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Use the .customize.yaml files to tailor agent behavior, personas, and menus while preserving your changes across updates.

When to Use This

  • You want to change an agent’s name, personality, or communication style
  • You need agents to remember project-specific context
  • You want to add custom menu items that trigger your own workflows or prompts
  • You want agents to perform specific actions every time they start up
Prerequisites
Keep Your Customizations SafeAlways use the .customize.yaml files described here rather than editing agent files directly. The installer overwrites agent files during updates, but preserves your .customize.yaml changes.

Steps

1. Locate Customization Files

After installation, find one .customize.yaml file per agent in:

2. Edit the Customization File

Open the .customize.yaml file for the agent you want to modify. Every section is optional — customize only what you need. Sections marked Replaces overwrite the agent’s defaults entirely. Sections marked Appends add to the existing configuration.

Agent Name

Change how the agent introduces itself:

Persona

Replace the agent’s personality, role, and communication style:
The persona section replaces the entire default persona, so include all four fields if you set it.

Memories

Add persistent context the agent will always remember:
Add custom entries to the agent’s display menu. Each item needs a trigger, a target (workflow path or action reference), and a description:

Critical Actions

Define instructions that run when the agent starts up:

Custom Prompts

Create reusable prompts that menu items can reference with action="#id":

3. Apply Your Changes

After editing, recompile the agent to apply changes:
The installer detects the existing installation and offers these options: For customization-only changes, Recompile Agents is the fastest option:

Troubleshooting

Changes not appearing?

  • Run npx bmad-method install and select Recompile Agents to apply changes
  • Check that your YAML syntax is valid (indentation matters)
  • Verify you edited the correct .customize.yaml file for the agent

Agent not loading?

  • Check for YAML syntax errors using an online YAML validator
  • Ensure you did not leave fields empty after uncommenting them
  • Try reverting to the original template and rebuilding

Need to reset an agent?

  • Clear or delete the agent’s .customize.yaml file
  • Run npx bmad-method install and select Recompile Agents to restore defaults

Workflow Customization

Customization of existing BMad Method workflows and skills is coming soon.

Module Customization

Guidance on building expansion modules and customizing existing modules is coming soon. For now, see BMad Builder for creating custom agents and workflows.