Installing Templates

Install agent and skill templates from the HELIX Marketplace with one click. Templates are downloaded, validated, and configured automatically.

Installing an Agent Template

1. Navigate to the Marketplace and find the agent template you want
2. Click the template card to open its detail page
3. Click Install
4. Review the Install Confirmation modal, which shows:
   • The agent name (auto-renamed if a conflict exists)
   • The department it will be assigned to (creates one if needed)
   • The board it will be added to (creates one if needed)
   • Any skills that will be installed alongside the agent
5. Click Confirm Install

What Gets Created

When you install an agent template:

• A new Agent is created with the template's system prompt and configuration
• A Department is created or reused if one with the suggested name already exists
• A Board is created or reused within that department
• A SOUL.md file is written to the agent's workspace (if the template includes one)
• Referenced Skills are installed and assigned to the agent (if available)

Name Conflicts

If an agent with the same name already exists, the installed agent will be automatically renamed with a suffix (e.g., "Wordsmith (2)").

Installing a Skill Template

1. Navigate to the Marketplace and find the skill template
2. Click the template card to open its detail page
3. Click Install
4. Review the confirmation modal showing the skill details
5. Click Confirm Install

After installation, you can assign the skill to any agent from the Skills page or the agent's detail page.

Plan Limits

Your license plan determines how many marketplace templates you can install:

Plan	Agent Installs	Skill Installs
Trial	Browse only	Browse only
Starter	Up to 3	Up to 5
Pro	Up to 10	Up to 20
Scale	Unlimited	Unlimited
Enterprise	Unlimited	Unlimited

If you reach your limit, you'll see an Upgrade prompt when trying to install.

Some templates may require a minimum plan level (e.g., "Requires Pro"). This is shown as a badge on the template card and detail page.

Uninstalling Templates

1. Go to the template's detail page in the Marketplace
2. If the template is installed, you'll see an Installed badge and an Uninstall button
3. Click Uninstall to remove the agent or skill

Uninstalling an agent template deletes the agent and its associated resources. Uninstalling a skill template removes the skill. Install records are kept (marked inactive) so you can reinstall later.

Viewing Installed Templates

Use the GET /api/marketplace/installed endpoint or check individual template detail pages to see which templates are currently installed in your instance.