Agent Templates
Pre-configured agent setups for common use cases. Apply a template to instantly get optimized SOUL.md, PERSONA.md, RULES.md, TOOLS.md, and MEMORY.md files — then customize from there.
120+ templates available
How Templates Work#
A template is a bundle of pre-written markdown configuration files (SOUL.md, PERSONA.md, RULES.md, TOOLS.md, MEMORY.md) designed for a specific agent role. When you apply a template, it overwrites your current config files with the template's versions. Your skills, memories, and credentials are not affected.
Open Configuration
Go to your Dashboard and open the Config tab.
Browse Templates
Click Browse Templates to see all available templates. Use the category filter or search bar to narrow results.
Preview & Apply
Click a template to preview its config files. When ready, click Apply Template. Your agent's behavior updates immediately — no rebuild needed.
Customize
Edit any config file after applying to fine-tune the template for your needs. Templates are starting points, not locked configurations.
Templates overwrite configs
Template Categories#
Templates are organized into 17 categories. Each category contains multiple specialized agent roles.
| Category | Examples | Best For |
|---|---|---|
| Support | Customer Support, Email Triage, Live Chat, Ticket Escalation, Knowledge Base Manager | Teams handling customer inquiries and support tickets |
| Productivity | Personal Assistant, Project Manager, Smart Notes, Meeting Facilitator | Individual productivity and team coordination |
| Development | Developer Assistant, Code Reviewer, DevOps/SRE, API Designer, Database Admin | Software teams and technical workflows |
| Marketing | Content Creator, Social Media Manager, SEO Specialist, Campaign Manager | Marketing teams and content production |
| Sales | Sales Outreach, Lead Qualifier, Demo Specialist, Account Manager | Sales pipelines and customer acquisition |
| Business | Strategy Consultant, Competitive Analyst, Business Analyst | Business intelligence and strategic planning |
| Creative | Creative Director, Podcast Producer, Video Script Writer, Brand Strategist | Creative production and brand management |
| Finance | Financial Advisor, Tax Planner, Invoice Manager, Expense Tracker | Financial analysis and accounting tasks |
| Data & Analytics | Data Analyst, BI Specialist, ETL Pipeline Manager, Reporting Agent | Data processing and insight generation |
| Education | Tutor, Course Creator, Quiz Generator, Research Guide | Learning, training, and educational content |
| HR | Recruiting Agent, Onboarding Specialist, Policy Advisor, Employee Engagement | Human resources and talent management |
| Legal | Legal Compliance, Contract Reviewer, Policy Drafter, IP Advisor | Legal review and compliance tasks |
| Healthcare | Healthcare Assistant, Appointment Scheduler, Symptom Checker | Healthcare coordination (non-diagnostic) |
| E-Commerce | E-Commerce Manager, Inventory Tracker, Product Catalog Agent | Online retail and product management |
| IT & Infrastructure | IT Help Desk, Network Monitor, Cloud Cost Optimizer | IT operations and infrastructure management |
| Security | Cybersecurity Analyst, Incident Responder, Vulnerability Scanner | Security monitoring and threat analysis |
| Operations | Operations Manager, Supply Chain Agent, Quality Assurance | Operational workflows and process automation |
Featured Templates#
Here are some of the most popular templates to get you started.
Customer Support#
An empathetic support agent that handles tickets, resolves issues, and escalates when needed. Optimized for first-contact resolution with professional, warm communication.
- Empathy-first responses with acknowledgment before solutions
- Auto-captures customer context and interaction history
- Built-in escalation rules and SLA awareness
- Pairs well with Discord, Slack, or Gmail skills
Developer Assistant#
A senior-level coding partner that reviews code, debugs issues, architects solutions, and writes production-ready code. Follows clean code principles and modern best practices.
- Code review with security and performance analysis
- Terminal access for running builds, tests, and git commands
- Architecture guidance with trade-off analysis
- Pairs well with GitHub skill for PR management
Research Assistant#
A thorough researcher that investigates topics, compiles reports, and cites sources. Designed for academics, analysts, and anyone synthesizing information from multiple sources.
- Multi-source research with web browsing and scraping tools
- Structured reports saved to workspace files
- Fact-checking and source citation
- Pairs well with Deep Research and Web Browser skills
DevOps / SRE#
A site reliability engineer that monitors infrastructure, runs diagnostics, responds to incidents, and automates operational tasks.
- Server monitoring with terminal and HTTP tools
- Automated health checks via workflows
- Incident response playbooks in RULES.md
- Pairs well with Gmail (alerts) and Slack (notifications)
Sales Outreach#
A sales agent that crafts personalized outreach, qualifies leads, tracks pipeline stages, and follows up consistently. Designed for B2B sales workflows.
- Personalized messaging based on prospect research
- Pipeline stage tracking with memory system
- Follow-up scheduling and cadence management
- Pairs well with Gmail, Twitter, and CRM integrations
What's in a Template#
Each template provides up to 6 configuration files, each targeting a different aspect of agent behavior:
| File | Purpose | Example Content |
|---|---|---|
| SOUL.md | Core identity, mission, and values | Agent name, role, communication principles, never-break-character rules |
| PERSONA.md | Voice, tone, and formatting style | Concise vs. detailed, formal vs. casual, emoji usage, response structure |
| RULES.md | Behavioral guardrails | Always/never lists, escalation criteria, compliance requirements |
| TOOLS.md | Tool usage patterns and priorities | Which tools to prefer, error handling, when to use terminal vs. API |
| MEMORY.md | Memory schema and capture rules | What to remember, categories, deduplication behavior, privacy rules |
| WORKFLOWS.md | Suggested automation workflows | Daily review, escalation handler, scheduled reporting |
Building Custom Templates#
You can create your own agent configuration by editing config files directly in the Config tab. Start from a template, then customize each file to match your exact requirements. See Agent Configuration for details on each config file.
Template recommendations