Agent Templates

Bundled Templates

Eight templates are seeded on every first boot (global, tenant_id = NULL):

Slug	Category	Best For
executive-assistant	Productivity	Calendar management, email triage, meeting prep, follow-ups
research-analyst	Research	Web research, competitive intelligence, structured reports
it-helpdesk	IT	Troubleshooting, ticket management, user onboarding, IT policy
content-writer	Marketing	Blog posts, technical docs, marketing copy, social media
code-reviewer	Engineering	PR reviews, security scanning, architectural feedback
data-engineer	Data	SQL queries, ETL design, data modeling, warehouse optimization
project-manager	Productivity	Task tracking, status reports, risk management
security-analyst	Security	Vulnerability scanning, compliance checks, threat modeling

Using a Template

TUI

/template list          # browse all available templates
/template use research-analyst   # activate for next session

Web Dashboard

Go to Agents → pick a template → click Start Session.

API

POST /v1/sessions
{ "template_slug": "code-reviewer" }

That session keeps a frozen copy of the template's system prompt and model override. Updating or unpublishing the template later does not silently change existing sessions.

Creating Custom Templates

Via API

POST /v1/templates
Authorization: Bearer <admin-token>
Content-Type: application/json

{
  "name": "Sales Development Rep",
  "slug": "sdr",
  "description": "Qualifies leads, drafts outreach emails, and updates CRM notes.",
  "category": "sales",
  "systemPrompt": "You are an expert SDR...",
  "tools": ["*"],
  "isPublished": true
}

Template Fields

Field	Required	Description
name	✓	Display name
slug	✓	URL-safe identifier (kebab-case, unique per tenant)
description	✓	One-line summary shown in the gallery
systemPrompt	✓	The agent's system prompt
category	—	Used for filtering in the gallery
tools	—	["*"] for all tools, or a specific list
modelOverride	—	{ "providerID": "anthropic", "modelID": "claude-opus-4-7" }
isPublished	—	true = visible to all tenant users

Template Scoping

• Templates with tenant_id = NULL are global — visible to all tenants
• Templates with a tenant_id are tenant-scoped — visible only within that tenant
• Tenant-scoped templates override global ones with the same slug

Permissions

Action	Required Permission
View templates	agents.use_templates
Create/edit templates	admin.manage_templates
Delete templates	admin.manage_templates