Share Chat Templates

Share Chat Templates controls who can see and use saved Chat Templates (prompts saved from Home or Chat History). Sharing is useful when you want a standard prompt—legal review checklist, renewal summary, clause comparison—to be available to teammates without everyone rebuilding it.

Where to find it

1. Open Settings from the sidebar (click your name / account menu, then Settings).
2. On the Settings page, open Share Chat Templates.

If you do not see this option, your organization may restrict it by role, or your admin may not have enabled it.

What you can do

• Revoke access – Remove access for someone who no longer needs the template (for templates you own or are allowed to manage).
• Review who has access – See which users can use each template so sharing stays clear and auditable.

Tips

• Share only the templates that are approved for reuse in your team (especially if prompts reference sensitive workflows).
• When someone leaves the team or changes role, revoke access or refresh sharing as needed.
• Prefer narrow sharing (only the people who need it) over org-wide access unless a template is meant to be a standard for everyone.

Permissions

Only users with the right permissions can open Share Chat Templates and change who has access. If the card is missing, ask your admin whether the feature is enabled for your role.