Templates
Agent Templates

Pre-Built Templates

Start with a proven script and customize it to your needs. Each template is battle-tested across thousands of real campaigns.

AI-optimized scripts
One-click deploy
Fully customizable

Sales Outreach

Cold and warm calling agent designed to pitch products, handle objections, and book meetings with decision-makers.

B2B SalesSaaSFinancial Services
Use Template
script-preview.txt
Agent: "Hi [Name], this is Alex from [Company]. I noticed your team recently expanded — congratulations! I'm reaching out because we help growing teams like yours reduce operational costs by up to 40% with AI automation. Do you have two minutes to hear how?"

[If interested] → Present value proposition → Book demo
[If objection] → Handle with empathy → Offer case study
[If not now] → Schedule callback → Send email follow-up

Debt Collection

Compliant debt recovery agent that negotiates payment plans with empathy while maintaining firm collection goals.

Financial ServicesHealthcareUtilities
Use Template
script-preview.txt
Agent: "Hello [Name], this is calling from [Company] regarding your account ending in [Last4]. We have an outstanding balance of [Amount]. We'd like to help you resolve this — would you like to discuss payment options?"

[If can pay] → Process payment → Send confirmation
[If needs plan] → Offer installment options → Set up auto-pay
[If disputes] → Log dispute → Transfer to specialist

Appointment Reminder

Automated reminder calls that confirm, reschedule, or cancel appointments. Reduces no-shows by up to 60%.

HealthcareDentalBeauty & Wellness
Use Template
script-preview.txt
Agent: "Hi [Name], this is a friendly reminder from [Clinic]. You have an appointment scheduled for [Date] at [Time] with [Provider]. Can you confirm you'll be attending?"

[If confirms] → "Great, we'll see you then!"
[If reschedule] → Offer alternative times → Update calendar
[If cancels] → Log reason → Offer rebooking

Survey & Feedback

Collect customer feedback, run NPS surveys, and gather market research data through natural phone conversations.

Market ResearchCustomer SuccessRetail
Use Template
script-preview.txt
Agent: "Hi [Name], this is [Company]. We value your feedback and would love to ask you a few quick questions about your recent experience. It'll only take 2 minutes. Is now a good time?"

[If yes] → Ask survey questions → Record responses
[If rating < 7] → "I'm sorry to hear that. Would you like us to have someone follow up?"
[Complete] → Thank and offer discount code

Lead Qualification

Pre-qualify outbound leads with BANT criteria. Route hot leads to sales reps in real time.

B2B SalesReal EstateInsurance
Use Template
script-preview.txt
Agent: "Hi [Name], thank you for your interest in [Product]. I have a few quick questions to make sure we connect you with the right specialist. What's your current [use case]?"

[Budget check] → "What budget range are you considering?"
[Timeline check] → "When are you looking to get started?"
[Authority check] → "Are you the decision-maker for this?"
[If qualified] → Transfer to sales rep immediately

Customer Win-Back

Re-engage churned customers with personalized offers, feedback collection, and tailored incentives to return.

SaaSE-commerceSubscription Services
Use Template
script-preview.txt
Agent: "Hi [Name], this is [Company]. We noticed you haven't been using your account lately, and we miss you! We've made some great improvements since you left. Can I share what's new?"

[If interested] → Present new features → Offer special discount
[If had issues] → Acknowledge and explain fixes → Offer free trial
[If not interested] → Thank them → Ask permission for future contact

Need a Custom Template?

Our AI experts can build a custom agent template tailored to your industry, compliance requirements, and specific use case.