Agent Templates
Templates are pre-built agent configurations that give you a head start. Instead of building from scratch, pick a template that's close to what you need and customize it through chat.
Why start from a template?
- Save time — Each template comes with a configured identity, skills, heartbeat schedule, and recommended integrations.
- Learn by example — See how skills, memory, and heartbeat work together in a real agent.
- Proven patterns — Templates are built around common agent use cases.
- Fully customizable — Everything can be changed through chat after you start.
Available templates
| Template | Heartbeat | Canvas | What it does |
|---|---|---|---|
| Research Assistant | Every 60 min | Topics table, article list, key takeaways card | Researches tracked topics, delivers daily briefings |
| GitHub Ops | Every 15 min | PR queue table, CI status badges, issues table | Monitors repos for CI failures, PR reviews, critical issues |
| Support Desk | Every 30 min | Ticket volume chart, priority breakdown, SLA status | Triages support tickets, escalates P0s, sends digests |
| Meeting Prep | Every 60 min | Upcoming meetings card, attendee notes, action items | Preps briefs before meetings, tracks follow-ups |
| Revenue Tracker | Daily | MRR metric, revenue chart, invoices table | Tracks revenue metrics, flags failed payments |
| Project Board | Every 60 min | Sprint progress, velocity chart, tasks table | Tracks sprint status, collects standups, surfaces blockers |
| Incident Commander | Every 10 min | Service health grid, incidents table, uptime metrics | Monitors service health, pages on-call for outages |
| Personal Assistant | Every 60 min | Habits tracker, reminders list, daily agenda | Habit tracking, morning briefings, proactive reminders |
How templates work
When you select a template, Shogo sets up:
- Identity files —
IDENTITY.mdandSOUL.mdthat define your agent's personality and behavior - Agent instructions —
AGENTS.mdwith detailed behavior rules and canvas strategies - Heartbeat checklist —
HEARTBEAT.mddefining what your agent checks on each scheduled run - Skills — Pre-installed skill files that teach your agent specific capabilities
- Configuration — Heartbeat interval, model settings, and quiet hours
After setup, an onboarding message walks you through what's been configured and how to customize it.