Showing 102 of 102 agents
Mohawk SPC Operator I Outreach Agent
outboundCalls manufacturing candidates to introduce the SPC Operator I opportunity, qualify interest, answer questions, and encourage the next hiring step.
Mohawk SAP SR Functional Analyst Outreach Agent
outboundCalls SAP professionals to introduce the SAP SR Functional Analyst MDM opportunity, qualify interest, answer questions, and encourage the next hiring step.
Survey Collector
outboundField research / public health / political polling. Higher response than text/email.
Deposition Prep Check-in
outbound48h pre-depo call to witnesses. Confirms attendance, shares prep docs, answers Qs.
Nutrition Coach Follow-up
outboundWeekly accountability calls. Reviews food log, celebrates wins, adjusts plan.
Volunteer Coordinator
outboundSchedules volunteer shifts. Sends reminders. Captures feedback post-shift.
Continuing Ed Course Info
outboundOutbound callback on course Qs. Books advising calls.
Client Retention Follow-up
outboundPost-matter follow-up. Surfaces NPS + asks for referral.
Case Status Update
outboundWeekly proactive updates to clients on case progress. Reduces 'what’s happening' calls.
Physical Therapy Check-in
outboundBetween-visit outreach. Asks about exercise compliance, pain levels, flags concerns.
Pool Maintenance Reminder
outboundSeasonal open / close / routine service reminders. Upsells on chemicals.
Gov / DMV Appointment Booking
outboundOutbound callbacks for gov appointment booking. Reduces wait times 60%.
Private School Intake
outboundQualifies prospective families. Collects child’s age, grade, interests. Books tours.
Wealth Mgmt Lead Qualifier
outboundQualifies HNW prospects on AUM, goals, risk tolerance. Books RIA meetings.
HIPAA Compliance Auditor
inboundStaff call in for HIPAA spot-checks. Generates quarterly audit report.
Exit Interview Conductor
outboundConducts departing-employee interviews. Candid feedback captured structured.
Roofing Inspection Scheduler
outboundPost-storm outreach. Offers free inspections. Books adjusters.
CPA Consultation Coordinator
outboundBooks tax planning sessions. Collects prior-year returns checklist before the call.
Appraisal Coordinator
outboundSchedules appraisers, confirms access, reminds agents of document deadlines.
Yoga Studio Class Reminder
outboundDay-of reminders. Handles swaps if unavailable. Captures no-show reasons.
Tax Season Client Q&A
outboundOutbound callbacks during tax season to clients who filed questions. Books CPAs.
University Admissions Follow-up
outboundPost-application outreach. Answers questions, captures intent, drives enrollment.
Employee NPS Pulse
outboundQuarterly pulse survey via voice. Higher response than typing forms.
Commercial Quote Follow-up
outboundFollows up on B2B quotes. Answers questions, addresses concerns, closes.
Car Rental Pickup Reminder
outboundConfirms rental, flags driver’s license needs, upsells CDW/insurance.
Event Space Booking
inboundQualifies event inquiries. Confirms capacity, catering options, schedules tours.
Tutoring Session Booker
outboundMatches students to tutors by subject + availability. Books weekly sessions.
Post-Op Recovery Follow-up
outboundDay 1/3/7/14 calls post-procedure. Flags concerning symptoms to clinical team.
Donor Retention Caller
outboundThanks donors, shares impact, asks for recurring-gift upgrade. Warm + personal.
Auto Glass Claim Intake
inboundRapid intake for glass claims. Verifies policy, schedules on-site repair.
Law Firm Appointment Scheduler
outboundOutbound callbacks to book consultations for matrimonial / PI / estate attorneys.
PTO & Policy Q&A
inboundInbound employee questions about PTO, expense, travel, code-of-conduct.
Mortgage Pre-Qualification
outboundStarts the pre-qual conversation, captures docs needed, hands off to loan officer.
Concierge Recommendations
inboundLocal recs tuned to guest profile. Books reservations / tours on their behalf.
Personal Trainer Booking
outboundOutbound matching of clients to trainers by goals + schedule. Books recurring sessions.
Insurance Premium Reminder
outboundReminds policyholders before lapse. Takes payment or schedules adjustment call.
Onboarding 30/60/90 Check-in
inboundNew hires call in for their 30/60/90 check-in. Flags retention risks for managers.
Landscaping Seasonal Offer
outboundSpring/fall outreach to prior customers. Pre-books before calendars fill.
Recall Notification Caller
outboundOEM-mandated recall outreach. Books service appointments, tracks completion.
Warranty Claim Intake
outboundProactive outreach for warranty-eligible customers. Collects proof, photos via SMS.
Mortgage Payment Reminder
outboundDay 5 past-due payment call. Soft tone, offers payment options.
Reference Check Caller
outboundCalls 3 references, asks standard questions, writes structured summary.
Home Services Vendor Dispatch
outboundWhen a buyer needs pest / inspection / roofer, routes and schedules vendors.
Room Service Order Taker
inboundTakes in-room orders, upsells, confirms delivery time.
Benefits Enrollment Helper
inboundNew hires call in to ask about medical/dental/401k benefit options.
Life Insurance Lead Qualifier
outboundQualifies leads from Facebook/Google forms. Schedules with licensed agents.
Electrical Quote Scheduler
outboundBooks estimators. Pre-collects photos, scope, access requirements via SMS.
Legal Intake Screener
inboundPre-screens potential clients on case type, jurisdiction, conflicts. Books consult.
Tenant Application Screener
outboundCalls applicants to screen income, pets, move-in date. Fair-housing compliant.
Payment Arrangement Negotiator
outboundNegotiates payment plans with debtors. Settles within tenant-defined floor.
Billing Dispute Resolver
inboundWalks caller through billing disputes, offers credits, escalates as needed.
Insurance Eligibility Verifier
outboundCalls payer before visit, confirms coverage + copay + prior auth status.
Cleaning Service Booker
outboundOutbound follow-up on form submissions. Collects sq ft, preferences, books.
Claim Status Updater
outboundProactive calls to claimants with status updates. Answers next-step questions.
Menu & Allergen Q&A
outboundProactive callback for allergen questions submitted online. 24/7 answers.
Churn Win-back
outboundReaches out to recently-churned customers. Understands why, offers to return.
Pest Control Appointment
inboundInbound pest issue calls. Triages, books initial + recurring service.
Delivery Order Taker
outboundOutbound confirmations for delivery orders placed online. Reads menu, takes payment.
Mental Health Check-in
outboundWeekly supportive outreach for therapy patients. PHQ-9 screening with escalation path.
Gym Membership Re-engagement
outboundCalls members who haven’t visited in 30 days. Offers trainer session to re-activate.
Event Follow-up
outboundCalls everyone who scanned your booth at a tradeshow within 24h of close.
Account Security Verifier
inboundInbound 'is this login real' — verifies geography + device, flags for review.
Property Manager Dispatch
inboundInbound maintenance requests. Triage urgency, dispatch vendors, update tenant.
Waitlist Caller
outboundCalls waitlisted parties when tables open. Holds for 5 min then releases.
Policy Renewal Caller
outbound60/30/15 day renewal outreach. Confirms coverage, quotes increases, saves accounts.
Third-Party Collections
outboundFDCPA-compliant debt recovery on behalf of creditors. Full disclosure script.
FNOL (First Notice of Loss)
inboundTakes claim intake calls 24/7. Collects photos, dispatches adjuster, sets expectations.
Pricing Follow-up
outboundCalls stalled deals post-pricing-discussion. Surfaces objections, offers alternatives.
Specialist Referral Coordinator
outboundSchedules follow-up with the right specialist, verifies insurance, shares records.
Service Department Scheduler
outboundBooks oil changes, tire rotations, warranty service. Recommends needed services.
Plumbing Emergency Triage
outboundCall-back for submitted emergency requests. Water-shutoff guidance, dispatch.
Language Tutor
outboundNative-accent AI tutor. 15-min conversation drills with correction + tracking.
Credit Card Fraud Alert
outboundCalls cardholder when suspicious transaction posts. Verifies, holds, or blocks.
Open House Scheduler
outboundDrip campaign for open house invites. Collects RSVPs, sends reminders, captures leads.
Discovery Call Co-pilot
inboundJoins your discovery calls as co-host. Notes pain points. Auto-drafts the MEDDIC.
Subscription Manager
inboundHandles upgrades/downgrades/pauses/cancellations. Offers retention bundles.
Shipping Tracker
inboundInbound shipping questions with proactive delay handling for callers.
Telehealth Pre-Visit Intake
inboundCollects symptom history, meds, allergies before the doctor joins the video visit.
Interview Scheduler
outboundCoordinates 4-person panel across busy calendars. No back-and-forth.
Dealership Lead Follow-up
outboundFollows up on website leads / test-drive requests. Gets them back in the showroom.
Account-Based SDR
outboundTargeted outreach to named accounts. Multi-touch cadence w/ SMS + email weave-in.
Hotel Front Desk
inboundCheck-in, room changes, amenity questions, late checkout, concierge.
Return & Refund Processor
inboundProcesses returns end-to-end. Issues RMA, prints label, triggers refund.
HVAC Service Dispatcher
outboundProactive ETA + reschedule calls to customers. Dispatches tech, sends ETA.
Pharmacy Refill Reminder
outboundCalls patients whose prescriptions are due for refill. Handles DEA and CII compliance.
MQL to SQL Qualifier
outboundRuns BANT or MEDDIC qualification. Scores leads. Hands winners to AE.
First-Party Collections
outboundEarly-stage dunning for your own customers. Payment reminders, pay-in-full offers.
Cart Abandonment Recovery
outboundCalls abandoned-cart visitors with a personalized offer. Recovers 11% on avg.
Buyer Lead Qualifier
outboundCalls inbound buyer leads fast. Qualifies on budget, timeline, financing, areas.
Product Q&A
inboundTechnical product questions pulled from your knowledge base. 24/7.
Candidate Phone Screener
outbound30-min role qualification: experience, salary, authorization, start date, fit.
Reservation Manager
inboundBooks / modifies / cancels reservations. OpenTable / Resy / Tock integrated.
Dental Office Receptionist
inboundBooks / reschedules / confirms appointments. Answers hours and insurance. 24/7.
Password Reset Helper
inboundVerified password reset via SMS/email code. Handles 60% of reset tickets.
Listing Inquiry Concierge
inboundAnswers questions about a listing 24/7. Books showings. Sends comps on demand.
Demo Booker
outboundConverts MQLs to scheduled demos. Integrated with Cal.com / HubSpot / Salesforce.
Order Status Inquiry
inboundInbound 'where’s my order' — pulls tracking from Shopify/Amazon, reads ETA.
Clinic Intake & Triage
inboundGreets patients, collects reason for visit, insurance, meds. Hands off a pre-filled chart.
Lead Reactivation
outboundWakes up dormant leads from your CRM. Offers a reason to re-engage. 8-17% conv.
L1 Support Triage
inboundFront-door support. Handles FAQs, routes escalations with full context packet.
Patient Appointment Reminder
outbound24/48h out reminder with easy reschedule. Reduces no-shows by 40%.
Outbound SDR Cold Caller
outboundB2B cold calls from your list. Qualifies, books meetings, handles objections.
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.
Not sure which industry? Start from the outcome
Most people arrive knowing what they want the call to achieve rather than which category it belongs to. Each page below explains one job end to end — what the agent asks, what happens when a caller wants a person, and where the limits are.
Outbound calling
Dial a list on a schedule, hold a scripted conversation, record a structured outcome per call, and transfer live where a human is needed.
Inbound answering
Answer calls to your number, understand what the caller wants, and resolve, book, route or transfer accordingly.
Sales and lead qualification
Call new or aged leads, qualify them against your criteria, and transfer interested prospects to a rep while they are still on the line.
Appointments and reminders
Call ahead of a booking to confirm, reschedule or cancel it, and write the outcome back to your calendar.
Customer support
Answer inbound calls, identify the caller’s intent, resolve what you can, and route or escalate the rest to a person.
Recruiting
Place or answer candidate calls, ask a consistent screening script, and record structured answers against each candidate record.
Payment reminders
Call account holders about an outstanding balance within permitted calling windows, and record what was said and when.
Surveys and research
Call a sample, ask a fixed question set, and record each response as a structured field for analysis.
The catalog at a glance
100 templates across 16 industries — 72 that place calls and 28 that answer them. The full list of each group follows below.
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
| Template | Direction | What it does |
|---|---|---|
| Outbound SDR Cold Caller | outbound | B2B cold calls from your list. Qualifies, books meetings, handles objections. |
| Lead Reactivation | outbound | Wakes up dormant leads from your CRM. Offers a reason to re-engage. |
| Demo Booker | outbound | Converts MQLs to scheduled demos. Integrated with Cal.com / HubSpot / Salesforce. |
| Cart Abandonment Recovery | outbound | Calls abandoned-cart visitors with a personalised offer. |
| MQL to SQL Qualifier | outbound | Runs BANT or MEDDIC qualification. Scores leads. Hands winners to AE. |
| Account-Based SDR | outbound | Targeted outreach to named accounts. Multi-touch cadence w/ SMS + email weave-in. |
| Discovery Call Co-pilot | inbound | Joins your discovery calls as co-host. Notes pain points. Auto-drafts the MEDDIC. |
| Pricing Follow-up | outbound | Calls stalled deals post-pricing-discussion. Surfaces objections, offers alternatives. |
| Event Follow-up | outbound | Calls everyone who scanned your booth at a tradeshow within 24h of close. |
| Churn Win-back | outbound | Reaches 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
| Template | Direction | What it does |
|---|---|---|
| L1 Support Triage | inbound | Front-door support. Handles FAQs, routes escalations with full context packet. |
| Order Status Inquiry | inbound | Inbound 'where’s my order' — pulls tracking from Shopify/Amazon, reads ETA. |
| Password Reset Helper | inbound | Verified password reset via an SMS or email code. |
| Product Q&A | inbound | Technical product questions pulled from your knowledge base. 24/7. |
| Return & Refund Processor | inbound | Processes returns end-to-end. Issues RMA, prints label, triggers refund. |
| Shipping Tracker | inbound | Inbound shipping questions with proactive delay handling for callers. |
| Subscription Manager | inbound | Handles upgrades/downgrades/pauses/cancellations. Offers retention bundles. |
| Account Security Verifier | inbound | Inbound 'is this login real' — verifies geography + device, flags for review. |
| Billing Dispute Resolver | inbound | Walks caller through billing disputes, offers credits, escalates as needed. |
| Warranty Claim Intake | outbound | Proactive 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
| Template | Direction | What it does |
|---|---|---|
| Patient Appointment Reminder | outbound | 24/48h-out reminder with an easy reschedule path. |
| Clinic Intake & Triage | inbound | Greets patients, collects reason for visit, insurance, meds. Hands off a pre-filled chart. |
| Dental Office Receptionist | inbound | Books / reschedules / confirms appointments. Answers hours and insurance. 24/7. |
| Pharmacy Refill Reminder | outbound | Calls patients whose prescriptions are due for refill. Handles DEA and CII compliance. |
| Telehealth Pre-Visit Intake | inbound | Collects symptom history, meds, allergies before the doctor joins the video visit. |
| Specialist Referral Coordinator | outbound | Schedules follow-up with the right specialist, verifies insurance, shares records. |
| Mental Health Check-in | outbound | Weekly supportive outreach for therapy patients. PHQ-9 screening with escalation path. |
| Insurance Eligibility Verifier | outbound | Calls payer before visit, confirms coverage + copay + prior auth status. |
| Post-Op Recovery Follow-up | outbound | Day 1/3/7/14 calls post-procedure. Flags concerning symptoms to clinical team. |
| HIPAA Compliance Auditor | inbound | Staff 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
| Template | Direction | What it does |
|---|---|---|
| Listing Inquiry Concierge | inbound | Answers questions about a listing 24/7. Books showings. Sends comps on demand. |
| Buyer Lead Qualifier | outbound | Calls inbound buyer leads fast. Qualifies on budget, timeline, financing, areas. |
| Open House Scheduler | outbound | Drip campaign for open house invites. Collects RSVPs, sends reminders, captures leads. |
| Property Manager Dispatch | inbound | Inbound maintenance requests. Triage urgency, dispatch vendors, update tenant. |
| Tenant Application Screener | outbound | Calls applicants to screen income, pets, move-in date. Fair-housing compliant. |
| Home Services Vendor Dispatch | outbound | When a buyer needs pest / inspection / roofer, routes and schedules vendors. |
| Mortgage Pre-Qualification | outbound | Starts the pre-qual conversation, captures docs needed, hands off to loan officer. |
| Appraisal Coordinator | outbound | Schedules 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
| Template | Direction | What it does |
|---|---|---|
| Reservation Manager | inbound | Books / modifies / cancels reservations. OpenTable / Resy / Tock integrated. |
| Hotel Front Desk | inbound | Check-in, room changes, amenity questions, late checkout, concierge. |
| Waitlist Caller | outbound | Calls waitlisted parties when tables open. Holds for 5 min then releases. |
| Delivery Order Taker | outbound | Outbound confirmations for delivery orders placed online. Reads menu, takes payment. |
| Menu & Allergen Q&A | outbound | Proactive callback for allergen questions submitted online. 24/7 answers. |
| Room Service Order Taker | inbound | Takes in-room orders, upsells, confirms delivery time. |
| Concierge Recommendations | inbound | Local recs tuned to guest profile. Books reservations / tours on their behalf. |
| Event Space Booking | inbound | Qualifies 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
| Template | Direction | What it does |
|---|---|---|
| HVAC Service Dispatcher | outbound | Proactive ETA + reschedule calls to customers. Dispatches tech, sends ETA. |
| Plumbing Emergency Triage | outbound | Call-back for submitted emergency requests. Water-shutoff guidance, dispatch. |
| Pest Control Appointment | inbound | Inbound pest issue calls. Triages, books initial + recurring service. |
| Cleaning Service Booker | outbound | Outbound follow-up on form submissions. Collects sq ft, preferences, books. |
| Electrical Quote Scheduler | outbound | Books estimators. Pre-collects photos, scope, access requirements via SMS. |
| Landscaping Seasonal Offer | outbound | Spring/fall outreach to prior customers. Pre-books before calendars fill. |
| Roofing Inspection Scheduler | outbound | Post-storm outreach. Offers free inspections. Books adjusters. |
| Pool Maintenance Reminder | outbound | Seasonal 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
| Template | Direction | What it does |
|---|---|---|
| Candidate Phone Screener | outbound | 30-min role qualification: experience, salary, authorization, start date, fit. |
| Interview Scheduler | outbound | Coordinates 4-person panel across busy calendars. No back-and-forth. |
| Benefits Enrollment Helper | inbound | New hires call in to ask about medical/dental/401k benefit options. |
| Reference Check Caller | outbound | Calls 3 references, asks standard questions, writes structured summary. |
| Onboarding 30/60/90 Check-in | inbound | New hires call in for their 30/60/90 check-in. Flags retention risks for managers. |
| PTO & Policy Q&A | inbound | Inbound employee questions about PTO, expense, travel, code-of-conduct. |
| Employee NPS Pulse | outbound | Quarterly pulse survey run as a call rather than a form. |
| Exit Interview Conductor | outbound | Conducts 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
| Template | Direction | What it does |
|---|---|---|
| FNOL (First Notice of Loss) | inbound | Takes claim intake calls 24/7. Collects photos, dispatches adjuster, sets expectations. |
| Policy Renewal Caller | outbound | 60/30/15 day renewal outreach. Confirms coverage, quotes increases, saves accounts. |
| Claim Status Updater | outbound | Proactive calls to claimants with status updates. Answers next-step questions. |
| Life Insurance Lead Qualifier | outbound | Qualifies leads from Facebook/Google forms. Schedules with licensed agents. |
| Auto Glass Claim Intake | inbound | Rapid intake for glass claims. Verifies policy, schedules on-site repair. |
| Commercial Quote Follow-up | outbound | Follows up on B2B quotes. Answers questions, addresses concerns, closes. |
Legal & Professional
6 templates
Matter intake, consultation booking, case-status updates and pre-deposition check-ins for firms and professional practices.
Built-in guardrail: The agent is not an attorney and never gives legal advice; booking a consultation does not create an attorney-client relationship.
Read more: AI appointment reminders and scheduling
| Template | Direction | What it does |
|---|---|---|
| Legal Intake Screener | inbound | Pre-screens potential clients on case type, jurisdiction, conflicts. Books consult. |
| Law Firm Appointment Scheduler | outbound | Outbound callbacks to book consultations for matrimonial / PI / estate attorneys. |
| CPA Consultation Coordinator | outbound | Books tax planning sessions. Collects prior-year returns checklist before the call. |
| Case Status Update | outbound | Weekly proactive updates to clients on case progress. Reduces 'what’s happening' calls. |
| Client Retention Follow-up | outbound | Post-matter follow-up. Surfaces NPS + asks for referral. |
| Deposition Prep Check-in | outbound | 48h pre-depo call to witnesses. Confirms attendance, shares prep docs, answers Qs. |
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
| Template | Direction | What it does |
|---|---|---|
| Language Tutor | outbound | Native-accent AI tutor. 15-min conversation drills with correction + tracking. |
| Tutoring Session Booker | outbound | Matches students to tutors by subject + availability. Books weekly sessions. |
| University Admissions Follow-up | outbound | Post-application outreach. Answers questions, captures intent, drives enrollment. |
| Private School Intake | outbound | Qualifies prospective families. Collects child’s age, grade, interests. Books tours. |
| Continuing Ed Course Info | outbound | Outbound 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
| Template | Direction | What it does |
|---|---|---|
| Gym Membership Re-engagement | outbound | Calls members who haven’t visited in 30 days. Offers trainer session to re-activate. |
| Personal Trainer Booking | outbound | Outbound matching of clients to trainers by goals + schedule. Books recurring sessions. |
| Yoga Studio Class Reminder | outbound | Day-of reminders. Handles swaps if unavailable. Captures no-show reasons. |
| Physical Therapy Check-in | outbound | Between-visit outreach. Asks about exercise compliance, pain levels, flags concerns. |
| Nutrition Coach Follow-up | outbound | Weekly 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
| Template | Direction | What it does |
|---|---|---|
| First-Party Collections | outbound | Early-stage dunning for your own customers. Payment reminders, pay-in-full offers. |
| Credit Card Fraud Alert | outbound | Calls cardholder when suspicious transaction posts. Verifies, holds, or blocks. |
| Third-Party Collections | outbound | FDCPA-compliant debt recovery on behalf of creditors. Full disclosure script. |
| Payment Arrangement Negotiator | outbound | Negotiates 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
| Template | Direction | What it does |
|---|---|---|
| Dealership Lead Follow-up | outbound | Follows up on website leads / test-drive requests. Gets them back in the showroom. |
| Service Department Scheduler | outbound | Books oil changes, tire rotations, warranty service. Recommends needed services. |
| Recall Notification Caller | outbound | OEM-mandated recall outreach. Books service appointments, tracks completion. |
| Car Rental Pickup Reminder | outbound | Confirms 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
| Template | Direction | What it does |
|---|---|---|
| Mortgage Payment Reminder | outbound | Day 5 past-due payment call. Soft tone, offers payment options. |
| Insurance Premium Reminder | outbound | Reminds policyholders before lapse. Takes payment or schedules adjustment call. |
| Tax Season Client Q&A | outbound | Outbound callbacks during tax season to clients who filed questions. Books CPAs. |
| Wealth Mgmt Lead Qualifier | outbound | Qualifies 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
| Template | Direction | What it does |
|---|---|---|
| Donor Retention Caller | outbound | Thanks donors, shares impact, asks for recurring-gift upgrade. Warm + personal. |
| Volunteer Coordinator | outbound | Schedules volunteer shifts. Sends reminders. Captures feedback post-shift. |
| Survey Collector | outbound | Field 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
| Template | Direction | What it does |
|---|---|---|
| Gov / DMV Appointment Booking | outbound | Outbound callbacks that book government service appointments. |