Overview
Flow ID: configure-default-template
Category: Settings & Configuration
Estimated Duration: 1 minute
User Role: All Users
Complexity: Simple
Purpose: Set a default template that automatically applies when creating new chats by typing without selecting a specific template. Streamlines workflow for users who consistently use same chat configuration.
Related Flows
- Create New Chat from Template - Manual template selection
- Create New Empty Chat - Uses default if set
Step-by-Step Flow
Main Path (Happy Path)
Step 1: Navigate to Admin Overrides
- User Action: Settings > Admin Overrides tab
- System Response: Admin settings display
Step 2: Locate Default Template Setting
- User Action: Find "Default Chat Template" dropdown in Workflow section
- UI Elements Visible:
- "Default Chat Template" label
- Dropdown showing current selection
- Options list
Step 3: Open Template Dropdown
- User Action: Click dropdown
- System Response: Template list appears
- UI Elements Visible:
- "No Default Template" option
- Available templates:
- Social Media Post
- Sales Proposal
- Legal Review
- Dataset Query Only
- Others configured
- Current selection highlighted
Step 4: Select Default Template
- User Action: Click desired template
- System Response:
- Selection updates
- Dropdown closes
- UI Elements Visible: Selected template shown
Step 5: Save
- User Action: Click Save (if required)
- System Response: Setting saved
- UI Elements Visible: Success confirmation
Final Step: Default Template Set
- Success Indicator:
- Template selected as default
- New chats without template selection will use this
- System State Change: Default template active
- Next Actions:
- Create new chat (will use default template automatically)
- Can still select different template manually
Alternative Path - Clear Default
Step 1: Select "No Default Template"
- User Action: Choose "No Default Template" from dropdown
- System Response: Default cleared
- Final Step: New chats will use empty configuration
Error States & Recovery
QA Note: Simple dropdown with no error conditions beyond standard form handling.
Version History
| Date | Version | Author | Changes |
|---|---|---|---|
| 2025-10-04 | 1.1 | Iternal Technologies | Initial documentation |
Notes
How Default Works:
- When user starts typing in new chat (without clicking template button), default template automatically applied
- User can still manually select different template
- Default makes frequent workflow faster
Best Practices:
- Set default to most-used template
- Clear default if workflows vary frequently
- Communicate to users if set organization-wide
Common User Questions:
- "Can I override default per chat?" - Yes, select different template manually
- "Does this affect existing chats?" - No, only new chats
- "Can I have different defaults per use case?" - No, single system default
Trigger
What initiates this flow:
- User manually initiates
Specific trigger: User wants all new chats to automatically use specific template settings.
User Intent Analysis
Primary Intent
Automate chat creation with preferred template to avoid selecting it manually each time.
Secondary Intents
- Streamline repetitive workflows
- Ensure consistency across chats
- Save time on setup