> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Create and manage branded Cassidy Slides templates
> Create reusable slide templates, publish updates, manage team access, and set an organization default for consistent presentations.
Slide templates give your team a reusable visual system for presentations created with Cassidy Slides. A template combines example slide designs with written guidance about how your brand should look and sound.
Use this guide to choose an existing template, create your own, publish changes, organize access, and select the default for your organization.
**Creating a presentation?** [Create and export slides with an Agent →](/slides/create-and-export-presentations)
What you can create, edit, share, or set as the organization default depends
on your role and Slide Templates permissions. If an action is unavailable, ask
your Cassidy administrator to review your permissions.
## Browse and use templates
In an [Agent chat](/guides/chatting-with-an-agent), open **Tools** and select **Slide Templates**.
You can also type `/` in the message box and select **Manage** beside **Slide Templates**.
The library includes:
* **All templates** for everything you can access
* **Built-in** templates developed by Cassidy
* **Team** templates shared with your organization
* **Private** templates available only to you
* Shared and private folders created by your team
Built-in templates are ready-to-use designs maintained by Cassidy. They
give every organization a dependable starting point and provide the
fallback design when no organization default is available. You can preview
them, use them for presentations, or choose one as your organization
default, but you cannot edit or delete them. Create a custom template when
you need to change the design or add your own brand assets.
Your organization's default template appears first. Other templates are ordered by your recent use.
Select a template to open its preview.
* The **Template** tab shows the example deck and its slide designs.
* The **Guidelines** tab explains how the Agent should apply the template, including brand, layout, and typography guidance.
Click **Use template**. Cassidy adds the template to your message so the Agent can use it for your next presentation request.
The explicit selection overrides the organization default for that request. Learn how to complete the deck in [Create and export presentations with Cassidy Slides](/slides/create-and-export-presentations).
Create a slide template
You can turn an existing PowerPoint into a reusable template or describe a new design from scratch.
Open **Tools** → **Slide Templates**, then click **Create template**.
Cassidy gives you two ways to begin:
* **Use an existing PowerPoint** uploads a `.pptx` presentation and uses its
design as the starting point. Choose this when you already have an
approved sales deck, pitch deck, company presentation, or other
PowerPoint that represents your brand. You can also upload a PDF or brand
guide.
* **Build from scratch** starts with a blank request in Chat. Choose this
when you do not have an existing presentation, or when you want Cassidy
to develop a new visual direction from your description and brand
materials.
Both options return you to Chat with a template-creation request prepared in
the message box. If you chose an existing file, the uploaded file is already
attached to the request.
Add the template's audience and the types of decks it should support, then
send the prepared message. Include as much relevant brand material as
possible:
* Logos and approved imagery
* Brand colors
* Typography rules and licensed font files
* Example presentations or page layouts
* Guidance for charts, tables, icons, and photography
* Writing style and tone
* Required or prohibited design patterns
Attach compatible, licensed font files to the template-creation request
when you want Cassidy to use and embed your brand fonts in editable
PowerPoint exports.
For example:
> Build a reusable slide template for customer-facing strategy presentations. Use the attached brand guide and sample deck. Keep layouts spacious and editorial, use our navy and coral palette, and include designs for title slides, section dividers, data charts, comparisons, timelines, quotes, and next steps.
The Agent builds the template and returns a **New Slide Template Draft** card. Open the card to review both the example slides and the written guidelines.
Continue the conversation if the template needs changes. The draft is not available to other users until you publish it and share it.
Click **Publish template**, review the confirmation, and publish the draft.
Publishing creates the first live version. Cassidy then shows where the
template is currently shared. New custom templates start as **Private**.
Click **Share** to move the template to **Team** or a shared folder, or
click **Done** to keep it private.
## Update a custom template
Built-in templates are read-only. You can update a custom template when you have edit access.
Open the template's actions menu and select **Edit Template**. Cassidy adds the template to Chat with an update request.
Describe the change you want. For example:
* "Add a case study slide with space for a customer quote and three results."
* "Use the new logo and update the primary color to the blue in the attached brand guide."
* "Make chart labels larger and add guidance for accessible color contrast."
The Agent returns a **Draft Slide Template Changes** card. Open the review to compare the proposed template with the version your team currently uses.
Submitting changes creates a review draft. It does not update the live template automatically.
Click **Publish changes** after you have reviewed the slides and guidelines. Future presentation requests can then use the updated template.
### Edit the name or description
Open the custom template's actions menu and select **Edit Details**. Update the name or description, then save your changes.
Use a name that helps teammates recognize the intended purpose, such as "Enterprise sales deck" or "Quarterly business review."
## Organize and share templates
Custom templates start in **Private**. Move a template to **Team** or a folder when other people should use it.
Open the template's actions menu and select **Organize & Share Template**. Choose **Private**, **Team**, or a folder.
Moving a template to **Team** makes it available according to your organization's sharing settings. Moving it to a folder applies that folder's access.
Use **New Folder** under **Team** or **Private** to group templates by department, brand, client, region, or presentation type.
If you delete a folder, Cassidy moves its templates to **Private**. The templates themselves are not deleted.
Open the folder's actions menu and select **Share**. Give access to everyone in the organization or to selected users and groups.
Folder access controls who can discover and use the templates inside it. Edit access controls who can ask an Agent to change them.
## Set the organization default
The organization default is used when someone asks Cassidy to make a presentation without selecting another template.
If your organization has not selected a default, administrators see a prompt in
the template library to create a branded template or choose an available
template as the default.
You need permission to manage organization settings. The template must be
published and shared with everyone in the organization with at least view
access.
In the template library, open the actions menu for the published template you want your organization to use.
Select **Set Organization Default**, then confirm.
If the template is not yet available to everyone, Cassidy asks you to share
it first. Click **Organize & share** and move the template to **Team** or an
organization-visible folder. Cassidy then returns you to the confirmation
so you can finish setting the organization default.
Return to **All templates**. The organization default should appear first and display its default indicator.
Users can still choose a different template for an individual request.
If the default template later becomes unavailable, Cassidy temporarily uses its standard built-in template. Restoring organization access makes the selected default effective again.
## Delete templates and folders
* **Delete a custom template** from its actions menu when it should no longer exist. This permanently deletes the template and its version history.
* **Delete a folder** from the folder's actions menu. Cassidy moves templates from that folder to **Private** instead of deleting them.
Built-in templates cannot be deleted.
## Troubleshooting
Your role may not include permission to create and edit Slide Templates, or the template may be read-only. Built-in templates cannot be edited. Ask your Cassidy administrator to review your access.
Templates receive access through their location. Choose **Organize & Share
Template**, then move the template to **Team** or a folder you can share.
Sharing with the organization, users, or groups may require separate
permissions.
The default must be visible to everyone in the organization with at least view
access. Move the published template to **Team** or an organization-visible
folder, then select **Set Organization Default** again.
Another update was published after your work began. Click **Update draft with
Agent** so Cassidy can reconcile your draft with the current template. Review
the resulting draft before publishing it.
Confirm that the template includes a compatible static font file and that your organization has permission to embed it. If embedding is unavailable, export with **Universal fonts** or replace the font with one available to recipients.
## Next steps
Use a template to create, refine, present, and export a deck through Chat.
Control who can create, edit, and share resources in your organization.
Compare presentation creation with other Chat and Workflow file-generation
options.
Build a repeatable Workflow that fills fixed PowerPoint placeholders with
data.