AGENT GUIDE

Built-in Agents.
Your team, inside the vault.

HammerLock AI comes with 11 built-in agents, ranging from general help to specialist workflows for strategy, legal research, finance, operations, writing, wellness, content, and more. Switch between them anytime. Your conversations stay encrypted regardless of which agent you use.

Quick Start

  1. Open the Agents tab in the sidebar (next to Commands)
  2. Click any agent to activate it — you'll see the agent name in the top bar
  3. The agent's quick commands appear in the Commands tab and in the empty state
  4. Switch agents anytime — your conversation history stays, only the AI's behavior changes
  5. Create your own agents with the + Create Custom Agent button

🔨HammerLock AI

Best for: Anyone who wants a general-purpose private assistant

What it does: General chat, planning, summaries, research, and day-to-day assistant work with encrypted memory

Tips for best results

  • Use it as the default starting point when you're not sure which specialist to pick
  • Ask broad questions first, then switch into a specialist agent when the work becomes domain-specific
  • Have it summarize a long thread before handing off to a specialist
  • Use it to orchestrate notes, PDFs, and follow-up tasks across the rest of your setup
›Try: "Summarize what we've discussed so far and tell me the three most important next steps."

🎯Strategist

Best for: Founders, CEOs, business development leads

What it does: Competitive analysis, go-to-market planning, M&A due diligence, investor deck feedback

Tips for best results

  • Start by describing your business in 2-3 sentences — the Strategist will remember this context for the whole conversation
  • Ask it to challenge your assumptions: "What am I missing in this go-to-market plan?"
  • Use it for framework-driven analysis: "Run a SWOT on my current position" or "Map my competitive landscape"
  • Upload competitor pitch decks as PDFs and ask for a comparative analysis
›Try: "I'm launching a B2B SaaS for compliance teams in fintech. Help me map the competitive landscape and find the gaps."

⚖️Counsel

Best for: Legal professionals, compliance officers, founders navigating regulations

What it does: Regulatory research, contract review, compliance memos, risk assessment

Tips for best results

  • Always specify the jurisdiction: "Under California law..." or "Per EU GDPR requirements..."
  • Upload contracts as PDFs and ask: "Flag any unusual clauses or missing protections"
  • Use it for research, not advice — it will always remind you to consult a licensed attorney
  • Ask for IRAC format when you want structured legal analysis (Issue, Rule, Analysis, Conclusion)
›Try: "Review this vendor agreement and flag any one-sided terms, missing IP protections, or liability concerns."

📈Analyst

Best for: Financial advisors, portfolio managers, founders doing fundraising math

What it does: Financial modeling, scenario analysis (bull/base/bear), earnings digests, market sizing

Tips for best results

  • Give it numbers first — the Analyst works best when you provide specific data points
  • Ask for structured scenarios: "Build a bull/base/bear case for this acquisition"
  • Use it for quick market sizing: "What's the TAM/SAM/SOM for [industry] in [region]?"
  • Combine with web search: "Search latest Q4 earnings for [company] and summarize the key takeaways"
›Try: "I'm raising a Series A at $15M pre. Our ARR is $1.2M growing 15% MoM. Help me build the financial model for the pitch."

📚Researcher

Best for: Enterprise analysts, academics, anyone doing deep-dive research

What it does: Literature review, evidence synthesis, source evaluation, structured reports

Tips for best results

  • Be specific about scope: "Research the last 3 years of studies on [topic]" vs. "Tell me about [topic]"
  • Ask it to evaluate source quality: "How credible is this? What's the methodology?"
  • Use web search + Researcher together for real-time research with academic rigor
  • Request structured outputs: "Give me background, methodology, findings, analysis, and limitations"
›Try: "Search for recent studies on employee retention in remote-first companies. Synthesize the findings and note any conflicting evidence."

🔧Operator

Best for: Project managers, ops leads, founders wearing many hats

What it does: Task breakdown, SOP creation, status tracking, process optimization

Tips for best results

  • Start with the outcome: "I need to launch [X] by [date]. Break it down for me."
  • Use it as a daily standup partner: "Here's what I did today, what should I focus on tomorrow?"
  • Ask for SOPs when you find yourself repeating a process: "Create an SOP for our onboarding flow"
  • Have it prioritize: "I have 12 tasks. Help me rank them P0/P1/P2."
›Try: "I'm shipping a product update next Friday. Here's what's left: [list]. Help me prioritize and create a day-by-day execution plan."

❤️Coach

Best for: People working on habits, fitness, recovery, and practical wellness plans

What it does: Workout planning, meal prep, habit building, recovery guidance, and realistic accountability

Tips for best results

  • Give it your current level, constraints, injuries, and schedule before asking for a plan
  • Ask for plans that fit real life: 20 minutes, no equipment, tight budget, or travel weeks
  • Use it for habit systems, not just workouts: sleep, hydration, meal prep, consistency
  • Treat it as coaching support, not medical advice
›Try: "Build me a 4-day workout plan I can actually stick to with dumbbells and 30 minutes a day."

💸Money

Best for: Anyone budgeting, paying down debt, planning savings, or organizing personal finances

What it does: Budgeting, debt payoff plans, savings goals, expense reviews, and plain-English financial breakdowns

Tips for best results

  • Bring numbers: income, debt balances, interest rates, recurring bills, and savings goals
  • Ask for side-by-side payoff strategies like avalanche vs snowball
  • Use it to make spending tradeoffs visible and concrete
  • Treat it as analysis and planning help, not licensed financial advice
›Try: "I make $6,200 a month, have $14k in credit card debt, and want to save for a move. Build me a realistic plan."

📣Content

Best for: Founders, creators, marketers, and anyone publishing regularly

What it does: Social copy, content calendars, hooks, captions, post ideas, and platform-specific content planning

Tips for best results

  • Tell it the platform, audience, and voice before asking for drafts
  • Ask for multiple hooks first if you need stronger top-of-funnel content
  • Use it for batch planning: a week, two weeks, or a full month of content
  • Have it adapt one idea across X, LinkedIn, Instagram, and email
›Try: "Give me 10 LinkedIn hooks for a founder talking about building privacy-first AI software."

🎬Director

Best for: Teams making demos, launch videos, reels, explainers, and scripted marketing content

What it does: Video hooks, scripts, shot lists, demo walkthroughs, voiceovers, and content series planning

Tips for best results

  • Start with the target platform and the outcome you want from the video
  • Ask for a hook plus beat-by-beat shot list, not just a block of copy
  • Use it to turn a feature into a demo narrative people can actually follow
  • Have it propose multiple hooks before locking the script
›Try: "Write a 45-second product demo script for HammerLock AI with the shot list and on-screen text."

✍️Writer

Best for: Anyone who writes: founders, marketers, executives, content creators

What it does: Emails, proposals, blog posts, executive summaries, editing and refinement

Tips for best results

  • Always state the audience: "This is for our investors" vs. "This is for our engineering team"
  • Ask for drafts first, then iterate: "Draft v1, then I'll give you feedback"
  • Use it for editing: paste your text and ask "Make this sharper and cut it by 30%"
  • Specify tone: "Write this like a CEO update — confident but not arrogant"
›Try: "Draft a cold email to a potential enterprise customer. We sell compliance automation for fintech. Keep it under 150 words and end with a clear CTA."

Custom Agents

Need something specific? Build your own agent in 30 seconds:

  1. Go to Agents tab in sidebar
  2. Click + Create Custom Agent
  3. Give it a name, describe its expertise, and set a personality
  4. Choose an icon and color
  5. Your agent is saved to your encrypted vault and persists across sessions

Examples: Deal Reviewer for M&A, Content Calendar Manager, Technical Interviewer, Product Spec Writer, Customer Support Trainer

Pro Tips

  • Combine agents with web search: Ask the Researcher to "search for [topic] and synthesize findings" for real-time research with academic rigor
  • PDF + Agent: Upload a contract to Counsel, an earnings report to Analyst, or a competitor deck to Strategist
  • Persona stacks with agents: Your persona context is shared across all agents, so they know your background and preferences
  • Switch mid-conversation: Start with Researcher for data gathering, switch to Writer for the final report
  • All agents are private: Custom agent definitions are encrypted in your vault. Nobody sees your specialized workflows.