Editing the First-Task Texts
Change the welcome, instructions, and proposal style for new organizations
The text for a new organization's first task lives in server/src/onboarding-assets/first-task/. It is plain Markdown, so maintainers can change it without editing TypeScript.
Files and placeholders
| File | Purpose |
|---|---|
greeting.md |
The welcome the user sees. |
brief.md |
The hidden /first-task skill invocation. Contains {{proposalMode}}. |
skills/first-task/SKILL.md |
The first-task instructions, including both proposal modes. |
opening-question.json |
The opening card: its prompt and two options. |
chief-of-staff/AGENTS.md |
The first agent's chief-of-staff persona. |
README.md |
A maintainer reference for the files, placeholders, toggle, and update behavior. |
The templates support {{agentName}}, {{organizationName}}, and {{proposalMode}}. EnerBrain Agency fills them when it creates the first agent and first task. The proposal mode is confirmation or plan; the full policy lives in the skill.
How the first-task flow works
The server posts the greeting and an opening card with two options. Nothing runs until the user answers the card or writes a message.
The first agent receives the first-task skill automatically. The first task's hidden description tells it to read and follow that skill; the user does not need to type /first-task. The skill also applies to later replies on that onboarding task, but not to the agent's other tasks.
- Interview me: the agent asks 3–4 questions in one card, then proposes a plan and a team.
- I have a task in mind: the typed text is the task. When it is clear enough, the agent proposes right away. Otherwise it asks 2–3 clarifying questions first.
- A plain message instead of an answer counts as a task.
The agent may create hires or tasks only after the user accepts a confirmation or checkbox card.
Apply an edit
Edit the Markdown with GitHub's web editor or locally, open a pull request, and merge it. A local instance loads the change after its next server restart; Cloud tenants receive it with the next release.
An existing first task keeps its stored description, and an existing first agent keeps its instruction file. The skill is assigned automatically to new onboarding agents; existing agents are not migrated. You can edit the agent's copy of its persona in the app under Instructions.
Skill edits follow normal bundled-skill refresh: agents already assigned the unpinned first-task skill receive its updated policy. The proposal mode saved in each task stays the same.
Choose the proposal form
Open Settings > Experimental and find First task: propose with a plan document. Its setting key is enableFirstTaskPlanProposal, and it is off by default.
- Off: the chief of staff answers a single-task request with one confirmation card.
- On: the chief of staff writes a short plan document and adds a checkbox card.
EnerBrain Agency reads this setting once, when it creates an organization's first task. Changing it later does not alter an existing first task.
EnerBrain Agency