The Templates Library is a catalog of pre-built analytics packages. Each template bundles a working set of analytics building blocks — for example C-Level Boards, Charts, Topics, Tags, Scorecards, Funnels, Enders, and Prompts — that are designed to work together for a specific industry, such as finance, insurance, healthcare, or retail.

Instead of building these entities one by one, you install a template and the platform creates the included items for you. You can later upgrade an installed template to its newest version, or uninstall it to remove everything it created.

Open Analytics configuration → Templates Library from the main navigation. The landing view is a card grid of all available templates, with a row of industry filter chips at the top.

The Templates Library entry is only visible to users with the Manage analytics configuration permission. The same permission is required by the backend to view template details, install, upgrade, or uninstall a template, so users without it cannot perform these actions even if they reach the page through a direct link.

Each card shows the template's name, a short description, industry chips, and the current version. Cards behave as follows:

Use the Filter by industry chip row at the top to show only finance, insurance, healthcare, or retail templates, or All to clear the filter. When no templates match the active filter, the empty state offers a Clear filters button.

Click Details on any card to open the full template page. The details page shows:

If the template is already installed and a newer version is available, the page also shows your Installed version and a Newer version available notice.

You can start an install either from a template card (Install button) or from the template details page (Install button in the title bar).

When the install finishes, the template is marked as installed and the entities it bundles become available in their normal sections of the platform (Charts, Topics, Tags, and so on).

When the catalog has a newer version than the one you have installed, an Upgrade button appears on the template details page and a Newer version available notice appears on the card. To upgrade:

An upgrade replaces the entities that were installed by the previous version of the template.

For a Gen AI topic that already has an active version, the upgrade updates the topic's name, description, and type from the template but keeps its active version and version history. No new AI-generated version is produced, so any tuning you did on the topic's workbench stays in effect. Topics without an active version are prepared in the background as usual. If such a topic is still being prepared and the upgrade would change its description or type, the upgrade is refused — try again once that preparation finishes.

To remove a template, open its details page and click Uninstall. A confirmation dialog warns:

Everything installed by this template will be removed.

Click Uninstall to remove the entities that the template created. Use this with care: anything the template installed — charts, topics, tags, scorecards, and so on — is removed from the platform.

Entities that are also used by another installed template are kept. For example, if two templates share the same tag, uninstalling one of them does not remove that tag — it stays in place for the other template that still depends on it.

Templates can include any combination of the following entity types. Each appears in its normal section of the platform once installed:

Each template is published per language and per version. The library shows the templates available in your interface language. The details page lists the version and release date you are viewing, and indicates when a newer version is available for templates you already installed.