Worker Presets & Creation Wizard

Spawn a production-grade AI worker for your project in 30 seconds. 12 polished presets з smart defaults + 3-step wizard з warnings + live preview.

TL;DR

Open Workspace → click + Add у pill bar
Pick preset card (e.g. "Market Analyst") — usually closest match
Tweak if needed → Create
Worker ready з clean role-prompt + relevant skills auto-attached

Якщо preset не підходить — From scratch tile creates blank worker. Power users можуть Show advanced form → для full control.

What is a preset

A preset = pre-configured worker template з тюнованими defaults:

Label + icon (можна змінити)
Model (Sonnet / Opus / Haiku) — sensible default per role
Tools (Read, Write, Bash etc.) — minimal set для ролі
Max turns — reasonable per task complexity
System prompt — role-specific експертиза (TAM/SAM/SOM для analyst, story arc для pitch-coach, etc.)
Context skills — relevant skills auto-attached (наприклад market-analysis для Market Analyst)

Усі 12 presets — generic templates: ніяких brand references, ніяких character names, ніяких посилань на нашу internal infrastructure. Spawn-ниш analyst — отримуєш Market Analyst для твого продукту, не для Arc OS.

The 12 canonical presets

Engineering / Core (6)

Preset	Coverage
Consultant 💬	Read-only research, advisory, architectural suggestions
Developer 💻	Full repo access, ships code, runs tests
UI/UX Designer 🎨	Layouts, design tokens, accessibility, mockups
Knowledge Archivist 📚	Wiki curator, docs organization, knowledge base
Sentinel 🛡️	Security audits, multi-tenancy, secrets management
Product Owner 🤖	Roadmap, scoping, user-first decisions, trade-offs

Startup operations (6 — додано у Phase 66)

Preset	Coverage
Market Analyst 📊	TAM/SAM/SOM, SWOT, Porter's Five Forces, PEST
Growth Strategist 🚀	AARRR funnel, ICP, channels, A/B testing, LTV/CAC
Fractional CFO 💰	Unit economics, runway, 3-scenario forecasts, pricing
Pitch Coach 🎤	One-liner, story arc, 15-slide deck rule, Q&A prep
Legal Advisor ⚖️	Entity choice, founder agreements, IP, GDPR/CCPA
Customer Researcher 🔍	Mom Test, hypothesis-driven, cohort retention

The 3-step wizard

Step 1 — Identity

Grid of 12 preset cards + "From scratch" tile. Pick один → переходиш до Step 2 з усім pre-filled. Picked preset вказаний кольорами роль-specific токенів (analyst = індиго, growth = clay, cfo = sage green…).

Поле Label editable — change на щось специфічне для свого продукту (e.g. "Acme Market Analyst").

Step 2 — Capabilities

3 групи settings:

Model:

Sonnet — балансовано, recommended default (most cases)
Opus — slow + expensive, найкраще reasoning (security audits, complex refactors)
Haiku — fast + cheap, прості задачі (formatting, classification)

Tools (toggle buttons):

Read / Glob / Grep — file inspection (read-only)
Write / Edit — file modification (write tools)
Bash — shell commands (execution)
WebSearch / WebFetch — external research

All toggle вмикає усі tools одночасно (для unrestricted dev/exec ролі).

Max turns — скільки tool-use циклів за одну відповідь. Defaults sensible per role (chat=10, terminal=20).

Warnings

Wizard auto-detect-ить підозрілі combos:

⚠️ "Read-only role with write tool" — наприклад consultant preset + checked Write. Likely misconfiguration.
⚠️ "Worker has tools but cannot Read" — без Read tool — most prompts will fail.

Можна ignore (force pick) — warning informational, не блокуючий.

Step 3 — Instructions

Текстове поле з system prompt (preset auto-filled, можна редагувати). Plus Skills picker — multi-select з твого project's skills_global (40+ generic + project-specific).

Live preview block показує що worker реально побачить на першому повідомленні:

# 📊 Market Analyst
Model: claude-sonnet-4-5
Tools: Read, Glob, Grep, WebSearch, WebFetch
Skills: market-analysis

--- System Prompt ---
Ти — Market Analyst цього проекту...

Click Create worker → preset saved у workers_registry, worker з'являється у WorkerSelector pill bar.

What happens behind the scenes

Коли worker spawned і ти chat-ишся:

PROMPT TO CLAUDE = 
  SYSTEM_PROTOCOL (15 baseline rules — same for all workers)
  + worker.system_prompt (preset-specific role)
  + CLAUDE.md (your project context)
  + Context-router skills (auto-matched by your message triggers)
  + USER MESSAGE

Baseline (workflow + quality rules) injected automatically — твій preset фокусується тільки на role-specific експертизі без дублювання "P0>P1>P2", "Cite sources", "DoD includes docs" тощо.

Architecture deep-dive

Customizing a preset

"I want pitch-coach але з власним фокусом на B2B"

Step 1 → pick Pitch Coach
Step 3 → edit system prompt → add "Focus exclusively on B2B SaaS pitches (enterprise sales cycle)" після existing core directives
Add skills якщо є project-specific knowledge

Customized worker зберігається у YOUR project's workers_registry.json — independent від canonical preset. Майбутні preset updates won't override your customization.

"I want a worker NOT covered by any preset"

Click From scratch tile (Step 1):

Label/icon empty
Sonnet default
Read+Glob+Grep tools default
Empty system prompt

Заповни Step 2 + Step 3 manually. Wizard same warnings apply.

"I want the old monolithic form"

Click Show advanced form → у wizard header. Opens legacy form з усіма полями одразу. Useful коли:

Bulk-creating presets через JSON-like input
Configuring prompt_style: 'gsd' (not exposed у wizard)
Setting focus_dirs array (not yet у wizard)

Editing existing workers

WorkerSelector pill bar → click ⚙️ icon on worker → opens WorkerStudio modal з form (not wizard — edit mode завжди uses full form). All fields editable, changes saved on Save.

Built-in workers (builtin: true у registry) НЕ можна delete — лише override config.

API access

For programmatic worker creation:

# List presets
curl -H "Authorization: Bearer $TOKEN" \
     https://your-domain/api/crm/workers/presets

# Create worker у проекті
curl -X POST -H "Authorization: Bearer $TOKEN" \
     -H "Content-Type: application/json" \
     -d '{"label":"My Worker","icon":"🤖","model":"claude-sonnet-4-5","tools":["Read"],"system_prompt":"..."}' \
     https://your-domain/api/crm/projects/myproject/workers

Full API reference

FAQ

Q: Чи можу я published мій custom preset як global template?

A: Не зараз. Custom presets живуть у workers_registry.json твого projектy. Roadmap: preset marketplace (#228 part 2 — окрема issue).

Q: Чи можуть worker preset-и автоматично оновлюватися?

A: Ні — once saved, твоя config independent. Це навмисно (no surprise behavior changes). Якщо хочеш latest preset — delete + recreate.

Q: Скільки workers можу мати у проекті?

A: Залежить від plan: Free=5, Starter=25, Starter Cloud=150. Billing & Plans.

Q: Worker icon — emoji чи custom image?

A: Both. Emoji default. Через Show advanced form → Upload PNG/GIF/WebP — image stored as project asset, rendered у pill bar.