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Create and edit agent presets

A mode is an agent preset: the instructions Oda follows, the capabilities and skills it may use, and the model it starts on. Agent modes introduces the modes that come with DataMind Oda. This page shows how to build one of your own in Settings > Agent presets, and how to change or remove it later. To choose a mode for a task instead, see Choose a mode for a new task.

Create a preset

  1. Open Settings > Agent presets.
  2. Click New preset, or open a preset's card menu (for example Actions for Standard mode) and choose Duplicate to start from that preset. A duplicate arrives named <name> copy and keeps the source preset's description.
  3. Use Start from to choose which preset the new one copies: The new preset copies the model, capabilities and instructions of this preset. The original stays unchanged. A copy also keeps the source preset's skills choice.
  4. Fill in the fields below, then click Save. While it saves, the button reads Saving…; Cancel closes the editor without saving.

Presets that come with DataMind Oda, and presets installed for you, are read-only: their cards carry no Edit or Delete, and a change to one is refused with Built-in and installed presets cannot be changed. Duplicate the preset and edit the copy. Duplicate it and edit your copy; the presets you make sit under Custom.

To build a preset by conversation instead, choose Let the agent help me create a preset in the Custom group: it starts a task in Creator mode where you describe the preset and Oda creates it. While mode selection for new tasks is off, the row is disabled and explains: Turn on mode selection for new tasks to start Creator mode.

The fields in the editor

The switches turn the preset's own parts on and off; the editor does not build a new capability into a preset. To give a preset a part it does not carry, the preset itself is built that way (Preset compositions).

If the preset, the model list or the skill list cannot be read, the editor says so with the reason, for example Could not read the models: <reason>.

Choose the skills

Skills sets which skills Oda may use under the preset, including the ones you start yourself with /name:

The model

What the editor checks before a save

The editor checks the form first and shows what to fix:

If the app itself refuses the change, the editor stays open with Could not change the preset: <reason>. The reason can be, for example:

Save and delete

Questions, answered

Why can't I edit a preset that comes with DataMind Oda?

Presets that come with DataMind Oda, and presets installed for you, are read-only. A change to one is refused: Built-in and installed presets cannot be changed. Duplicate the preset and edit the copy. Duplicate it, edit the copy and save; your presets live under Custom.

Why was my save refused?

The editor names what to fix, for example Enter a name., The instructions are too long. or Choose a model from the list or use the default model. (What the editor checks before a save). If the app refuses the change itself, the editor stays open with Could not change the preset: <reason>; an installation that cannot write presets says This application cannot save presets.

What can I write in the instructions?

Your own guidance for chats on this preset: how the work should be done, what to check first, what to avoid. Instructions add to Oda's own guidance and never replace it. You can insert {{model}}, {{cwd}} (the folder the chat works in) and {{provider}}; any other double-brace word is refused when you save, and the instructions can run up to 32,768 characters.

Can the editor add a capability the preset does not list?

No. The switches turn the preset's own parts on and off; the editor does not build a new part into a preset. A switch for a part the preset does not offer is refused: The preset has no switchable row "<capability>".

Why can't I change the skills on a preset?

Either the preset's Use skills capability is off, which locks the Skills section (Turn on “Use skills” to choose skills.), or the preset sets its skills in a way the editor cannot rewrite, so the choice does not appear at all. A skill your organisation requires is always kept and cannot be unticked.

Do skills I install later join a preset automatically?

Only with All skills or All except selected: both keep skills added later available. With Only selected, a skill added later stays out until you add it to the list.

What happens to a selected skill that is no longer installed?

It stays in the list, marked Not installed, and stays selected; the preset saves as usual. Deselect it if you no longer want it.

What if the model a preset names is no longer available?

The preset uses the default model instead, and the editor and the card say so. Pick another model from the list, or go back to Use the default model. A model saved earlier that has since left the list is kept, and the preset still saves unchanged; a newly picked model that is not offered is refused.

Do my changes reach chats that have already started?

No. A chat that has already started keeps the version it began with, and the helpers it starts join that version. Chats that start after the save use the new version, and a new chat that is still blank picks the change up as well. No restart is needed.

Can I rename my preset?

Yes. Open it with Edit, change the Name and save. The code under the preset's name is its id, made from the name when the preset was created; renaming does not change it, and you never need to type it.

What happens to my default when I delete a preset?

Deleting the preset you set as your new-task default clears that choice, and new tasks use the application default again. A chat that ran on the deleted preset cannot be resumed after it closes.