Class: ActiveAgent::Dashboard::AgentTemplate

Inherits:
ApplicationRecord show all
Defined in:
lib/active_agent/dashboard/app/models/active_agent/dashboard/agent_template.rb

Overview

Pre-built agent templates for quick agent creation.

Templates provide starting configurations for common use cases like code assistance, research, writing, and browser automation.

Examples:

Creating an agent from a template

template = ActiveAgent::Dashboard::AgentTemplate.find_by(slug: "code-assistant")
agent = template.create_agent_for(user)

Constant Summary collapse

CATEGORIES =

Categories

%w[
  productivity
  development
  research
  creative
  data
  automation
].freeze

Class Method Summary collapse

Instance Method Summary collapse

Methods inherited from ApplicationRecord

for_owner, owner_association, table_name

Class Method Details

.seed_defaults! ⇒ Object

Seed default templates



71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
 
# File 'lib/active_agent/dashboard/app/models/active_agent/dashboard/agent_template.rb', line 71

def self.seed_defaults!
  templates = [
    {
      name: "Code Assistant",
      slug: "code-assistant",
      description: "A helpful coding assistant that can explain code, suggest improvements, and help debug issues.",
      category: "development",
      provider: "openai",
      model: "gpt-4o",
      preset_type: "terminal",
      appearance: { hat: "fedora", heldItem: "terminal" },
      instruction_sets: %w[github ruby rails typescript],
      tools: %w[terminal code filesystem],
      model_config: { temperature: 0.3 },
      instructions: "You are a senior software engineer with expertise in multiple programming languages. Help users with:\n- Code explanations and reviews\n- Debugging issues\n- Suggesting best practices\n- Writing tests\n\nAlways explain your reasoning and provide examples when helpful.",
      icon: "💻",
      featured: true,
      free_tier: true
    },
    {
      name: "Research Assistant",
      slug: "research-assistant",
      description: "Helps research topics, summarize information, and organize findings.",
      category: "research",
      provider: "anthropic",
      model: "claude-sonnet-4-20250514",
      preset_type: "research",
      appearance: { hat: "safari", heldItem: "magnifyingGlass" },
      instruction_sets: %w[github python],
      tools: %w[fetch search memory],
      model_config: { temperature: 0.5 },
      instructions: "You are a thorough research assistant. Help users by:\n- Searching for relevant information\n- Summarizing complex topics\n- Organizing findings into clear reports\n- Identifying key insights and patterns\n\nAlways cite sources when available and distinguish between facts and opinions.",
      icon: "🔍",
      featured: true,
      free_tier: true
    },
    {
      name: "Writing Assistant",
      slug: "writing-assistant",
      description: "Helps with writing, editing, and improving text content.",
      category: "creative",
      provider: "openai",
      model: "gpt-4o",
      preset_type: "writing",
      appearance: { hat: "fedora", hatAccessory: "feather", heldItem: "scroll" },
      instruction_sets: [],
      tools: %w[edit translate],
      model_config: { temperature: 0.7 },
      instructions: "You are a skilled writer and editor. Help users with:\n- Writing and editing content\n- Improving clarity and flow\n- Adjusting tone for different audiences\n- Grammar and style corrections\n\nMaintain the author's voice while suggesting improvements.",
      icon: "✍️",
      featured: true,
      free_tier: true
    },
    {
      name: "Browser Automation",
      slug: "browser-automation",
      description: "Automates web browsing tasks like form filling, data extraction, and testing.",
      category: "automation",
      provider: "anthropic",
      model: "claude-sonnet-4-20250514",
      preset_type: "playwright",
      appearance: { hat: "fedora", hatAccessory: "theaterMasks", heldItem: "browser" },
      instruction_sets: %w[typescript],
      tools: %w[playwright filesystem],
      model_config: { temperature: 0.2 },
      instructions: "You are a browser automation specialist. Help users by:\n- Navigating web pages\n- Filling out forms\n- Extracting data from websites\n- Testing web applications\n\nAlways wait for page loads and handle errors gracefully.",
      icon: "🎭",
      featured: false,
      free_tier: true
    },
    {
      name: "Data Analyst",
      slug: "data-analyst",
      description: "Analyzes data, creates visualizations, and provides insights.",
      category: "data",
      provider: "openai",
      model: "gpt-4o",
      preset_type: "documentAnalysis",
      appearance: { hat: "fedora", heldItem: "document" },
      instruction_sets: %w[python],
      tools: %w[code database filesystem],
      model_config: { temperature: 0.3 },
      instructions: "You are a data analyst. Help users by:\n- Analyzing datasets\n- Creating visualizations\n- Finding patterns and insights\n- Generating reports\n\nExplain your methodology and provide clear interpretations of results.",
      icon: "📊",
      featured: true,
      free_tier: true
    },
    {
      name: "DevOps Assistant",
      slug: "devops-assistant",
      description: "Helps with infrastructure, deployments, and system administration.",
      category: "development",
      provider: "openai",
      model: "gpt-4o",
      preset_type: "terminal",
      appearance: { hat: "fedora", heldItem: "terminal" },
      instruction_sets: %w[docker kubernetes aws gcp],
      tools: %w[terminal filesystem code],
      model_config: { temperature: 0.2 },
      instructions: "You are a DevOps engineer. Help users with:\n- Infrastructure setup and management\n- CI/CD pipeline configuration\n- Container orchestration\n- Cloud resource management\n\nAlways prioritize security and follow best practices.",
      icon: "🚀",
      featured: false,
      free_tier: true
    },
    {
      name: "PlaywrightMCP Demo",
      slug: "playwright-mcp-demo",
      description: "Free browser automation demo using Playwright MCP. Navigate sites, take screenshots, and extract content.",
      category: "automation",
      provider: "anthropic",
      model: "claude-sonnet-4-20250514",
      preset_type: "playwright",
      appearance: { hat: "fedora", hatAccessory: "theaterMasks", heldItem: "browser" },
      instruction_sets: [],
      tools: %w[playwright],
      mcp_servers: {
        playwright: {
          command: "npx",
          args: [ "-y", "@anthropic/mcp-server-playwright" ]
        }
      },
      model_config: { temperature: 0.2, max_tokens: 4096 },
      instructions: "You are a browser automation assistant using Playwright MCP.\n\nAvailable actions:\n- browser_navigate: Go to a URL\n- browser_snapshot: Get the accessibility tree\n- browser_click: Click on an element\n- browser_type: Type text into an input\n- browser_take_screenshot: Capture the page\n- browser_wait_for: Wait for text or element\n\nGuidelines:\n1. Always take a snapshot first to understand the page\n2. Use element refs from snapshots for interactions\n3. Wait for page loads before taking actions\n4. Handle errors gracefully\n5. Limit yourself to 10 steps maximum\n\nAlways describe what you see and what actions you're taking.",
      icon: "🎭",
      featured: true,
      free_tier: true
    }
  ]

  templates.each do |template_attrs|
    find_or_create_by!(slug: template_attrs[:slug]) do |t|
      t.assign_attributes(template_attrs)
    end
  end
end

Instance Method Details

#create_agent_for(owner, name: nil) ⇒ Object

Create an agent from this template for a user/account



38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
 
# File 'lib/active_agent/dashboard/app/models/active_agent/dashboard/agent_template.rb', line 38

def create_agent_for(owner, name: nil)
  agent_class = ActiveAgent::Dashboard::Agent

  agent = agent_class.new(
    name: name || self.name,
    description: description,
    provider: provider,
    model: model,
    instructions: instructions,
    preset_type: preset_type,
    appearance: appearance,
    instruction_sets: instruction_sets,
    tools: tools,
    mcp_servers: mcp_servers,
    model_config: model_config,
    status: :draft
  )

  # Set owner based on mode
  if ActiveAgent::Dashboard.multi_tenant? && owner.respond_to?(:id)
    agent. = owner
  elsif owner.respond_to?(:id)
    agent.user = owner if agent.respond_to?(:user=)
  end

  if agent.save
    increment!(:usage_count)
  end

  agent
end