Customizing Templates

The knowledge vault templates are designed to be modified. You can change the structure, add fields, and adapt the content to match your specific workflow.

Modifying the Client Template

The client template at clients/_template/ defines what files exist for every new client. To customize:

Add a Field to context.yaml

Add any YAML field you need:

# Custom fields
industry: "Restaurant"
competitor_urls:
  - "https://competitor1.com"
  - "https://competitor2.com"
monthly_budget: 500
preferred_contact_method: "email"

Pipelines can read these fields when processing client data.

Add a Template File

To add a new file (e.g., competitors.md):

1. Create the file in the template:

touch knowledge/clients/_template/competitors.md

2. Add placeholder content:

# Competitors — `{{AGENCY_NAME}}` Analysis

## Direct Competitors
- [Name](URL) — notes

## Indirect Competitors
- [Name](URL) — notes

## Differentiation
How this client differs from competitors.

3. Reference it in relevant pipeline definitions:

## Flow
4. Read `clients/<client-name>/competitors.md` for competitive landscape.

Modifying Existing Templates

Brief Templates

The brief templates (brief-template-starter.md, etc.) control what information is collected during client onboarding. Add or remove sections as needed for your service offerings.

Proposal Template

Edit knowledge/templates/proposal-template.md to change the structure of generated proposals. The propose pipeline uses this as its skeleton.

Report Template

Edit knowledge/templates/report-template.md to change the structure of monthly reports.

Customizing the System Prompt

The main system prompt at system/CLAUDE.md controls how Claude behaves across all pipelines. Key sections you might want to customize:

• Identity — update with your agency name, contact info, and location
• Tone — adjust the communication style
• Pricing — reference your pricing rules
• Rules — add agency-specific constraints

Keep this file under 100 lines — it loads into every request and affects token costs.

Maintaining Placeholders

When customizing templates, use {{AGENCY_*}} placeholders for any agency-specific values. The setup wizard substitutes these with your real values during configuration. This keeps templates portable if you ever need to re-run the wizard or share templates.