> ## Documentation Index
> Fetch the complete documentation index at: https://docs.simbas.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Create templates to use within the AI Chat.

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.

## Navigation

To access Templates, go to the dashboard:

👉 [https://simbas.ai/dashboard](https://simbas.ai/dashboard)

Then, click **“Templates”** in the navigation menu.

<img src="https://mintcdn.com/cloudsafariinc/RjThgKY-XmGtH_pw/images/Screenshot2025-10-30at1.52.00PM.png?fit=max&auto=format&n=RjThgKY-XmGtH_pw&q=85&s=46041cdac0605d768dd1f81248dd9b7c" alt="Screenshot2025 10 30at1 52 00PM Pn" width="3006" height="1712" data-path="images/Screenshot2025-10-30at1.52.00PM.png" />

## 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)

<img src="https://mintcdn.com/cloudsafariinc/RjThgKY-XmGtH_pw/images/Screenshot2025-10-30at1.54.20PM.png?fit=max&auto=format&n=RjThgKY-XmGtH_pw&q=85&s=7b7da250ddf5826f23c1c129f7bcacb5" alt="Screenshot2025 10 30at1 54 20PM Pn" width="3006" height="1712" data-path="images/Screenshot2025-10-30at1.54.20PM.png" />

<AccordionGroup>
  <Accordion title="Name">
    The **Template Name** is a short, descriptive title that helps you easily identify and reference the template within the AI Chat.
  </Accordion>

  <Accordion title="Template (Markdown)">
    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**.
  </Accordion>
</AccordionGroup>

### Formatting Templates with Markdown

Templates in [Simbas.AI](http://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.

<Info>
  Using Markdown is **optional**, but it’s a great way to keep your Notepad clean, structured, and easy to read.
</Info>

* 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
  ```

### 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](https://docs.simbas.ai/ai-chat/notepad)  section of this guide.