Agent Templates

Pre-built AI agent configurations for common call centre use cases. Deploy in minutes.

Real Estate Lead Qualification
Real Estateintermediate
Qualify buyer leads by budget, location, timeline. Book viewings with qualified leads.
Budget qualificationLocation matchingTimeline assessment
Insurance Claims Intake
Insuranceintermediate
Collect claim details, verify policy info, route to appropriate department.
Policy verificationClaim type routingDocument collection
Appointment Setter
Healthcarebeginner
Book appointments, check availability, send confirmations. Works with any calendar.
Availability checkReal-time bookingSMS confirmation
Customer Support Triage
Generalbeginner
Handle support inquiries, troubleshoot issues, escalate when needed.
Issue categorizationKB searchTroubleshooting steps
Debt Collection
Financeadvanced
Professional collections calls with compliance-first approach. Payment plan negotiation.
FDCPA compliantPayment negotiationPlan setup
Telecom Customer Service
Telecomintermediate
Handle billing inquiries, plan changes, technical issues for telecom customers.
Billing inquiriesPlan upgradesTechnical troubleshoot
Customer Satisfaction Survey
Generalbeginner
Post-service CSAT survey. Collect ratings, feedback, and identify at-risk customers.
NPS scoringOpen-ended feedbackAt-risk detection
E-Commerce Order Support
E-Commercebeginner
Order status, returns, exchanges, and shipping inquiries for online stores.
Order trackingReturn initiationExchange process
Streaming Service Retention
Streamingadvanced
Retain cancelling subscribers with personalized offers and content recommendations.
Cancellation interceptOffer presentationContent recommendations
Healthcare Receptionist
Healthcareintermediate
Schedule appointments, handle prescription refills, route to departments.
Appointment schedulingPrescription refillsDepartment routing