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Create from a Master Template

This flow initializes a new profile from one of BizMetry's curated master templates — pre-built telemetry models tailored to specific industry verticals and technology stacks. It is the fastest path to a production-ready telemetry structure for well-known platforms.


Step 1 — Profile Source

Select Start from a master template and click Continue.

Step 1 — Profile Source

Use a curated master template tailored to your technology stack and platform.


Step 2 — Basic Info

Provide the identity details for the new profile.

Step 2 — Basic Info

Field Required Description
Profile Name Unique identifier for this telemetry profile (e.g. BoFA-01-profile). Must be unique within the account.
Project Name Internal project grouping name (e.g. BoFA).
Description Free-text description of the business area being observed (e.g. Monitoring template for Bank Of America).

Click Continue to proceed.


Step 3 — Details: Select Master Template

Choose the master template to use as the foundation for your profile.

Step 3 — Select Master Template

BizMetry displays a grid of available master templates. Each card shows:

  • Template name and truncated ID
  • Industry / vertical tag (e.g. BANKING, HEALTHCARE, RETAIL, GENERATIVE AI)
  • Integration tag (e.g. GENERIC, OPENAI)
  • Language tag (e.g. ENGLISH)
  • Description — summary of what the template covers
  • Creation date

Double-click any template card to preview its full structure before selecting it.

Click a card once to select it — it highlights with a blue border and a ✅ checkmark. Available master templates include:

Template Vertical Description
Empty Template Generic Blank master template for fully custom profiles.
Comprehensive Pharmacy Operations Template Healthcare Complete pharmacy workflow management including prescription processing, clinical services, inventory control, regulatory compliance, and operational analytics.
Banking Digital Platform Template Banking Digital banking platforms covering accounts, transactions, cards, loans, investments, fraud detection, and customer service management.
Enterprise Retail & Commerce Management Template Retail Retail operations including merchandise, inventory, orders, POS transactions, supply chain, loyalty programs, omnichannel fulfillment, and retail analytics.
OpenAI AgenticAI Platform Template Generative AI End-to-end agentic AI workload observability for the OpenAI API — correlates LLM inferences, RAG retrievals, tool executions, safety checks, and business outcomes into a unified session frame.

Click Continue to proceed.


Step 4 — Review & Confirm

A read-only summary of all choices made in the previous steps.

Step 4 — Review & Confirm

Section Fields shown
PROFILE SOURCE Selected master template name and its ID (e.g. Banking Digital Platform Template · 37afcdd1a9).
PROFILE INFORMATION Profile Name, Project Name, Description.

Review all values carefully. Use Back to return to any step and make corrections.

Click 🚀 Create Profile to complete the setup.


🔗 See Also