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Agent Templates

Start with pre-configured templates for common workflows. Templates provide pre-set model selection, tools, system prompts, skill sets, and personality configuration.

Using Templates

  1. Navigate to Agents > New Agent
  2. Select a template from the gallery
  3. Customize parameters as needed (model, tools, permissions)
  4. Save and start using your agent

Template Categories

Development

TemplateDescription
Code AssistantFull-stack development with file editing, terminal, and browser tools
Code ReviewerRead-only analysis with structured feedback and security scanning
DevOps EngineerDocker, CI/CD, infrastructure management

Research

TemplateDescription
Research AnalystWeb search, document analysis, structured report generation
Data AnalystCode execution, visualization, statistical analysis

Productivity

TemplateDescription
Writing AssistantContent creation with style adaptation
Project ManagerTask decomposition, progress tracking, team coordination

Creating Custom Templates

Save any configured agent as a reusable template:
  1. Configure an agent with your desired settings
  2. Navigate to Agent Settings > Save as Template
  3. Add a name, description, and category
  4. The template becomes available in your workspace gallery

Pipeline Templates

For complex multi-step workflows, use Pipeline Templates (powered by PipelineWizard):
  • Defined as YAML frontmatter in Skill files
  • Include discovery questions, role templates, and task graph seeds
  • Generate a connected Kanban task DAG from a template
See Kanban & Orchestration for details on pipeline workflows.