Kerdora includes an AI-powered template generator that helps you build Guide templates through conversation. Instead of dragging components into a layout one by one, you describe what you want in plain English and the AI creates a full template structure for you. You can then refine it by chatting further, or edit the result manually.
The AI template generator is powered by Claude (Anthropic) and is available inside the Guide Template Editor.
Where to Find It
Open any Guide template in the Overview Editor and look for the AI Generate button (with a sparkles icon) in the editor toolbar. Clicking it opens a chat panel on the right side of the editor.
How It Works
1. Describe What You Want
Type a prompt describing the kind of template you'd like. You can be as general or specific as you want. For example:
"Overview focused on investments and retirement"
"Comprehensive financial plan template"
"Cash flow and debt analysis template"
The AI understands Kerdora's full library of components — net worth summaries, cash flow breakdowns, goal allocations, insurance summaries, investment charts, tax breakdowns, estate planning overviews, and more.
2. AI Generates a Template Layout
Based on your prompt, the AI selects the right components, arranges them into rows, configures their settings, and applies the layout to your template. You'll see a progress indicator as it works:
Understanding your request
Selecting components
Arranging layout
Finalizing template
When it's done, the generated template appears immediately in the editor so you can see exactly what it looks like — including a live preview against whichever client household you have selected.
3. Refine Through Conversation
This isn't a one-shot tool. You can keep chatting to refine the template:
"Add an insurance section at the bottom"
"Remove the tax breakdown and replace it with a savings overview"
"Move the changes to be made section higher up"
The AI remembers your full conversation and can see the current state of the template, so each request builds on what's already there. Your conversation is saved automatically — if you close the panel and come back later, you can pick up where you left off.
4. Edit Manually Anytime
After the AI generates a layout, you have full control. You can:
Drag and drop components to rearrange them
Remove components you don't need
Add new components manually from the sidebar
Edit individual component settings
The AI gives you a starting point. Everything it creates is fully editable, just like any template you'd build by hand.
What the AI Knows About
The AI is aware of your custom Change categories — the categories you've set up for tracking Changes to Be Made. So if you ask for a template that includes changes, it will use your actual categories rather than generic placeholders.
It also knows about all 25+ component types available in Kerdora, including full-width components (income breakdowns, goal allocations, balance sheets, cash flow analysis) and half-width components (net worth summaries, investment charts, tax breakdowns, estate planning overviews) — and it follows the layout rules automatically so everything looks right.
Tips for Getting the Best Results
Start broad, then refine. A prompt like "comprehensive financial plan" gives you a solid starting point. Then ask for specific changes.
Be specific when you need to be. "Add a life insurance summary below the income section" works just as well as a general prompt.
Use it for templates, not one-off Guides. The AI generator lives in the Template Editor, so the templates you create can be reused across all your clients.
Clear and start over anytime. If the conversation goes in a direction you don't like, you can clear it and start fresh.