Customizing a pack

A pack is a starting point. Everything it installed is yours — rename agents, rewrite their prompts, restructure projects, reorganize folders, throw out what you don't want. This article walks through the common edits and a few that catch readers out.

Everything is editable

The four things a pack installs are ordinary workspace objects — nothing about them is read-only because of how they arrived:

Agents — rename, change the Job Title, rewrite the system prompt, toggle skills and tools.
Projects — rename, restructure status columns, add or remove tasks, change views.
Folders and pages — rename, move, edit body content, delete.
AI Schedules on tasks — activate, change cadence, turn off.

If you decide a pack-supplied agent doesn't earn its keep, delete it. If you want to fold two pack projects into one, do it. The pack tag stays on what's left, but the contents follow your edits.

Editing a pack-supplied agent

Open /ai/agents, click the agent's card to open its detail page. The editable fields are:

Name and Job Title. Show up everywhere the agent appears.
System prompt. The agent's standing instructions. Edit one line or rewrite the whole thing.
Skills. A set of toggleable capabilities (research, drafting, summarization, more). Each one can carry custom guidance.
Tools. What the agent can do in the workspace — read a page, post to the inbox, create a task. Toggle on or off per agent.

The agent keeps its chat history and run timeline through every edit. Your changes apply from the next message or scheduled run forward.

Editing a pack-supplied project

Open the project from the sidebar, then click the project name to open settings. Three tabs:

General — name, description, default view.
Statuses — the kanban columns. Rename, reorder, recolor, add new ones, delete.
Members — humans who can see and edit the project.

Tasks edit in place inside the board, table, or detail panel — same as any task. Add new tasks, reassign the pack's tasks to a different agent, delete the ones you don't use.

Activating an AI Schedule on a pack task

The pack ships its tasks with a suggested cadence on the card — "Daily," "Weekly" — but no live schedule until you set one. Open a task, scroll to AI Schedule, set Frequency (Daily / Weekly / Run once and others), Time, and Days for weekly cadences. Save, and the agent runs the task on that cadence from then on.

This is the most common customization for a new pack. The suggested cadences are a sensible default; tune them to your timezone and rhythm before they fire for the first time.

Renaming things safely

Renames are safe — relationships in Claos use stable IDs, not names. Rename an agent and every reference (assigned tasks, chat history, runs in the conversation sidebar) keeps pointing at the same agent. Rename a project and links from the sidebar, search, and any KB pages that mention it update automatically.

The one thing a rename changes is the URL slug. Slug changes create automatic redirects, so links you've already shared still work — but the new URL is what teammates see going forward.

Replacing demo content with your real data

The recommended pattern is:

Keep the structure the pack installed — projects, status columns, folders.
Wipe the [Demo] content — search the knowledge base by [Demo] and delete those pages.
Fill the structure with your real work — new pages in the same folders, new tasks in the same projects.

This lets the pack do its job (giving you the shape) without leaving sample data side by side with your real outputs.