Templates
Agents you can start from
Built-in agents for pipeline, meetings, research, prospecting and customer success. Each runs on a schedule, on an event or when you ask, passes its eval suite before release, and by default asks before anything leaves.
- Customer success
Inbound receptionist
Your phone answered around the clock: after hours, on holidays, and when nobody in the ring group picks up within the seconds you set.
- Phone calls
- Your Closefinch records
- Customer success
Emergency dispatcher
When a customer reports an emergency, it checks what they described against the emergencies you handle (burst pipes, no heat, a gas smell: your list and your words), and if it is one, pages your on-call ladder: the technician on call by text, an automated call with press 1 to accept, and in the app, repeating every few minutes and escalating to the backup and then a manager until someone accepts.
- Calls and texts to your on-call team
Or describe the job
If no template fits, describe the goal in your own words and an agent is planned for you, with the same approvals.