Templates and Skills
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Templates, Versions, Overrides, and Skills

Templates are immutable, versioned configuration snapshots. Skills are packaged capabilities. An Agent pins exactly one version, so publishing new material never changes a running Agent until someone explicitly selects and applies it.

For
Template authors and operators
On this page
  1. Know the three Template scopes
  2. Publishing never moves an Agent pin
  3. Forks and source updates
  4. Required Skills
  5. Bootstrap and authoring
01

Know the three Template scopes

Platform Templates are global built-ins. Organization Templates are custom lineages or forks visible within one Organization. Agent Template Overrides are private, Agent-owned snapshots for isolated customization. Each lineage has a stable opaque key that is independent of its display name.

02

Publishing never moves an Agent pin

Publishing creates an immutable next version. A Platform restore also creates a new version rather than moving an active pointer or rewriting history. Existing Agents stay on their exact pinned version until explicitly repinned.

03

Forks and source updates

Editing a built-in creates an Organization fork beginning at Organization version 1. A later Template Update copies the complete newer Platform snapshot and replaces the Organization customization in a new Organization version. Agent Override source updates repin to a complete newer direct source snapshot and leave any private draft untouched.

04

Required Skills

Standalone required Skills must all be assigned. Skills sharing a group key form an at-least-one requirement. An Agent cannot remove the last assigned Skill from a required group, and provider requirements are checked when assignments change. Built-in provider Skills may also mount automatically when their credential is present.

05

Bootstrap and authoring

File-based Platform Template definitions bootstrap missing lineages in a fresh environment only. After a lineage exists, database drafts and published versions are authoritative; redeploying does not overwrite admin-authored content.

Documentation