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Templates

Templates are PowerPoint files that provide the design foundation for every presentation Octigen generates. You set up a template once — design it in PowerPoint, upload it, then teach the AI how to use each slide and shape — and reuse it for unlimited slide decks.

Work through the topics below in order. Each part includes a walkthrough where available, plus a Learn more link to the full guide.

Tutorial series​

Part 1

Creating your template​

Design a strong PowerPoint file: varied slide layouts, realistic placeholder content, and branding that stays consistent. Then upload it to Octigen.

Covers what makes a template work well in PowerPoint and what to check before upload.

Learn more: Creating Templates →
Part 2

Configuring your template​

After upload, open the Configure page to categorize slides, name shapes, set usage rules, and check readiness before generating decks.

Covers readiness checks, the Blueprint tab, slide categories, shape usage rules, and committing staged changes.

Learn more: Configuring Templates →
Part 3

Using the Template Assistant​

The Template Assistant on the Configure page can rename shapes, categorize slides, set usage rules, and improve titles in bulk — always staging changes for your review before anything is saved.

Covers suggested prompts, bulk operations, and how to approve or discard staged changes.

Learn more: Template Assistant →
Part 4

Measuring template readiness​

Template analytics score how well the AI can use your template: instructive names, slide categorization, and shape usage classification.

Covers what each score means, target thresholds, and how to improve low scores.

Learn more: Template Analytics →

Key concepts​

Template vs slide deck

  • A template is the reusable design file. It is configured once and not modified during deck generation.
  • A slide deck is a specific presentation created from a template, with its own content.

What the AI needs from a template

  • Slides assigned to purpose categories (title, data, section divider, etc.)
  • Shapes with descriptive names instead of defaults like TextBox 1
  • Usage rules: Fixed (never touch), Change Required (always update), or Flexible (default)

Typical lifecycle

  1. Upload a PowerPoint template
  2. Configure slides, shapes, and usage rules
  3. Validate readiness with analytics
  4. Generate slide decks from the template

What's next​

After your template is ready: