# List Templates

Templates give you a head start by providing pre-configured column structures, AI prompts, and processing workflows for common use cases. **Pick a template, add your data, and start processing — no column setup required.**

{% hint style="success" %}
**Ready-Made Intelligence**: The Lead List template comes with AI columns for company overview, decision makers, tech stack, and qualification scoring — all pre-configured with optimized prompts.
{% endhint %}

## System Templates

DarcyIQ includes built-in templates designed for the most common list workflows:

### Lead List

Build your sales pipeline with AI-powered prospect research and qualification.

| Column              | AI Enabled | Purpose                                             |
| ------------------- | ---------- | --------------------------------------------------- |
| Company Name        | No         | Seed data — the company to research                 |
| Website             | No         | Seed data — company website for AI inspection       |
| Company Overview    | Yes        | AI-generated summary of the company's business      |
| Decision Makers     | Yes        | Key contacts with titles and LinkedIn profiles      |
| Tech Stack          | Yes        | Technologies and cloud providers identified on site |
| Pain Points         | Yes        | Likely challenges based on company profile          |
| Qualification Score | Yes        | Fit score based on your ideal customer criteria     |

**Agent tools**: Web search, webpage visits, tech stack inspection, lead disqualification

### Opportunity Grid

Manage and enrich sales opportunities with CRM integration and AWS partner validation.

| Column           | AI Enabled | Purpose                                           |
| ---------------- | ---------- | ------------------------------------------------- |
| Company Name     | No         | Account name from your CRM                        |
| Opportunity Name | No         | Specific deal or engagement                       |
| Industry         | Yes        | Validated industry classification                 |
| AWS Solutions    | Yes        | Relevant AWS solutions and services               |
| Estimated Value  | Yes        | Projected deal value based on enrichment          |
| Next Steps       | Yes        | Recommended actions based on opportunity analysis |

**Agent tools**: Web search, CRM lookup, AWS solution validation, opportunity enrichment

### Vendor List

Evaluate and compare vendors with structured AI research.

| Column           | AI Enabled | Purpose                                 |
| ---------------- | ---------- | --------------------------------------- |
| Vendor Name      | No         | Company to evaluate                     |
| Website          | No         | Vendor website for research             |
| Product Overview | Yes        | What the vendor offers and key features |
| Pricing Model    | Yes        | Pricing structure and tiers             |
| Strengths        | Yes        | Key advantages and differentiators      |
| Weaknesses       | Yes        | Limitations and concerns                |

**Agent tools**: Web search, webpage visits, data submission

## Using a Template

{% stepper %}
{% step %}
**Create a New List** Click **New List** from the Lists home page.
{% endstep %}

{% step %}
**Select a Template** Browse available templates and click the one that matches your use case. You'll see a preview of the included columns.
{% endstep %}

{% step %}
**Name Your List** Give the list a descriptive name and optional description.
{% endstep %}

{% step %}
**Customize (Optional)** After creation, you can add, remove, or modify columns. The template gives you a starting point — you're not locked in.
{% endstep %}

{% step %}
**Add Data and Process** Upload a CSV or add rows manually, then start processing.
{% endstep %}
{% endstepper %}

## Custom Templates

Create your own templates to standardize list structures across your team.

### Creating a Custom Template

1. Navigate to the Lists section
2. Open the template management panel
3. Click **New Template**
4. Define the template name, description, and column structure
5. Configure AI prompts and column types
6. Save the template for reuse

### Template Configuration

| Field                | Description                                                  |
| -------------------- | ------------------------------------------------------------ |
| **Name**             | Template display name                                        |
| **Description**      | What this template is designed for                           |
| **Columns**          | Pre-defined column structure with types and AI configuration |
| **Default Prompts**  | AI prompt templates for each AI-enabled column               |
| **Calibration Form** | Optional form fields used by the Find Rows discovery chat    |

### Sharing Templates

| Level            | Visibility                                |
| ---------------- | ----------------------------------------- |
| **System**       | Available to all DarcyIQ users (built-in) |
| **Organization** | Shared with everyone in your organization |
| **User**         | Only visible to you                       |

### Favorites

Mark frequently used templates as favorites for quick access. Favorited templates appear at the top of the template list when creating new lists.

## Best Practices

1. **Start with system templates**: They include optimized AI prompts tested across many use cases
2. **Customize after creation**: Use a template as a starting point, then add or modify columns for your specific needs
3. **Create org templates for standards**: If your team frequently builds similar lists, create a shared template
4. **Include calibration forms**: Add discovery forms to templates so the Find Rows chat collects the right criteria
5. **Document your templates**: Use clear descriptions so team members know when to use each one

{% hint style="info" %}
**Pro Tip**: When your team settles on a proven list structure with well-tuned AI prompts, save it as an organization template. This ensures consistent data quality across all team members' lists.
{% endhint %}


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