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Agent Templates

Prebuilt agents ready to deploy.

Every template ships with a tested opening, qualifying questions, CRM mappings, and compliance defaults. Pick one, customize, and launch in days.

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Missed Call Recovery Agent

Best for

Any business with inbound phone leads

What it does

Calls back missed inbounds in <60s, qualifies, books.

Sample opening

Hey, I'm Ava with [Business]. Looks like we missed your call a minute ago — wanted to make sure you got taken care of.

Moving Quote Follow-Up Agent

Best for

Moving & relocation

What it does

Re-engages quote requests, books estimate visits.

Sample opening

Hi, this is Mia from [Moving Co] following up on your quote — got a quick minute to lock in your move date?

Dental Booking Agent

Best for

Dental offices

What it does

Books cleanings, checks insurance, confirms.

Sample opening

Hi, this is Dr. Sage's office — would you like to grab a cleaning slot this week?

Med Spa Consultation Agent

Best for

Med spas, aesthetics

What it does

Qualifies treatment interest, books consults.

Sample opening

Hi, this is Lumen at [Spa] — wanted to help you find a consultation that fits your schedule.

Auto Repair Estimate Agent

Best for

Auto repair shops

What it does

Books drop-offs and triages urgent issues.

Sample opening

Hi, this is Ranger from [Shop] — what's going on with the vehicle?

Roofing Storm Lead Agent

Best for

Roofing, storm response

What it does

Speed-to-lead on storm campaign inbounds.

Sample opening

Hi, calling about your inspection request after the storm — want to get on the schedule this week?

Legal Intake Agent

Best for

Law firms, intake

What it does

Structured intake, conflict check, consult booking.

Sample opening

Hi, this is the intake line for [Firm]. I'll ask a few quick questions so we can get you in front of the right attorney.

Recruiting Screening Agent

Best for

Staffing, recruiting

What it does

Phone screens, schedules interviews.

Sample opening

Hi, calling about the [Role] application — got a few minutes for a quick screen?

Past Customer Reactivation Agent

Best for

Local services

What it does

Win-back calls with an offer.

Sample opening

Hi, this is [Brand] — it's been a while since we worked with you and I wanted to share something.

Review Request Agent

Best for

Reputation building

What it does

Calls happy customers, sends review links.

Sample opening

Hi, this is [Brand] following up on your recent visit — got 60 seconds?

Payment Reminder Agent

Best for

AR, collections

What it does

Polite reminders with pay-by-text.

Sample opening

Hi, this is a friendly billing reminder from [Brand].

After-Hours Receptionist

Best for

Service businesses

What it does

Triages emergencies, books non-urgent.

Sample opening

Hi, you've reached [Brand]'s after-hours line. Is this an emergency?

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