Set Default Chat Template

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.

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

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.

Pain Points & Friction

Identified Issues:

1. Cannot Set Per-User Defaults
   • Impact: System-wide setting affects all users
   • Potential Improvement: Per-user template preferences

Design Considerations

Following Contextual Design Principles:

1. Automation Opportunities: Auto-apply based on usage patterns
2. Simplification Opportunities: One-click template setting
3. User Trust: Clear when default is applied

Related Flows

• Create New Chat from Template - Manual template selection
• Create New Empty Chat - Uses default if set

Technical References

Knowledge Base Sections:

• src/components/admin-overrides-tab/index.js - Default template setting
• src/components/chat/new-chat.js - Default template application

Version History

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