How-To Guides
Task-oriented procedures. Assumes you already have a running agent (see Tutorials if not — the wizard runs with zero setup).
| Guide | When to read |
|---|---|
| Customize & deploy | You've evaluated via the wizard and now want to fork, rename, and ship your own image |
| Fork checklist (fast path) | Terser version of the above for experienced forkers |
| Add a custom skill (A2A card) | You want A2A callers to dispatch a named capability — a card skill, distinct from the SKILL.md skills below |
| Configure subagents | You want specialized delegates beyond the shipped researcher |
| Reusable workflows | You want declarative multi-step recipes (*.yaml) the agent can run on demand |
Skills (SKILL.md) | You want to drop in reusable, auto-retrieved skill instructions in the AgentSkills SKILL.md format |
| Connect MCP servers | You want to plug external tools into the agent via the Model Context Protocol (stdio / HTTP) |
| Plugins | You want drop-in packages that add tools, skills, routes, background surfaces, subagents and managed MCP servers without forking (Discord + Google ship this way) |
| Plugin console views | You want a plugin to add its own left-rail icon + view (dashboard) to the console |
| Install & publish plugins (git URLs) | You want to install a plugin from a git URL, or publish one as a shareable repo (tools + skills + subagents + workflows + views) |
| Goal mode | You want the agent to pursue a standing goal across turns, not just answer one-shot |
| Schedule future work | You want the agent to defer tasks to itself ("remind me tomorrow", recurring sweeps) — local sqlite or Workstacean-backed |
| Discord surface | You want the agent reachable from Discord (the first-party discord plugin) |
| Google (Gmail + Calendar) | You want the agent to read mail / manage the calendar (the google plugin) |
| Spawn CLI coding agents (ACP) | You want the agent to drive a CLI coding agent (e.g. protoCLI) over the Agent Client Protocol |
| Delegates (agents & endpoints) | You want to manage the agents + endpoints your agent talks to via delegate_to (a2a / openai / acp), hot-swappable from the console |
| React + Tauri UI | You want the multi-chat React console and to package it for desktop |
| Wire Langfuse + Prometheus | You need traces and metrics in production |
| Run multiple instances | You want several scoped agents (data isolation) on one host |
| Deploy via GHCR | You're ready to ship and want auto-deploy wired up |
| Releasing | You're cutting a versioned release (semver bump → image → GitHub release) |
| Build an operator fork (Roxy) | You're building a portfolio-manager / operator agent on top of the template |
| Sync a fork from upstream | Your fork needs to pull fixes + features down from the template (merge-not-squash) |
| Sandboxing & egress | You want to fence the filesystem + outbound network |
| Eval your fork | You want a baseline pass-rate for the tools / memory / A2A surface in your fork |