Agent Templates Catalog
Every agent starts from a template. Templates define the agent's role, personality, default procedures, and skills. You can customize any template after creation.
Shared Configuration
All templates share the same underlying tool set (a comprehensive set of tools covering file operations, task management, scheduling, messaging, web search, document conversion, and more) and LLM configuration:
| Layer | Default Model | Purpose |
|---|---|---|
| Main LLM | Fast reasoning model | Reasoning, tool use, and conversation |
| Memory LLM | Efficient encoding model | Memory encoding and retrieval |
| System 2 LLM | High-capability reasoning model | Deep thinking for complex analysis |
Model versions shown in agent.yaml are defaults at time of writing and may be updated. Templates only set the starting configuration. You can change the model assignments, procedures, and skills after creating an agent.
Templates
Sales Dev Rep
Qualifies leads, sends personalized outreach, and schedules meetings.
| Procedures | qualify-lead, follow-up-sequence, prepare-demo |
| Skills | lead-qualification, objection-handling, outreach-sequence |
Use cases: Inbound lead qualification, cold outreach campaigns, meeting scheduling, pipeline management.
Content Marketing
Creates content, manages editorial calendars, and optimizes SEO.
| Procedures | create-blog-post, content-audit, social-media-batch |
| Skills | content-brief, editorial-calendar, seo-optimization |
Use cases: Blog post drafting, social media scheduling, content audits, SEO keyword research.
DevOps Engineer
Monitors system health, responds to incidents, and manages deployments.
| Procedures | health-check, deploy-release, incident-postmortem |
| Skills | monitoring-setup, incident-response, deployment-checklist |
Use cases: System health monitoring, deployment automation, incident response, postmortem documentation.
Customer Success
Responds to support tickets, tracks customer health, and identifies upsell opportunities.
| Procedures | escalation-response, quarterly-review, feature-request-triage |
| Skills | health-check, churn-prevention, onboarding-playbook |
Use cases: Ticket triage, quarterly business reviews, churn risk analysis, customer onboarding.
HR Coordinator
Coordinates onboarding, schedules interviews, and manages employee records.
| Procedures | new-hire-onboarding, schedule-interviews, policy-update |
| Skills | onboarding-guide, performance-review, policy-lookup |
Use cases: New hire onboarding checklists, interview scheduling, policy distribution, performance review prep.
Growth Marketing
Analyzes funnels, plans growth experiments, and tracks KPIs.
| Procedures | experiment-design, campaign-report, competitor-analysis |
| Skills | funnel-optimization, ab-testing, campaign-analysis |
Use cases: Conversion funnel analysis, A/B test design, campaign performance reports, competitor benchmarking.
Project Manager
Tracks project status, coordinates teams, and identifies risks.
| Procedures | weekly-status-report, meeting-minutes, risk-review |
| Skills | sprint-planning, status-report, risk-assessment |
Use cases: Weekly status reports, meeting note-taking, sprint planning, risk tracking.
Personal Assistant
Manages schedules, tasks, reminders, and daily productivity.
| Procedures | daily-standup, schedule-meeting, draft-email-response |
| Skills | daily-briefing, email-triage, meeting-prep |
Use cases: Daily briefings, calendar management, email drafting, task prioritization.
Research Assistant
Gathers information, synthesizes findings, and evaluates sources.
| Procedures | conduct-research, compile-report, fact-check |
| Skills | research-methodology, source-evaluation, literature-review |
Use cases: Market research, literature reviews, fact-checking, competitive intelligence.
Developer
Writes code, reviews PRs, debugs issues, and provides technical guidance.
| Procedures | review-pull-request, bug-investigation, write-documentation |
| Skills | code-review, debugging-guide, technical-docs |
Use cases: Pull request reviews, bug triage, technical documentation, architecture discussions.
Quick Reference
| Template | Role Summary | Procedures | Skills |
|---|---|---|---|
| Sales Dev Rep | Lead qualification and outreach | qualify-lead, follow-up-sequence, prepare-demo | lead-qualification, objection-handling, outreach-sequence |
| Content Marketing | Content creation and SEO | create-blog-post, content-audit, social-media-batch | content-brief, editorial-calendar, seo-optimization |
| DevOps Engineer | System health and deployments | health-check, deploy-release, incident-postmortem | monitoring-setup, incident-response, deployment-checklist |
| Customer Success | Support and customer health | escalation-response, quarterly-review, feature-request-triage | health-check, churn-prevention, onboarding-playbook |
| HR Coordinator | Onboarding and HR operations | new-hire-onboarding, schedule-interviews, policy-update | onboarding-guide, performance-review, policy-lookup |
| Growth Marketing | Funnels and experiments | experiment-design, campaign-report, competitor-analysis | funnel-optimization, ab-testing, campaign-analysis |
| Project Manager | Status tracking and coordination | weekly-status-report, meeting-minutes, risk-review | sprint-planning, status-report, risk-assessment |
| Personal Assistant | Schedules and productivity | daily-standup, schedule-meeting, draft-email-response | daily-briefing, email-triage, meeting-prep |
| Research Assistant | Research and synthesis | conduct-research, compile-report, fact-check | research-methodology, source-evaluation, literature-review |
| Developer | Code, PRs, and debugging | review-pull-request, bug-investigation, write-documentation | code-review, debugging-guide, technical-docs |