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Within the dashboard, the Templates section allows you to store reusable information that can be accessed directly from the Notepad inside the AI Chat. Templates help your team maintain consistency and speed when generating responses or itineraries. To access Templates, go to the dashboard: 👉 https://simbas.ai/dashboard Then, click “Templates” in the navigation menu. Screenshot2025 10 30at1 52 00PM Pn

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Adding a Template

To add or create a new template, click “+ New Template” in the top-right corner of the Templates page. A modal will appear where you can enter:
  • Template Name
  • Template Markdown (the content or structure you’d like to save)
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The Template Name is a short, descriptive title that helps you easily identify and reference the template within the AI Chat.
The Template (Markdown) section is where you add the main content or structure of your notes.You can use Markdown formatting to organize information clearly — for example, by adding headers, bullet points, bold text, or links.Refer to the section below for detailed instructions on how to format templates using Markdown.

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Formatting Templates with Markdown

Templates in Simbas.AI are formatted using Markdown — a simple way to style and organize text within the Notepad. Below is a quick overview of the main Markdown types you can use when creating or editing templates.
Using Markdown is optional, but it’s a great way to keep your Notepad clean, structured, and easy to read.
  • Headings
    • Use # for hadings (1-6 levels)
    # Heading 1
## Heading 2
### Heading 3
#### Heading 4
##### Heading 5
###### Heading 6
  • Bold & Italic 
    **bold text**
*italic text*
***bold and italic***
  • Lists 
    Unordered List:
- Item 1
- Item 2
  - Nested item

Ordered List:
1. First
2. Second
3. Third

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Setting a Template in the AI Chat

For guidance on how to apply or use a template within the AI Chat, please refer to the AI Chat Notepad section of this guide.