DOCS · V1 · FEATURES
Templates.
What a template is
A room template defines the default module structure for new rooms. Instead of building every room from a blank canvas, you start from a layout that already reflects how your team sells.
Organized by sales motion
Templates are organized by sales motion, so you can keep a distinct shape for each kind of deal:
- New Business
- Expansion
- Renewal
- Security Review
- Pilot
- Partnership
System and workspace templates
Foyai provides a set of system templates to start from. Alongside them you can build workspace templates — your own. Clone any template to customize it, and edit the ones you own.
What a template seeds
When a new room is created from a template, the template seeds the room's categories, its modules, and its mutual-action-plan structure — so the room opens with the right sections, content scaffolding, and plan already in place.