Agent Templates
Jumpstart your AI agents with our library of ready-made templates tailored to common business scenarios. Customize them to fit your exact needs without starting from zero.1. Access the Template Library
- Navigate to Agents → Create New Agent → Use Template.
- Browse by:
- Use Case: Sales, Support, Booking, Follow-Up
- Industry: Real Estate, Healthcare, SaaS, E-commerce
- Goal: Lead Qualify, Book Demo, Collect Payment
2. Preview & Select
| Template | Best For | Key Features |
|---|---|---|
| Real Estate Closer | Follow-up on leads | Qualifies budget, books viewings |
| Appointment Booker | Service businesses | Syncs with GHL/Calendar |
| Support Bot | Inbound helpdesk | Transfers to human on escalation |
| Debt Collector | Finance | Polite reminders, payment links |
- Click Preview to hear a sample call.
- View full prompt, tools, and settings.
3. Customize
- Edit prompt to match your brand voice.
- Change LLM, voice, or language.
- Add/remove tools (e.g., SMS follow-up, CRM tag).
- Save as “My Custom Template” for reuse.
4. Deploy
- Assign to a phone number or campaign.
- Launch immediately or schedule.
All templates are whitelabel-ready — your clients see only your branding.