Build once
A specialist agent is defined a single time by the person who knows the job best.
Expertise that lives in one head does not scale
Every service business has jobs only one person does well, because only that person knows how. When they are on holiday, the quality dips. When they leave, the capability leaves.
Templates turn that method into a specialist agent. The expert defines it once: what the agent does, how, to what standard. From then on the whole team can run it.
Versioning keeps it improvable. Refine the template and everyone is running the refinement, not their own remembered variant of it.
How it works
1
Define the agent
The person who knows the job encodes it: the task, the approach, the standard the output must meet.
2
Version it
Every refinement becomes a new version, so the template improves in the open instead of drifting.
3
The whole team runs it
Anyone in the workspace runs the agent and gets the encoded standard, on the shared credit allowance.
What it gives the business
Versioned
Templates carry a version history, so improvements roll out to everyone and nothing silently drifts.
Run by anyone
The whole team executes the same agent, so the output standard stops depending on who happened to do the work.
Covered by the one allowance
Custom agents run on the same credit allowance as every built-in module. No extra line item for your own expertise.
Where it sits
Templates is part of the Brain department of the Service Business OS, included on every plan. One credit allowance covers every module, so there is no per-agent pricing and no surprise line items.
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Questions owners ask
What is an agent template?
A specialist agent your business defines once: the task, the way you want it done, the standards it should meet. Once defined, anyone on the team can run it and get the same quality of output.
What does versioning give me?
Control. When you improve a template, the improvement is a new version, so you can see how the agent has evolved and the whole team is always running the current one.
Who can build templates?
Anyone. That is the point: the person who knows how a job should be done encodes it once, and the rest of the team inherits that standard without being taught it.
Encode the method before it walks out the door
Templates is live now. Start the trial and it is one of the modules unlocked from day one, reading the same clients and projects as the rest of the OS.
Start your 14-day trial
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.
What starting actually involves
- Every module unlocked for 14 days — no feature is held back for a higher plan
- Card details at checkout, nothing charged until day 14
- Cancel before then and you pay nothing
- Setup runs on your own clients and projects, not a demo dataset