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
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.