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Demos & factory reset

Demos help you skip the cold-start blank page. Each demo pack drops a ready-to-edit set of Companies, workers, and routines into your workspace — pick one close to your situation, install it, then rewrite the prompts to match. Installation is additive (it never overwrites), so you can install several packs side by side. The same tab also holds the factory reset for wiping everything back to a clean slate.

Demo packs

Each pack is a tile with an icon, title, tagline, a short description, and counts of how many 🏢 Companies / 👤 workers / ⏱ routines it adds. Click ⬇ Install pack to drop it in. A confirmation summarizes what was created — Companies, workers, routines, plus any starter Library docs, goals, projects, and tasks. Open the Companies tab to find the new arrivals.

Because installs are additive and every pack uses fresh IDs, installing the same pack twice (or several different packs) never collides — you just get more to work with. Edit or delete anything afterward as normal.

🔥 Factory reset

The card at the bottom wipes your workspace back to a clean slate. To run it, click Begin factory reset…, type RESET in the confirmation box, then 🔥 Wipe my workspace.

A reset deletes all of your: Companies, workers, routines, Plans, tasks, conversations, Library items, projects, goals, and the audit log. After it runs you’ll be told what was deleted and asked to restart the app to reset in-memory state and re-seed the defaults.

What survives a factory reset:

  • 🎩 Theodor and 🎨 Designer — the two workspace-scope workers are re-seeded, so you’re never left with nobody.
  • Provider API keys — your connected providers aren’t part of what the reset clears, so they stay put. (They’re stored in the app’s local database, encrypted at rest since v0.9.268 — see Providers.)

In practice

Use a demo pack to learn the shape, not as your final setup. A pack is worth installing to see how Companies, workers and routines fit together — then rewrite each worker’s mission and prompt for your actual business. A pack left unedited produces generic output, and it’ll be your own fault rather than the model’s.

Installs are additive and use fresh IDs, so you can layer a second pack alongside the first without collisions. That also means installing the same pack twice gives you duplicates — check before re-running.

Export a backup before a factory reset. Reset workspace data in General soft-deletes into Trash for 30 days; the factory reset here does not — it’s permanent and not recoverable from Trash.

What survives a factory reset: Theodor and the Designer are re-seeded, and your provider connections stay. What doesn’t: every Company, worker you created, conversation, task, plan, routine and Library item.

Terms in this page

  • Demo pack — a ready-made set of Companies, workers, and routines you can install in one click to start from something instead of nothing.
  • Additive install — adding a pack’s contents alongside what you already have, never replacing it.
  • Fresh IDs — each installed item gets brand-new unique identifiers, so repeat installs don’t clash.
  • Routine — a scheduled job a worker runs automatically (e.g. a daily summary); packs can include some.
  • Factory reset — wiping the workspace back to a clean, default state.
  • Audit log — the record of actions taken in the app; a factory reset clears it.
  • Workspace-scope worker — a worker that belongs to the whole install rather than one Company; Theodor and Designer are the two, and they survive a reset.
  • Provider configs — your connected providers and their keys, stored separately from the workspace content a reset clears, so a reset leaves them in place.
  • Soft-delete vs permanentReset workspace data (General) moves items to Trash for 30 days; factory reset (here) removes them for good.