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
Account memory keeper
Reads an account's recent conversations and saves the durable facts (preferences, processes, risks) to the account's memory, each with the quote it came from.
- Your Closefinch records
- Customer success
Won deal handoff
When a large deal is won, waits an hour for the dust to settle, then opens the onboarding task for the team.
- Your Closefinch records
- Customer success
QBR prep
Prepares a quarterly business review: who it's for and what you want decided, the evidence (in the customer's words), facts kept apart from hypotheses and gaps, the narrative with an evidence appendix, and a timed internal runbook with roles, objections and fallbacks.
- Your Closefinch records
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.