AI Template Builder
9 min
ai template builder is a vlx ai feature that helps you create inspection templates by describing what you need in plain language instead of building every section and question manually, describe the inspection, checklist, audit, or process you want to create vlx ai generates a starting template that you can review and customize before adding it to your team \<font color="#ff5722">how ai template builder works\</font> 1\ start a new template from your team menu, create a new template clicking on the vlx ai template builder icon 2\ describe the template enter a description of the template you want to create for example create a safety incident report checklist you can include details about the type of inspection, areas that should be covered, or specific information that needs to be collected 3\ add template requirements provide additional requirements or features you want vlx ai to consider when generating the template the more relevant context you provide, the better vlx ai can tailor the initial structure to your workflow 4\ generate the template select generate template vlx ai creates a proposed template based on your instructions, including elements such as sections questions appropriate field types selection options applicable conditional logic notes and media fields where appropriate 5\ review the template preview review the generated template before adding it the preview lets you see the proposed structure and questions so you can determine whether it meets your needs \[screenshot ai template builder preview] 6\ add the template when you are satisfied with the generated structure, select add template the template is added to vlx and can then be edited using the standard template builder \[screenshot add template button] \<font color="#ff5722">customize the generated template\</font> an ai generated template is a starting point after adding it, you can use the standard vlx template builder to further customize it you can add, remove, or reorder sections edit questions and instructions change field types add or modify conditional logic configure required fields configure scoring and flags add media requirements configure reports and other template properties review the complete template before publishing it for use \<font color="#ff5722">access to ai template builder\</font> ai template builder must be available for your organization, and your user account must have access to the feature administrators can manage access under settings → organization settings → users locate the user, open the user's menu, and enable or disable ai template builder see managing vlx ai access docid\ ylx2ce6gstqzmcmi0bjw7 for more information about feature configuration and user access \<font color="#ff5722">ai template builder usage\</font> using ai template builder consumes vlx ai credits you can view your current ai usage from the vlx ai icon in the top navigation bar administrators can also review detailed usage across the organization see monitoring vlx ai usage docid\ dk7kip8kxmmb7gklazr1e for more information \<font color="#ff5722">review ai generated templates\</font> vlx ai is designed to provide a starting point for template creation review all ai generated questions, field types, logic, and requirements before publishing the template to make sure they accurately reflect your inspection process \<font color="#ff5722">related articles\</font> ai walkthrough docid 5azvqcsckunqzcmxjrccp ai scribe docid\ gd8lcxsc5yqa76inv747n monitoring vlx ai usage docid\ dk7kip8kxmmb7gklazr1e managing vlx ai access docid\ ylx2ce6gstqzmcmi0bjw7
