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.
- Research
Account plan keeper
Keeps a living plan for an account — priorities, pain, people, current tools, risks and the next move — rebuilt from its research, signals, conversations, deals and contacts.
- 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.