1st screen of the New Project Wizard (there’s an example in the 1st screnshot below).
User templates: every user can (and should!) creat their own templates, for workflows that they use regularly.
