Skip to content

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.

Markdown version

  • Prospecting

    Two-way SMS agent

    Answers texts to your number from your knowledge base: short, plain, never inventing prices, dates or promises, and saying it's an AI in its first text.

    • Text messages

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.

Send feedback

Tell us what's broken, confusing or missing on this page, or an idea. It goes to the team that builds the product.

Please don't include passwords or card numbers.
Only to reply about this. Never added to any mailing list.