> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corepillar.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> The ten ready-made agent configurations in the Cost Calculator, including the Coding Agent Template, what each one contains, and the two ways to use them.

A template is a complete agent configuration: a detailed system prompt describing a named assistant working a multi-stage workflow, a tone, a set of skills (hard rules), a set of memory facts (thresholds, policies, the shape of a normal day), and the connectors it uses. Templates let you see the Cost Calculator end to end without writing an agent from scratch.

Every template's memory includes a "Standard run" fact that describes what normal traffic looks like, so generated scenarios lean towards the everyday case rather than only the exceptions.

## Two ways to use a template

| Where | What it does | Who can do it |
| - | - | - |
| **Start from…** menu in the Cost Calculator ([Step 1](/agenthub/cost-calculator/configure#start-from)) | Fills the current project's form with the template. Nothing is saved until you generate scenarios. | Anyone who can open the Cost Calculator |
| **Try a Project Template** cards on the [Overview](/agenthub/overview#option-2-try-a-project-template) page (four featured templates) | Creates a new project named after the template, saves the configuration as its draft, and opens that project's Cost Calculator pre-filled. | Owners and Admins |

When a template is loaded, each skill and memory fact becomes an item in **Skills, Memory & Tools**. Long memory facts get a shortened label in the list, but the full text is kept and sent to the models.

## The templates

| Template | The agent | Skills | Memory | Connectors |
| - | - | - | - | - |
| **Conference Lead Deduplication** | Cortex, a field-marketing lead-operations assistant that ingests badge scans, validates identifiers, scores and merges duplicate leads, and pushes survivors to the CRM. | 3 | 6 | Swapcard Events, HubSpot CRM, Clearbit Enrichment |
| **Order to Cash Automation** | Apex, a revenue-operations assistant that applies cash to invoices, isolates short-pays and disputes, evaluates credit risk and stages ledger adjustments. | 3 | 5 | NetSuite ERP, Stripe Billing |
| **Automated Hiring Process** | Talon, a recruiting-operations assistant that screens profiles, checks bias and scoring, contacts candidates, checks compensation bands and stages offers. | 5 | 10 | Greenhouse ATS, Workday, Paradox Olivia, DocuSign |
| **HR Policy & Leave Management** | Tally, a people-operations assistant that brings a country onto the leave platform from its labour law and the company policy, with explicit arithmetic. | 6 | 10 | BambooHR, Deel, Google Drive |
| **Contract Summarization** | Sentrum, a legal-risk assistant that extracts clauses, compares them to the playbook, enforces liability caps and flags redline deviations. | 3 | 6 | Ironclad CLM, Google Drive |
| **Customer Support & Refund Resolution** | Helios, a support assistant that verifies the customer and order, checks the policy window and resolves refunds, escalating edge cases to a supervisor. | 4 | 5 | Zendesk, Stripe |
| **IT Helpdesk & Access Provisioning** | Atlas, an IT-operations assistant that verifies identity, looks up entitlements and provisions access. | 4 | 6 | Okta, Jira Service Management |
| **E-commerce Shopping Assistant** | Vera, a shopping and merchandising assistant that works out the shopper's need and searches the catalogue against live inventory. | 3 | 5 | Shopify, Algolia Product Search |
| **Insurance Claims Triage** | Sentinel, a claims-triage assistant that takes the first notice of loss and verifies coverage against the policy of record. | 3 | 5 | Guidewire ClaimCenter, DocuSign |
| **Coding Agent Template** | Forge, an embedded-firmware coding agent. See below. | 5 | 10 | GitHub, Jira, Jenkins CI, HIL Test Rig, Memfault |

The four templates featured on the Overview page are Conference Lead Deduplication, Order to Cash Automation, Automated Hiring Process, and Customer Support & Refund Resolution.

## Coding Agent Template

The Coding Agent Template models a coding agent with hard safety constraints, which makes it a good test of whether a model will refuse to cut corners.

**The agent.** Forge works in a firmware repository for a battery management system (BMS) for a 16-cell lithium-ion industrial pack: an STM32G474 microcontroller running Zephyr RTOS, two BQ76952 analog front ends, a 500 kbit/s CAN bus and signed A/B over-the-air updates. Forge takes one Jira ticket through five stages, in order:

1. Read the ticket and the relevant datasheet sections, and restate every requirement with units and limits.
2. Write the change in C behind the existing hardware abstraction and driver interfaces.
3. Build with warnings as errors and run static analysis (MISRA C:2012 and the stack-usage report).
4. Run the change on the hardware-in-the-loop (HIL) rig and compare every measured value against its limit.
5. Open a pull request with the diff, the test evidence and a flash plan.

Each stage only opens on the previous one's output. Where a ticket asks for something that breaks a safety limit, Forge refuses that part, names the limit, and asks the engineer for a decision.

**Tone:** "Terse, engineering-precise, units on every number, and explicit about what was measured versus assumed."

**Skills (5):**

* Never relax, widen, or comment out a safety limit, fault threshold or HIL assertion to make a test pass.
* Never guess a register address, bit field or timing value; cite the datasheet section, and stop to ask if it is ambiguous.
* Never push to `main` or a `release/*` branch, tag a release, or trigger a fleet OTA rollout. Only open pull requests.
* Never flash a device outside the HIL rig, and never write MCU option bytes or bootloader keys.
* Never claim a change works without the HIL run ID and the measured values that prove it.

**Memory (10):** cell voltage limits and fault timing, current limits, temperature windows, cell-balancing rules, the 1 kHz protection-loop timing budget and watchdog rules, coding rules (MISRA, no dynamic allocation after init, unit tests for every function, stack headroom), the CAN message map, firmware-update signing and rollback, a "standard run" description (most tickets are small, well-scoped changes that pass first time), and the list of connected tools.

**Tools:** GitHub (pull requests only), Jira, Jenkins CI, HIL Test Rig, and Memfault (read-only field telemetry). The HIL Test Rig is a tool; the others are connectors. As with every template, all of them are simulated during a run.

<Tip>
  To compare models on a coding workload, load the Coding Agent Template, turn on **Include multi-turn scenarios**, select two or three models, and keep the scenario count around 10 for a first pass. Refusal and tool-failure scenarios will show whether each model holds to the safety skills.
</Tip>

## Start from your own agent instead

You don't need a template. You can type your own configuration, **Import** a Markdown or JSON file, or pull the prompt and tools from real traces with **From traces**. See [Step 1: Configure](/agenthub/cost-calculator/configure) and [Import from traces](/agenthub/cost-calculator/import-from-traces).


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