Customizing a pack

A pack is a starting point. Its agents, room, project and folders are ordinary parts of your workspace, and nothing about them is locked because a pack put them there.

Editing a pack's agents

Open the agent and click the settings button at the top of its page. From there you can change:

Name, avatar and Job Title, which show wherever the agent appears.
Instructions, the agent's standing brief. Change a line or rewrite it.
Plugins, the apps it can work in. See Giving an agent access to an integration.
Skills, guides for particular kinds of work, like a status update or a proposal. See Skills.
Memory, what the agent remembers about your work. See Agent memory.

The agent keeps its conversations through every edit. Changes apply from its next reply or run.

If an agent doesn't earn its place, delete it from the same settings panel's menu.

Changing the room

The pack's room is an ordinary room. Rename it, change its Brief, add or remove agents and people, and choose which agent answers by default. See What is a room?.

Reshaping the project

Name and description: click them at the top of the project and type.
Columns: the board's columns are the project's statuses. Add, rename, recolour and reorder them on the board itself.
Tasks: edit, reassign to a different agent, or delete them like any other task.

Putting tasks on a schedule

Open a task that has an agent assigned and set its Frequency: Run now, Run once, Hourly, Daily, Weekdays, Weekly or Monthly. For daily kinds, pick a time. The card then shows when the agent runs next.

Setting a schedule is often the first change people make to a pack, so the agents start doing the work on their own.

Swapping sample content for your own

Keep the structure the pack gave you: the room, the project and its columns, the folders.
Clear the sample content with Clear demo data (from the banner on the workspace home, or Settings, General, Manage). See Installing and uninstalling packs.
Fill that structure with real work.