A USEFUL PLACE TO START

A clear job.
An agent you can make your own.

Start with a versioned workflow, useful instructions and tests. Add your business knowledge, connect your tools, and keep improving from there.

7 starting templates

VERSION 1 · VOICE WORKFLOW

After-hours coverage

Handle enquiries when the team is away and prepare the next response.

Callback task creationurgent human routing
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VERSION 1 · VOICE WORKFLOW

Appointment setter

Turn appointment enquiries into clear, qualified booking requests.

Calendar availabilitycalendar booking
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VERSION 1 · VOICE WORKFLOW

Basic Conversational Agent

Answer questions from your business knowledge in a natural conversation, with no tools or transfers to set up first.

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VERSION 1 · VOICE WORKFLOW

Customer follow-up

Run respectful follow-ups and capture a clear customer outcome.

CRM activity updatesuppression-list update
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VERSION 1 · VOICE WORKFLOW

Lead qualifier

Understand a prospect’s needs and capture useful sales context.

CRM lead creationmeeting scheduling
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VERSION 1 · VOICE WORKFLOW

Receptionist

Answer the front desk, understand the request, and route callers with context.

CRM contact lookuplive human transfer
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VERSION 1 · VOICE WORKFLOW

Support agent

Resolve known questions and prepare a useful escalation when human help is needed.

Knowledge retrievalsupport ticket creation
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A starting point you can trace.

Each template has a version, a conversation definition and a test checklist. Your copy is created as an unpublished draft in your own organization. Connecting live business systems remains your choice.

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