4.2. Creating Squads¶

Create a squad by choosing a template or configuring agents from scratch. The four-step wizard walks you through basic info, workspace selection, agent configuration, and a final review.

Using Templates¶

The fastest way to get started is with a pre-built template. Open the Squad page from the sidebar and click New Squad to see the template gallery.

Built-in Templates¶

Template	Category	Agents	Best For
Full-Stack Dev Team	Development	Planner, Frontend Dev, Backend Dev, Code Reviewer	Software development with planning and review
Content Team	Content	Planner, Writer, Editor, Translator	Article creation, editing, and translation
Research Team	Research	Planner, Researcher, Analyst, Summarizer	Deep research with analysis and synthesis
Code Review Team	Review	Planner, Security Reviewer, Performance Reviewer, Style Reviewer	Comprehensive code review from multiple angles
Documentation Team	Content	Planner, API Doc Writer, Tutorial Writer, Diagram Creator	Technical documentation with multiple formats

Click a template card to preview its agents and their configurations before creating the squad.

Custom Templates¶

You can save any squad as a reusable template. Once you've fine-tuned a squad's configuration, use the Save as Template action to make it available in the gallery for future use.

The Setup Wizard¶

Step 1: Basic Info¶

Enter a name and an optional description for your squad. Choose a clear name that identifies the team's purpose (e.g., "Auth Module Team", "Blog Content Team").

Step 2: Workspace¶

Select a workspace directory where the squad will store its files. The wizard validates that:

The path exists and is writable
No other squad is using the same directory

The workspace is organized with subdirectories for plans, tasks, agent files, and metadata.

Workspace Location

Choose a location with enough disk space for the expected output. Each squad's workspace is independent and can be backed up or version-controlled separately.

Step 3: Agents¶

Configure the agents in your squad. You can:

Start from a template — Agents are pre-populated from the selected template
Add agents manually — Click Add Agent and choose a role
Import from Profiles — Import an agent configuration from the Cowork agent profile marketplace

For each agent, configure:

Setting	Description
Name	Display name for the agent
Role	Planner, Developer, Reviewer, Writer, or Custom
System Prompt	Instructions that define the agent's behavior and expertise
Tools	Which tools the agent can use (file read/write, memory, search, etc.)
Memory	Enable to give the agent a persistent memory file

Agent Roles¶

Planner — Coordinates the team. Analyzes requests, creates plans, assigns tasks, and tracks progress. Designate exactly one planner per squad.
Developer — Writes and modifies code. Has access to filesystem tools for reading and writing project files.
Reviewer — Reviews output for quality, security, and correctness. Typically has read-only access.
Writer — Creates documentation, articles, and other written content.
Custom — Define a role that doesn't fit the predefined categories. Enter a custom role name and tailor the system prompt.

Step 4: Review¶

Review the complete squad configuration:

Squad name and description
Workspace path
Agent list with roles and tool access
Designated planner agent

Click Create to finalize. The workspace directory is created and initialized automatically.

Managing Squads¶

Editing a Squad¶

Open a squad and modify its configuration — rename it, add or remove agents, change system prompts, or adjust tool access. Changes take effect for the next execution.

Deleting a Squad¶

When deleting a squad, you can choose to:

Keep workspace — Removes the squad from the app but preserves all files on disk
Delete everything — Removes the squad and its workspace directory

Restoring a Squad¶

If you kept the workspace, you can restore the squad later using Restore from Workspace. This reads the .squad-config.json manifest from the workspace directory and recreates the squad entry.