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Open Templates in the sidebar to start with an existing layout. Choose a template, then click Use template to create your own project.
Templates gallery with five templates: Account Hierarchy, Org Overview, Pipeline Analytics, Sales Command Center, and Support Queue Dashboard.

Each template shows a preview of its layout. Select one to read its description and try the demo.

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Choose and adapt a template

1

Preview a template

Open Templates and select one that fits the job. Read its description and try the preview. If a Preview button is available, it opens the demo in a separate tab.The demo uses sample data. It doesn’t show records from your Salesforce org.
2

Create your project

Click Use template. Wisty opens a new project with the template’s layout and design style.Wisty asks how you’d like to tailor it. If you haven’t connected Salesforce, connect an org before asking it to adapt the data.
3

Explain what matters in your org

Answer in chat. Name the team, filters, or custom fields that should guide the adaptation. For example:Wisty adapts the template’s data queries to your org. If a section needs a field your org doesn’t have, it can use an appropriate equivalent or leave that section empty and explain why.
4

Check the result

Try the filters and open the sections you plan to use. Check that the data matches your intended scope.Continue in chat to change the layout or behavior, or use Edit without AI for small visual changes. When it’s ready, publish the app.
Using a template creates editable work in your account. Your changes don’t alter the template in the gallery. Generation uses your normal credit balance. If the gallery has no templates available, you can still build from a prompt.