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.
- Prospecting
ICP list builder
Each week, finds the accounts in your CRM that fit your ideal customer profile — leaving out customers, partners, accounts with open deals and anyone on a must-not-contact list — and stages them as segments by territory for each owner to approve.
- Your Closefinch records
- Prospecting
Fit qualifier
Answers your plain-language fit questions for every account on a list: pass, fail or unsure per question, each with a one-line reason and its source — a CRM field's value, or a quote checked word for word on the account's own site — and an overall verdict.
- Public web pages
- Your Closefinch records
- Prospecting
Design-partner recruiter
Works a recruiting goal from your ranked waitlist: each weekday it updates every candidate's stage from the CRM and drafts the next few founder-style emails, each waiting for your approval.
- Your Closefinch records
- 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
- Prospecting
Speed-to-lead caller
Calls a new lead back within seconds of their form, while they're still at their desk: the AI says it's an AI first, picks up from what they asked, answers from your knowledge base and books a meeting.
- Phone calls
- Prospecting
Voice campaign caller
Adds the people you choose (or the ones an event picks: a deal moving stage, a missed meeting, a quote gone quiet) to a voice campaign.
- Phone calls
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.