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Metis AI
Docs/Projects & teams

Projects & teams

Team presets

Team presets save roles, instructions, and relationships for reuse. Importing creates a new team with its own identities and chats.

1 min readUpdated: October 2026
An agent-oriented project with three sample agents. Captured in an isolated Metis test instance with fictional sample data (October 2026).
An agent-oriented project with three sample agents

An agent-oriented project with three sample agents. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Step by step

  1. 01

    Open Team presets in an agent project or during project creation.

  2. 02

    Choose a saved preset or create a draft with Make a preset with AI.

  3. 03

    Review roles, prompts, colors, and supervisor relationships.

  4. 04

    Save the preset or import the reviewed draft into the project.

Saved presets

  • Library
  • Metis presets
  • Custom presets
  • Review and import

Save current team

Requires an existing agent team.

  • Save team as a preset
  • Metadata
  • Relationships

Make a preset with AI

  • Describe the goal
  • Choose a model
  • Generate
  • Progress
  • Stop

Review your team

  • Edit agents and prompts
  • Add and remove
  • Supervisors
  • Save/Import

Manage presets

  • Update
  • Save as new
  • Delete
  • Effects on imported teams

Good to know

  • A preset does not transfer old chat history or runtime identities.
  • An AI draft does not automatically create a team.
  • Deleting a saved preset does not remove teams already imported from it.

Troubleshooting

If generation fails, check the model connection and error message. After successful generation, edit the draft before importing it.

Troubleshooting guide

Related articles

Create a projectProject overviewChat visibilityProject picture, color, and icon
PreviousAgent teamsNextTeam overview
Back to homepageReport an issue

On this page

Step by stepSaved presetsSave current teamMake a preset with AIReview your teamManage presetsGood to knowTroubleshooting
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Documentation
Overview
Getting started
QuickstartChoose an installationWhat is Metis?Accounts and initial setupConnect your first providerYour first taskSign inInstall on LinuxInstall on macOSInstall on Windows
Chat & context
Navigation & chatsCompose messagesResponses & tool callsAnswer questionsApprove actionsSearch & quick actions
Workspace
Agent overviewCanvasPlansMemoryFilesTerminalBrowserDesktopsServer monitorArrange the workspaceExport workspaces
Projects & teams
Create a projectProject overviewChat visibilityProject picture, color, and iconProject instructionsProject memoryProject skillsProject filesProject notesAgent model defaultLet agents manage the teamMembers & invitationsAgent teamsTeam presetsTeam overview
Notes
Notes & scratchpad
Agent Hub
SkillsConnections / MCPsCustom modes & rulesGlobal agent rules
Settings
GeneralModels — ConnectionsAgent — Runtime & memoryDevices — Remote clientsAdmin / ChatsUpdatesSearch settingsAttachments and file sizeSubagent modelToken compressionPreview compressionSounds and notificationsNotification deliverySet up voice inputChoose a microphoneRecording and streamingDictionaryConfigure the browser previewManage website dataWebsite and source code
Models & providers
AgentDeep ResearchPlanAskGauntletCursorOpenAIAnthropicGoogle GeminixAI / GrokOpenRouterOllama / LocalOpenAI-compatibleOpenAI CodexClaude CodeGoogle AntigravityGrok BuildOpenCodeModel options
Account & sharing
ProfileNotificationsUsage & costsShare chatsPublic shares
Guides & operations
Charts, graphs & mediaAutomationsOperate your installationTroubleshootingSet up a complete projectWork on a connected PCResearch and produce a reportGlossary and scopes

Popular starting points

Getting startedQuickstartGo from installation to your first verifiable task: set up Metis, connect a model, and start with a small request.Getting startedChoose an installationNative installation is recommended for Linux, macOS, and Windows. Install Metis on the computer or server that will run it, then pGetting startedWhat is Metis?Metis is your self-hosted workspace for AI agents. Conversations, files, browser, tools, and persistent context stay together. YouGetting startedAccounts and initial setupOn first launch, you set up the instance with an administrator account. The single-use operator token confirms your authority to mGetting startedConnect your first providerMetis needs model access to generate responses and run agent tasks. Setup displays authentication methods supported by the selecteGetting startedYour first taskCheck your setup with a small task whose result you can assess directly. You can then add files, browser access, or project contexGetting startedSign inSign in with an account on the relevant Metis instance. Your displayed profile name may differ from your login username.
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