Templates and themes

Templates and themes let you build every Memo in your own format and brand. A template sets the deck's slides and layouts, and a theme sets its colors and fonts. You manage both in Studio, and Lev Agent asks you to pick one of each when it builds a Memo.

Creating a template

• Open the Templates tab — Open Studio in the left sidebar, then select the Templates tab.
• Start a new template — Click New template.
• Name the template — Enter a Template name and an optional description.
• Add reference files — Click Import from storage to pick decks from your company resources, or Upload files to add them from your computer.
• Create the template — Click Create template.

Managing template settings

Click a ready template to preview its slides and edit the settings Lev Agent uses when it builds a deck from it. Changes save automatically. Click Create deck from template to start a new Memo with it in Lev Agent.

• Default theme — The theme Lev Agent selects when you choose this template.
• When to use — A short description of the decks this template is for. This field is required.
• Content skill — Markdown instructions for the content Lev Agent writes on each slide. Click Edit Markdown to change them.

Lev's built-in templates, such as the Debt OM and the BOV, appear in the chat template picker but not on the Templates tab, and you can't edit them.

Creating a theme

Create a theme to apply your brand colors and fonts to any template.

• Open the Themes tab — In Studio, select the Themes tab.
• Start a new theme — Click New theme.
• Name the theme — Enter a Theme name and choose an existing theme under Start from.
• Create the theme — Click Create theme to open the theme editor.
• Set colors and fonts — Adjust the text, background, and accent colors, then choose a Heading font and a Body font.
• Save the theme — Click Save changes.