> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closerx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Templates

> Explore and customize pre-built AI agent templates for quick deployment.

## 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.

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  <iframe width="720" height="400" src="https://www.loom.com/embed/7d2f8a1b9c3e4f1a8b9c0d1e2f3a4b5c" title="Agent Templates - Loom Guide" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />
</CardGroup>

***

### 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.

***

<Note>
  All templates are **whitelabel-ready** — your clients see only your branding.
</Note>