1. Onboarding: 20 questions
Your team or the client answers these once. Clear one and press Build: the agent stays off and asks for it.
2. The config those answers produced
This file is the only thing that changes per client. The template and its code stay the same.
3. The agent's work today
Code decides what happens to each quote, so the rules hold every time. The model only writes the words, and each draft passes checks before a person sees it.
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4. Copying it for the next client
- Pick another client at the top. The questions, code and checks are the same, and only the answers change.
- Press Build. New config, new approver, new channel, and no prompt was hand-edited.
- The other four agents use this same shell, each with its own questions and its own tool connections.