Overview
Templates provide pre-configured agents optimized for specific use cases. Start with a template and customize it to match your needs.Available Templates
Customer Support
Perfect for: Customer service teams, helpdesks, technical support Pre-configured with:- Professional greeting and introduction
- Common FAQ structure
- Issue troubleshooting flow
- Escalation paths
- Ticket creation prompts
- Technical support calls
- Product inquiries
- Order status checks
- General customer service
Create Support Agent
Get started with customer support template
Sales Assistant
Perfect for: Sales teams, lead qualification, outbound calling Pre-configured with:- Engaging introduction
- Qualifying questions
- Product presentation structure
- Objection handling
- Appointment booking flow
- Lead qualification
- Product demos
- Sales follow-ups
- Appointment setting
Appointment Booking
Perfect for: Clinics, salons, service providers, consultants Pre-configured with:- Availability checking
- Slot confirmation
- Appointment details collection
- Confirmation and reminders
- Rescheduling handling
- Medical appointments
- Beauty/spa bookings
- Consultation scheduling
- Service appointments
Survey & Feedback
Perfect for: Market research, customer feedback, satisfaction surveys Pre-configured with:- Structured question flow
- Rating scales
- Open-ended questions
- Thank you messaging
- Data collection
- Customer satisfaction surveys
- Product feedback
- Market research
- Post-service follow-ups
Using Templates
Customize
Modify the template to match your specific needs: - Update company name -
Adjust questions - Add your FAQs - Customize greeting
Template Customization
All templates can be fully customized:- Greeting & Introduction: Match your brand voice
- Questions: Add/remove/modify as needed
- FAQs: Replace with your common questions
- Flow: Adjust conversation structure
- Voice: Choose any available voice
- Language: Select from 10+ languages
Best Practices
Start with the Closest Template
Start with the Closest Template
Choose the template that most closely matches your use case, even if it’s not perfect
Customize Gradually
Customize Gradually
Make incremental changes and test after each modification
Test with Real Scenarios
Test with Real Scenarios
Use actual customer scenarios when testing template modifications
Keep What Works
Keep What Works
Templates are battle-tested. Keep proven elements unless you have a specific reason to change them
Creating Without a Template
You can also create agents from scratch:- Skip template selection
- Build your agent configuration step-by-step
- Full control over every aspect
Creating from scratch gives maximum flexibility but requires more setup time
Next Steps
Create Agent
Start with a template
Configuration Guide
Learn how to customize templates