Showing 102 of 102 agents

Mohawk SPC Operator I Outreach Agent

outbound

Calls manufacturing candidates to introduce the SPC Operator I opportunity, qualify interest, answer questions, and encourage the next hiring step.

Sales & SDR

Mohawk SAP SR Functional Analyst Outreach Agent

outbound

Calls SAP professionals to introduce the SAP SR Functional Analyst MDM opportunity, qualify interest, answer questions, and encourage the next hiring step.

Sales & SDR

Survey Collector

outbound

Field research / public health / political polling. Higher response than text/email.

Non-profit · Gov

Deposition Prep Check-in

outbound

48h pre-depo call to witnesses. Confirms attendance, shares prep docs, answers Qs.

Legal · Professional

Nutrition Coach Follow-up

outbound

Weekly accountability calls. Reviews food log, celebrates wins, adjusts plan.

Fitness · Wellness

Volunteer Coordinator

outbound

Schedules volunteer shifts. Sends reminders. Captures feedback post-shift.

Non-profit · Gov

Continuing Ed Course Info

outbound

Outbound callback on course Qs. Books advising calls.

Education · Tutoring

Client Retention Follow-up

outbound

Post-matter follow-up. Surfaces NPS + asks for referral.

Legal · Professional

Case Status Update

outbound

Weekly proactive updates to clients on case progress. Reduces 'what’s happening' calls.

Legal · Professional

Physical Therapy Check-in

outbound

Between-visit outreach. Asks about exercise compliance, pain levels, flags concerns.

Fitness · Wellness

Pool Maintenance Reminder

outbound

Seasonal open / close / routine service reminders. Upsells on chemicals.

Home Services

Gov / DMV Appointment Booking

outbound

Outbound callbacks for gov appointment booking. Reduces wait times 60%.

Government

Private School Intake

outbound

Qualifies prospective families. Collects child’s age, grade, interests. Books tours.

Education · Tutoring

Wealth Mgmt Lead Qualifier

outbound

Qualifies HNW prospects on AUM, goals, risk tolerance. Books RIA meetings.

Finance

HIPAA Compliance Auditor

inbound

Staff call in for HIPAA spot-checks. Generates quarterly audit report.

Healthcare

Exit Interview Conductor

outbound

Conducts departing-employee interviews. Candid feedback captured structured.

Recruiting · HR

Roofing Inspection Scheduler

outbound

Post-storm outreach. Offers free inspections. Books adjusters.

Home Services

CPA Consultation Coordinator

outbound

Books tax planning sessions. Collects prior-year returns checklist before the call.

Legal · Professional

Appraisal Coordinator

outbound

Schedules appraisers, confirms access, reminds agents of document deadlines.

Real Estate

Yoga Studio Class Reminder

outbound

Day-of reminders. Handles swaps if unavailable. Captures no-show reasons.

Fitness · Wellness

Tax Season Client Q&A

outbound

Outbound callbacks during tax season to clients who filed questions. Books CPAs.

Finance

University Admissions Follow-up

outbound

Post-application outreach. Answers questions, captures intent, drives enrollment.

Education · Tutoring

Employee NPS Pulse

outbound

Quarterly pulse survey via voice. Higher response than typing forms.

Recruiting · HR

Commercial Quote Follow-up

outbound

Follows up on B2B quotes. Answers questions, addresses concerns, closes.

Insurance

Car Rental Pickup Reminder

outbound

Confirms rental, flags driver’s license needs, upsells CDW/insurance.

Automotive

Event Space Booking

inbound

Qualifies event inquiries. Confirms capacity, catering options, schedules tours.

Restaurants · Hospitality

Tutoring Session Booker

outbound

Matches students to tutors by subject + availability. Books weekly sessions.

Education · Tutoring

Post-Op Recovery Follow-up

outbound

Day 1/3/7/14 calls post-procedure. Flags concerning symptoms to clinical team.

Healthcare

Donor Retention Caller

outbound

Thanks donors, shares impact, asks for recurring-gift upgrade. Warm + personal.

Non-profit · Gov

Auto Glass Claim Intake

inbound

Rapid intake for glass claims. Verifies policy, schedules on-site repair.

Insurance

Law Firm Appointment Scheduler

outbound

Outbound callbacks to book consultations for matrimonial / PI / estate attorneys.

Legal · Professional

PTO & Policy Q&A

inbound

Inbound employee questions about PTO, expense, travel, code-of-conduct.

Recruiting · HR

Mortgage Pre-Qualification

outbound

Starts the pre-qual conversation, captures docs needed, hands off to loan officer.

Real Estate

Concierge Recommendations

inbound

Local recs tuned to guest profile. Books reservations / tours on their behalf.

Restaurants · Hospitality

Personal Trainer Booking

outbound

Outbound matching of clients to trainers by goals + schedule. Books recurring sessions.

Fitness · Wellness

Insurance Premium Reminder

outbound

Reminds policyholders before lapse. Takes payment or schedules adjustment call.

Finance

Onboarding 30/60/90 Check-in

inbound

New hires call in for their 30/60/90 check-in. Flags retention risks for managers.

Recruiting · HR

Landscaping Seasonal Offer

outbound

Spring/fall outreach to prior customers. Pre-books before calendars fill.

Home Services

Recall Notification Caller

outbound

OEM-mandated recall outreach. Books service appointments, tracks completion.

Automotive

Warranty Claim Intake

outbound

Proactive outreach for warranty-eligible customers. Collects proof, photos via SMS.

Customer Support

Mortgage Payment Reminder

outbound

Day 5 past-due payment call. Soft tone, offers payment options.

Finance

Reference Check Caller

outbound

Calls 3 references, asks standard questions, writes structured summary.

Recruiting · HR

Home Services Vendor Dispatch

outbound

When a buyer needs pest / inspection / roofer, routes and schedules vendors.

Real Estate

Room Service Order Taker

inbound

Takes in-room orders, upsells, confirms delivery time.

Restaurants · Hospitality

Benefits Enrollment Helper

inbound

New hires call in to ask about medical/dental/401k benefit options.

Recruiting · HR

Life Insurance Lead Qualifier

outbound

Qualifies leads from Facebook/Google forms. Schedules with licensed agents.

Insurance

Electrical Quote Scheduler

outbound

Books estimators. Pre-collects photos, scope, access requirements via SMS.

Home Services

Legal Intake Screener

inbound

Pre-screens potential clients on case type, jurisdiction, conflicts. Books consult.

Legal · Professional

Tenant Application Screener

outbound

Calls applicants to screen income, pets, move-in date. Fair-housing compliant.

Real Estate

Payment Arrangement Negotiator

outbound

Negotiates payment plans with debtors. Settles within tenant-defined floor.

Collections

Billing Dispute Resolver

inbound

Walks caller through billing disputes, offers credits, escalates as needed.

Customer Support

Insurance Eligibility Verifier

outbound

Calls payer before visit, confirms coverage + copay + prior auth status.

Healthcare

Cleaning Service Booker

outbound

Outbound follow-up on form submissions. Collects sq ft, preferences, books.

Home Services

Claim Status Updater

outbound

Proactive calls to claimants with status updates. Answers next-step questions.

Insurance

Menu & Allergen Q&A

outbound

Proactive callback for allergen questions submitted online. 24/7 answers.

Restaurants · Hospitality

Churn Win-back

outbound

Reaches out to recently-churned customers. Understands why, offers to return.

Sales & SDR

Pest Control Appointment

inbound

Inbound pest issue calls. Triages, books initial + recurring service.

Home Services

Delivery Order Taker

outbound

Outbound confirmations for delivery orders placed online. Reads menu, takes payment.

Restaurants · Hospitality

Mental Health Check-in

outbound

Weekly supportive outreach for therapy patients. PHQ-9 screening with escalation path.

Healthcare

Gym Membership Re-engagement

outbound

Calls members who haven’t visited in 30 days. Offers trainer session to re-activate.

Fitness · Wellness

Event Follow-up

outbound

Calls everyone who scanned your booth at a tradeshow within 24h of close.

Sales & SDR

Account Security Verifier

inbound

Inbound 'is this login real' — verifies geography + device, flags for review.

Customer Support

Property Manager Dispatch

inbound

Inbound maintenance requests. Triage urgency, dispatch vendors, update tenant.

Real Estate

Waitlist Caller

outbound

Calls waitlisted parties when tables open. Holds for 5 min then releases.

Restaurants · Hospitality

Policy Renewal Caller

outbound

60/30/15 day renewal outreach. Confirms coverage, quotes increases, saves accounts.

Insurance

Third-Party Collections

outbound

FDCPA-compliant debt recovery on behalf of creditors. Full disclosure script.

Collections

FNOL (First Notice of Loss)

inbound

Takes claim intake calls 24/7. Collects photos, dispatches adjuster, sets expectations.

Insurance

Pricing Follow-up

outbound

Calls stalled deals post-pricing-discussion. Surfaces objections, offers alternatives.

Sales & SDR

Specialist Referral Coordinator

outbound

Schedules follow-up with the right specialist, verifies insurance, shares records.

Healthcare

Service Department Scheduler

outbound

Books oil changes, tire rotations, warranty service. Recommends needed services.

Automotive

Plumbing Emergency Triage

outbound

Call-back for submitted emergency requests. Water-shutoff guidance, dispatch.

Home Services

Language Tutor

outbound

Native-accent AI tutor. 15-min conversation drills with correction + tracking.

Education · Tutoring

Credit Card Fraud Alert

outbound

Calls cardholder when suspicious transaction posts. Verifies, holds, or blocks.

Collections

Open House Scheduler

outbound

Drip campaign for open house invites. Collects RSVPs, sends reminders, captures leads.

Real Estate

Discovery Call Co-pilot

inbound

Joins your discovery calls as co-host. Notes pain points. Auto-drafts the MEDDIC.

Sales & SDR

Subscription Manager

inbound

Handles upgrades/downgrades/pauses/cancellations. Offers retention bundles.

Customer Support

Shipping Tracker

inbound

Inbound shipping questions with proactive delay handling for callers.

Customer Support

Telehealth Pre-Visit Intake

inbound

Collects symptom history, meds, allergies before the doctor joins the video visit.

Healthcare

Interview Scheduler

outbound

Coordinates 4-person panel across busy calendars. No back-and-forth.

Recruiting · HR

Dealership Lead Follow-up

outbound

Follows up on website leads / test-drive requests. Gets them back in the showroom.

Automotive

Account-Based SDR

outbound

Targeted outreach to named accounts. Multi-touch cadence w/ SMS + email weave-in.

Sales & SDR

Hotel Front Desk

inbound

Check-in, room changes, amenity questions, late checkout, concierge.

Restaurants · Hospitality

Return & Refund Processor

inbound

Processes returns end-to-end. Issues RMA, prints label, triggers refund.

Customer Support

HVAC Service Dispatcher

outbound

Proactive ETA + reschedule calls to customers. Dispatches tech, sends ETA.

Home Services

Pharmacy Refill Reminder

outbound

Calls patients whose prescriptions are due for refill. Handles DEA and CII compliance.

Healthcare

MQL to SQL Qualifier

outbound

Runs BANT or MEDDIC qualification. Scores leads. Hands winners to AE.

Sales & SDR

First-Party Collections

outbound

Early-stage dunning for your own customers. Payment reminders, pay-in-full offers.

Collections

Cart Abandonment Recovery

outbound

Calls abandoned-cart visitors with a personalized offer. Recovers 11% on avg.

Sales & SDR

Buyer Lead Qualifier

outbound

Calls inbound buyer leads fast. Qualifies on budget, timeline, financing, areas.

Real Estate

Product Q&A

inbound

Technical product questions pulled from your knowledge base. 24/7.

Customer Support

Candidate Phone Screener

outbound

30-min role qualification: experience, salary, authorization, start date, fit.

Recruiting · HR

Reservation Manager

inbound

Books / modifies / cancels reservations. OpenTable / Resy / Tock integrated.

Restaurants · Hospitality

Dental Office Receptionist

inbound

Books / reschedules / confirms appointments. Answers hours and insurance. 24/7.

Healthcare

Password Reset Helper

inbound

Verified password reset via SMS/email code. Handles 60% of reset tickets.

Customer Support

Listing Inquiry Concierge

inbound

Answers questions about a listing 24/7. Books showings. Sends comps on demand.

Real Estate

Demo Booker

outbound

Converts MQLs to scheduled demos. Integrated with Cal.com / HubSpot / Salesforce.

Sales & SDR

Order Status Inquiry

inbound

Inbound 'where’s my order' — pulls tracking from Shopify/Amazon, reads ETA.

Customer Support

Clinic Intake & Triage

inbound

Greets patients, collects reason for visit, insurance, meds. Hands off a pre-filled chart.

Healthcare

Lead Reactivation

outbound

Wakes up dormant leads from your CRM. Offers a reason to re-engage. 8-17% conv.

Sales & SDR

L1 Support Triage

inbound

Front-door support. Handles FAQs, routes escalations with full context packet.

Customer Support

Patient Appointment Reminder

outbound

24/48h out reminder with easy reschedule. Reduces no-shows by 40%.

Healthcare

Outbound SDR Cold Caller

outbound

B2B cold calls from your list. Qualifies, books meetings, handles objections.

Sales & SDR

Can't find it? Build your own.

Fork any template above or start from a blank canvas in the dashboard. Same engine, same voice library, same compliance defaults.

What you get when you clone a template

A template is not a prompt in a text box. Every entry in this catalog arrives as a complete, editable agent definition, and each part of it is yours to change.

A system prompt with industry guardrails

The prompt is written for the job the agent does, and it carries the constraints that job comes with — a collections agent identifies itself as a debt collector and honours a cease-communication request; a healthcare agent gives no medical advice and ends the call on a 911-level symptom; a recruiting agent avoids protected characteristics. You can rewrite the prompt, but you inherit a defensible starting point rather than a blank page.

A greeting and a voicemail message

Both are spoken text you can edit. The greeting opens the call; the voicemail message is what gets left when nobody picks up, so an unanswered outbound attempt still lands something useful.

Variables the agent fills in per workspace and per call

Outbound templates ask for your business or brand name (required) and an optional callback number, plus a per-call contact first name supplied when you dispatch. Inbound templates ask for your business name and your business hours. Anything else you need, you add.

Outcome codes to report against

Each template carries the disposition set its industry uses — a sales agent closes a call as meeting booked, interested but no time, not interested, or callback requested; a support agent as resolved, escalated, callback scheduled, or unrelated. Those codes are what turn a pile of calls into a report.

Templates ship without a voice attached on purpose — you choose one from the voice library when you clone the template into your workspace, so the same script can sound different in two different brands. The whole definition is reachable over the API as well: POST /v1/calls dispatches a call, POST /v1/rooms puts the same agent in a browser tab, and webhooks deliver the transcript and the outcome when the call ends.

Every template, by industry

Each group opens with what those agents are for and the guardrail their generated prompt carries. Every template listed is editable once cloned — the description says what the starting point does, not what you are stuck with.

Sales & SDR

10 templates

Outbound prospecting, lead qualification and pipeline follow-up. These templates dial a list, run a qualification script, and record a structured outcome per call so a rep only picks up the conversations worth having.

Built-in guardrail: Never pressure. If the prospect asks to be removed, confirm and end the call immediately.

Read more: AI SDR and lead qualification calls

Sales & SDR agent templates
TemplateDirectionWhat it does
Outbound SDR Cold CalleroutboundB2B cold calls from your list. Qualifies, books meetings, handles objections.
Lead ReactivationoutboundWakes up dormant leads from your CRM. Offers a reason to re-engage.
Demo BookeroutboundConverts MQLs to scheduled demos. Integrated with Cal.com / HubSpot / Salesforce.
Cart Abandonment RecoveryoutboundCalls abandoned-cart visitors with a personalised offer.
MQL to SQL QualifieroutboundRuns BANT or MEDDIC qualification. Scores leads. Hands winners to AE.
Account-Based SDRoutboundTargeted outreach to named accounts. Multi-touch cadence w/ SMS + email weave-in.
Discovery Call Co-pilotinboundJoins your discovery calls as co-host. Notes pain points. Auto-drafts the MEDDIC.
Pricing Follow-upoutboundCalls stalled deals post-pricing-discussion. Surfaces objections, offers alternatives.
Event Follow-upoutboundCalls everyone who scanned your booth at a tradeshow within 24h of close.
Churn Win-backoutboundReaches out to recently-churned customers. Understands why, offers to return.

Customer Support

10 templates

Inbound front-door agents. They answer, identify intent, resolve the routine cases end to end, and hand anything else to a person with the context already gathered.

Built-in guardrail: Escalate to a human if the caller is angry, the issue requires policy exceptions, or the system cannot answer in two attempts.

Read more: AI customer support voice agent

Customer Support agent templates
TemplateDirectionWhat it does
L1 Support TriageinboundFront-door support. Handles FAQs, routes escalations with full context packet.
Order Status InquiryinboundInbound 'where’s my order' — pulls tracking from Shopify/Amazon, reads ETA.
Password Reset HelperinboundVerified password reset via an SMS or email code.
Product Q&AinboundTechnical product questions pulled from your knowledge base. 24/7.
Return & Refund ProcessorinboundProcesses returns end-to-end. Issues RMA, prints label, triggers refund.
Shipping TrackerinboundInbound shipping questions with proactive delay handling for callers.
Subscription ManagerinboundHandles upgrades/downgrades/pauses/cancellations. Offers retention bundles.
Account Security VerifierinboundInbound 'is this login real' — verifies geography + device, flags for review.
Billing Dispute ResolverinboundWalks caller through billing disputes, offers credits, escalates as needed.
Warranty Claim IntakeoutboundProactive outreach for warranty-eligible customers. Collects proof, photos via SMS.

Healthcare

10 templates

Patient-facing scheduling, intake, reminders and follow-up. Intake templates collect reason for visit, insurance and medication history before the appointment rather than during it.

Built-in guardrail: The agent is not a clinician and never gives medical advice; severe symptoms trigger an immediate instruction to call 911 and the call ends.

Read more: AI appointment reminders and scheduling

Healthcare agent templates
TemplateDirectionWhat it does
Patient Appointment Reminderoutbound24/48h-out reminder with an easy reschedule path.
Clinic Intake & TriageinboundGreets patients, collects reason for visit, insurance, meds. Hands off a pre-filled chart.
Dental Office ReceptionistinboundBooks / reschedules / confirms appointments. Answers hours and insurance. 24/7.
Pharmacy Refill ReminderoutboundCalls patients whose prescriptions are due for refill. Handles DEA and CII compliance.
Telehealth Pre-Visit IntakeinboundCollects symptom history, meds, allergies before the doctor joins the video visit.
Specialist Referral CoordinatoroutboundSchedules follow-up with the right specialist, verifies insurance, shares records.
Mental Health Check-inoutboundWeekly supportive outreach for therapy patients. PHQ-9 screening with escalation path.
Insurance Eligibility VerifieroutboundCalls payer before visit, confirms coverage + copay + prior auth status.
Post-Op Recovery Follow-upoutboundDay 1/3/7/14 calls post-procedure. Flags concerning symptoms to clinical team.
HIPAA Compliance AuditorinboundStaff call in for HIPAA spot-checks. Generates quarterly audit report.

Real Estate

8 templates

Listing enquiries, buyer and tenant qualification, showings, appraisals and vendor dispatch — the scheduling and screening traffic that sits between a lead and a licensed agent.

Built-in guardrail: Never make pricing or financing promises on behalf of the agent or broker; hand off to a licensed agent for any binding question.

Read more: AI appointment reminders and scheduling

Real Estate agent templates
TemplateDirectionWhat it does
Listing Inquiry ConciergeinboundAnswers questions about a listing 24/7. Books showings. Sends comps on demand.
Buyer Lead QualifieroutboundCalls inbound buyer leads fast. Qualifies on budget, timeline, financing, areas.
Open House ScheduleroutboundDrip campaign for open house invites. Collects RSVPs, sends reminders, captures leads.
Property Manager DispatchinboundInbound maintenance requests. Triage urgency, dispatch vendors, update tenant.
Tenant Application ScreeneroutboundCalls applicants to screen income, pets, move-in date. Fair-housing compliant.
Home Services Vendor DispatchoutboundWhen a buyer needs pest / inspection / roofer, routes and schedules vendors.
Mortgage Pre-QualificationoutboundStarts the pre-qual conversation, captures docs needed, hands off to loan officer.
Appraisal CoordinatoroutboundSchedules appraisers, confirms access, reminds agents of document deadlines.

Restaurants & Hospitality

8 templates

Reservations, front desk, waitlists, room service and event enquiries. Booking templates confirm the details back to the caller before ending the call.

Built-in guardrail: Confirm details before ending. Offer a manager call-back if the caller asks for something outside policy.

Read more: AI appointment reminders and scheduling

Restaurants & Hospitality agent templates
TemplateDirectionWhat it does
Reservation ManagerinboundBooks / modifies / cancels reservations. OpenTable / Resy / Tock integrated.
Hotel Front DeskinboundCheck-in, room changes, amenity questions, late checkout, concierge.
Waitlist CalleroutboundCalls waitlisted parties when tables open. Holds for 5 min then releases.
Delivery Order TakeroutboundOutbound confirmations for delivery orders placed online. Reads menu, takes payment.
Menu & Allergen Q&AoutboundProactive callback for allergen questions submitted online. 24/7 answers.
Room Service Order TakerinboundTakes in-room orders, upsells, confirms delivery time.
Concierge RecommendationsinboundLocal recs tuned to guest profile. Books reservations / tours on their behalf.
Event Space BookinginboundQualifies event inquiries. Confirms capacity, catering options, schedules tours.

Home Services

8 templates

Dispatch, quoting and seasonal re-booking for trades. These templates pin down scope, site access and an ETA window before anyone is sent out.

Built-in guardrail: Confirm the address before dispatching anyone. Never quote firm pricing without a technician’s on-site assessment.

Read more: AI appointment reminders and scheduling

Home Services agent templates
TemplateDirectionWhat it does
HVAC Service DispatcheroutboundProactive ETA + reschedule calls to customers. Dispatches tech, sends ETA.
Plumbing Emergency TriageoutboundCall-back for submitted emergency requests. Water-shutoff guidance, dispatch.
Pest Control AppointmentinboundInbound pest issue calls. Triages, books initial + recurring service.
Cleaning Service BookeroutboundOutbound follow-up on form submissions. Collects sq ft, preferences, books.
Electrical Quote ScheduleroutboundBooks estimators. Pre-collects photos, scope, access requirements via SMS.
Landscaping Seasonal OfferoutboundSpring/fall outreach to prior customers. Pre-books before calendars fill.
Roofing Inspection ScheduleroutboundPost-storm outreach. Offers free inspections. Books adjusters.
Pool Maintenance ReminderoutboundSeasonal open / close / routine service reminders. Upsells on chemicals.

Recruiting & HR

8 templates

Candidate screening, panel scheduling, reference checks and internal HR question lines. Every candidate hears the same questions in the same order, so the answers compare cleanly.

Built-in guardrail: Neutral, factual and EEO-compliant: no questions about protected characteristics, and no hiring or compensation promises.

Read more: AI voice agent for recruiting

Recruiting & HR agent templates
TemplateDirectionWhat it does
Candidate Phone Screeneroutbound30-min role qualification: experience, salary, authorization, start date, fit.
Interview ScheduleroutboundCoordinates 4-person panel across busy calendars. No back-and-forth.
Benefits Enrollment HelperinboundNew hires call in to ask about medical/dental/401k benefit options.
Reference Check CalleroutboundCalls 3 references, asks standard questions, writes structured summary.
Onboarding 30/60/90 Check-ininboundNew hires call in for their 30/60/90 check-in. Flags retention risks for managers.
PTO & Policy Q&AinboundInbound employee questions about PTO, expense, travel, code-of-conduct.
Employee NPS PulseoutboundQuarterly pulse survey run as a call rather than a form.
Exit Interview ConductoroutboundConducts departing-employee interviews. Candid feedback captured structured.

Insurance

6 templates

Claim intake, renewals, quote follow-up and claimant status calls. First-notice-of-loss templates take the call around the clock and collect photos before an adjuster is assigned.

Built-in guardrail: Never quote new premiums or commit policy changes — those route to a licensed agent.

Read more: Inbound AI phone agent

Insurance agent templates
TemplateDirectionWhat it does
FNOL (First Notice of Loss)inboundTakes claim intake calls 24/7. Collects photos, dispatches adjuster, sets expectations.
Policy Renewal Calleroutbound60/30/15 day renewal outreach. Confirms coverage, quotes increases, saves accounts.
Claim Status UpdateroutboundProactive calls to claimants with status updates. Answers next-step questions.
Life Insurance Lead QualifieroutboundQualifies leads from Facebook/Google forms. Schedules with licensed agents.
Auto Glass Claim IntakeinboundRapid intake for glass claims. Verifies policy, schedules on-site repair.
Commercial Quote Follow-upoutboundFollows up on B2B quotes. Answers questions, addresses concerns, closes.

Education & Tutoring

5 templates

Admissions follow-up, tutoring and advising bookings, course enquiries and conversational language practice.

Built-in guardrail: Encouraging and patient. For minors, stay neutral and avoid disclosing personal information; hand off to a human counsellor if the caller seems distressed.

Read more: AI appointment reminders and scheduling

Education & Tutoring agent templates
TemplateDirectionWhat it does
Language TutoroutboundNative-accent AI tutor. 15-min conversation drills with correction + tracking.
Tutoring Session BookeroutboundMatches students to tutors by subject + availability. Books weekly sessions.
University Admissions Follow-upoutboundPost-application outreach. Answers questions, captures intent, drives enrollment.
Private School IntakeoutboundQualifies prospective families. Collects child’s age, grade, interests. Books tours.
Continuing Ed Course InfooutboundOutbound callback on course Qs. Books advising calls.

Fitness & Wellness

5 templates

Class and session reminders, trainer matching, lapsed-member outreach and between-visit accountability calls.

Built-in guardrail: No medical or nutrition advice beyond the programme scope; refer any health concern to a licensed clinician.

Read more: AI appointment reminders and scheduling

Fitness & Wellness agent templates
TemplateDirectionWhat it does
Gym Membership Re-engagementoutboundCalls members who haven’t visited in 30 days. Offers trainer session to re-activate.
Personal Trainer BookingoutboundOutbound matching of clients to trainers by goals + schedule. Books recurring sessions.
Yoga Studio Class ReminderoutboundDay-of reminders. Handles swaps if unavailable. Captures no-show reasons.
Physical Therapy Check-inoutboundBetween-visit outreach. Asks about exercise compliance, pain levels, flags concerns.
Nutrition Coach Follow-upoutboundWeekly accountability calls. Reviews food log, celebrates wins, adjusts plan.

Collections

4 templates

First-party dunning, third-party recovery, payment-plan negotiation and card fraud verification — the templates with the tightest regulatory guardrails in the catalog.

Built-in guardrail: FDCPA / FCRA at all times: identify as a debt collector at the start of every call, never threaten action that cannot legally be taken, and honour a cease-communication request immediately.

Read more: Compliant payment reminder calls

Collections agent templates
TemplateDirectionWhat it does
First-Party CollectionsoutboundEarly-stage dunning for your own customers. Payment reminders, pay-in-full offers.
Credit Card Fraud AlertoutboundCalls cardholder when suspicious transaction posts. Verifies, holds, or blocks.
Third-Party CollectionsoutboundFDCPA-compliant debt recovery on behalf of creditors. Full disclosure script.
Payment Arrangement NegotiatoroutboundNegotiates payment plans with debtors. Settles within tenant-defined floor.

Automotive

4 templates

Dealership lead follow-up, service scheduling, recall outreach and rental pickup confirmation.

Built-in guardrail: Confirm vehicle make, model and VIN where relevant. Never quote firm repair pricing without a service writer’s sign-off.

Read more: AI appointment reminders and scheduling

Automotive agent templates
TemplateDirectionWhat it does
Dealership Lead Follow-upoutboundFollows up on website leads / test-drive requests. Gets them back in the showroom.
Service Department ScheduleroutboundBooks oil changes, tire rotations, warranty service. Recommends needed services.
Recall Notification CalleroutboundOEM-mandated recall outreach. Books service appointments, tracks completion.
Car Rental Pickup ReminderoutboundConfirms rental, flags driver’s license needs, upsells CDW/insurance.

Finance

4 templates

Payment reminders, lapse prevention, seasonal client Q&A and high-net-worth qualification.

Built-in guardrail: Never promise specific returns or rates. Confirm caller identity through standard knowledge-based authentication before sharing anything account-specific.

Read more: Compliant payment reminder calls

Finance agent templates
TemplateDirectionWhat it does
Mortgage Payment ReminderoutboundDay 5 past-due payment call. Soft tone, offers payment options.
Insurance Premium ReminderoutboundReminds policyholders before lapse. Takes payment or schedules adjustment call.
Tax Season Client Q&AoutboundOutbound callbacks during tax season to clients who filed questions. Books CPAs.
Wealth Mgmt Lead QualifieroutboundQualifies HNW prospects on AUM, goals, risk tolerance. Books RIA meetings.

Non-profit

3 templates

Donor stewardship, volunteer shift coordination and field or public-health survey collection.

Built-in guardrail: Warm and grateful, never pressuring. Disclose tax-deductibility honestly and only when accurate.

Read more: AI phone surveys

Non-profit agent templates
TemplateDirectionWhat it does
Donor Retention CalleroutboundThanks donors, shares impact, asks for recurring-gift upgrade. Warm + personal.
Volunteer CoordinatoroutboundSchedules volunteer shifts. Sends reminders. Captures feedback post-shift.
Survey CollectoroutboundField research, public-health and polling scripts run over the phone.

Government

1 templates

Callbacks that book public-service appointments.

Built-in guardrail: Neutral and procedural. Stick to documented policy and refer anything requiring discretion to a human agent.

Read more: Outbound AI calling

Government agent templates
TemplateDirectionWhat it does
Gov / DMV Appointment BookingoutboundOutbound callbacks that book government service appointments.

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A template is a shortcut, not a requirement. An agent you write from scratch uses the same engine, the same voice library and the same compliance defaults — see pricing for what a call costs, or the FAQ for the questions people ask before they build one.