Templates to help you define how your AI agent thinks, behaves, and communicates.
How it works:
Each agent in OpenClaw is guided by a set of simple text files. You download the templates below, fill them in using any text editor (Notepad, TextEdit, Word), then upload them in the portal under Agents → Edit → Agent Files. No technical knowledge required.
Each agent in OpenClaw is guided by a set of simple text files. You download the templates below, fill them in using any text editor (Notepad, TextEdit, Word), then upload them in the portal under Agents → Edit → Agent Files. No technical knowledge required.
Download All Templates
All 7 files in one zip — fill them in and upload directly to your agent
How to Upload Agent Files
- Open your Configuration Portal and go to Agents
- Click Edit on the agent you want to configure
- Scroll to Agent Files
- Click the upload arrow ⇧ next to the file you want to upload
- Select your filled-in template file
- Repeat for each file
- Click Save
Tip: You do not need to upload all 7 files. Start with SOUL.md and IDENTITY.md — these are the most important ones.The 7 Agent Files
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SOUL.md Most Important
The personality, purpose, and rules of your agent. This is the most important file — it defines everything about how your agent behaves.
What to fill in: Your agent's name, role, what it can and cannot do, how to escalate to a human, and your company's tone and style. Think of it as a briefing document for a new employee.
Download SOUL.md |
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IDENTITY.md
Your agent's name, role, and persona in a few lines.
What to fill in: The agent's name (e.g. “Sarah”, “Max”), their role (e.g. “Sales Assistant”), and a one-line description of their personality.
Download IDENTITY.md |
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AGENTS.md
The operating rules your agent always follows — boundaries, escalation rules, and communication style.
What to fill in: When to escalate to a human, what the agent should never do, and how multiple agents should interact if you have more than one.
Download AGENTS.md |
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USER.md
Describes who your customers are and what they typically need.
What to fill in: A short description of your typical customer — who they are, what they usually ask for, and what channel they are contacting you on.
Download USER.md |
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HEARTBEAT.md
Defines how your agent behaves when idle, when something goes wrong, and outside business hours.
What to fill in: Your business hours, what the agent should say when a tool is unavailable, and how to handle customers who contact outside working hours.
Download HEARTBEAT.md |
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TOOLS.md
Lists which tools your agent is allowed to use — calendar, email, web search, CRM, and so on.
What to fill in: Which tools are enabled for this agent and any specific rules about how to use them. Delete sections for tools you are not using.
Download TOOLS.md |
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BOOT.md
Startup instructions — what the agent loads first and in what order when it starts.
What to fill in: Your timezone, the channel your agent operates on, and any startup behaviour specific to your business. Most customers can leave this mostly as-is.
Download BOOT.md |
Tips for Writing Great Agent Files
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Be specific, not generic
Instead of “be helpful”, write “help customers track their orders by asking for their order number and looking it up in the system.” The more specific you are, the better your agent performs.
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Write like you are briefing a new employee
Imagine you are writing instructions for someone joining your team on their first day. What do they need to know? What should they never do? What would make a customer happy?
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Start simple, improve over time
You do not need perfect files on day one. Start with a basic SOUL.md and IDENTITY.md, watch how your agent performs, and refine the files based on real conversations.
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Delete what you do not need
Every template has sections you may not need. Delete them. A short, focused file performs better than a long one with sections that do not apply to your business.
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Need help writing your agent files?
Our support agent Sina is happy to help you get started.
Cloud Acropolis — OpenClaw Business Agency · Security · Reliability · Performance
