Design agent templates and souls
An agent template defines a reusable responsibility: the kind of agent, its inference profile, operating directives, report format, and optional personality. A soul holds the reusable voice, tone boundaries, coaching style, and anti-sycophancy policy. Keeping those concepts separate lets one personality improve consistently across several templates without copying instructions between them.
Review the template catalog
Open Settings → Agents → Agent Templates. The catalog shows the template kind, model identity, active version, and whether a review needs attention.
The built-in kinds serve different scopes:
- Task Agent works against one task and its linked evidence.
- Day Agent plans and revises a day.
- Project Agent follows a project over time.
- Event Agent follows an event workspace.
- Template Improver supports the versioned one-on-one review process.
Edit a template
Select a template to edit its current configuration. Choose a default inference profile with the tools and modalities the responsibility requires, then optionally assign a soul.
Use the two directive fields deliberately:
- General Directive defines the responsibility, boundaries, and decision rules.
- Report Directive defines what a useful saved report must contain.
Saving an edited template creates a new version, and existing history remains available for audit and rollback. Avoid hiding unrelated responsibilities in one long directive just to reduce the number of templates.
Run a template one-on-one
The template 1-on-1 page frames proposed changes against real wake activity, feedback, performance, and previous sessions. A pending session is a proposal, not an automatic rewrite.
Start the conversation, inspect the evidence, and approve only the changes that improve the responsibility. The approved result becomes another versioned template record.
Keep personality reusable with souls
Open Souls to see the personalities that templates can share. A soul is not another task prompt; it controls how an agent communicates, coaches, and pushes back.
The soul editor keeps four concerns explicit:
- Voice Directive describes the recognizable voice and communication priorities.
- Tone Bounds state what the voice must avoid.
- Coaching Style describes how it helps someone reach a decision.
- Anti-Sycophancy Policy explains when and how it should disagree.
Use concrete behavioral boundaries. “Be helpful” is hard to review; “challenge optimistic launch assumptions and cite the observation that changed your conclusion” can be checked against actual output.
Evolve a shared soul carefully
A soul 1-on-1 draws feedback from every template using that personality. That makes the change powerful: approving it can improve several agents, but a poor change can also affect all of them.
Read the sharing count, proposed feedback summary, and previous recap before starting a personality review. If feedback applies only to one responsibility, change that template instead of teaching the shared soul a task-specific rule.
Return to Run and monitor agents to inspect the instances and wake cycles produced from these blueprints.