Guide
Templates
Start from a role, including Engineer and Receptionist.
Templates are starting points in the Add agent gallery. Each one sets a role, skills, preferred tools, and starter tasks you can send later. Nothing in a template creates a routine or a queued task, and picking one does not spend credits.
The gallery
| Template | Id | What it is for |
|---|---|---|
| Customer Support Specialist | customer-support | Triage customer messages and draft replies the owner can send. |
| Finance/Bookkeeping Assistant | finance-bookkeeping | Sort income and costs and flag gaps. Does not file returns. |
| Web Developer | web-developer | Plan a small site change, make it, and say how to check it. |
| SEO & Marketing | seo-marketing | Outline pages and titles. Does not invent rankings or traffic. |
| Social Media Manager | social-media | Draft posts and replies. Does not publish unless asked. |
| Sales/Lead Qualifier | sales-qualifier | Summarise an enquiry and the questions still open. |
| Recruiter/HR | recruiter-hr | Turn a role into a brief and compare a profile fairly. |
| Legal Document Reviewer | legal-review | Summarise a document and flag clauses. Not legal advice. |
| Market Analyst | market-analyst | Research a market: competitors, pricing, size and trends, with sources you can check. |
| Researcher | researcher | Look things up and keep the links the search actually returned. |
| Data Analyst | data-analyst | Read tables the owner pastes. Does not invent rows or causes. |
| Project Manager | project-manager | Restate the goal, the next steps, and what can slip. |
| Copywriter | copywriter | Draft clear text and a shorter version. Claims stay tied to facts. |
| IT Helpdesk | it-helpdesk | Next checks for a technical problem. Never asks for a password. |
| E-commerce Ops | ecommerce-ops | Draft order, stock, and refund notes from details the owner provides. |
| Garage/Workshop Front Desk | garage-front-desk | Take the vehicle and the symptom, and draft a booking note. |
| Receptionist/Phone Agent | receptionist | Draft what to say, the message to pass on, and a time to offer. |
| Engineer | engineer | Diagnose a car, machine, or circuit from a photo or a diagram. |
Engineer
Diagnose a car, machine, or circuit from a photo or a diagram.
Id engineer. Suggested name: Engineer.
Skills planted with the agent:
- Identify a part. Name a part from a photo and say what is still uncertain.
- Read a diagram. Read an exploded diagram or manual page and cite the region.
- Safe next step. Give one check with a safety caveat and a stop condition.
Starter tasks are suggestions. They are not queued until you send them.
- Identify this part
- Read this diagram
- Next safe check
Receptionist
Draft what to say, the message to pass on, and a time to offer.
Id receptionist. Suggested name: Reception.
Skills planted with the agent:
- Take a message. Capture a call or visit as a message the owner can act on.
- Offer a time. Draft words that offer a time the owner has already freed.
Starter tasks are suggestions. They are not queued until you send them.
- Take this message
- What to say
- Offer a time
Garage front desk
Take the vehicle and the symptom, and draft a booking note.
The API quickstart uses this template id, garage-front-desk, alongside receptionist.