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 research brief
Researches an account on the open web — its own site and recent news — and sends you a brief: what it does, what changed, and why it might need you now.
- Public web pages
- Your Closefinch records
- Research
Person research brief
Researches a contact's public work — their company's site and news that names them — and sends you a brief with labelled facts, inferences and unknowns.
- Public web pages
- Your Closefinch records
- 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
- Research
Case-study miner
When a deal is won, reads its conversations and notes for results the customer reports — numbers with units, percentages, before and after — and files each as a proof point with the exact quote, who said it, when, and a link to the call.
- Your Closefinch records
- Research
Competitive intel analyst
Each month, reads your competitors' monitored pages (pricing, release notes) and logs what changed, finds where they came up in your conversations and notes (active evaluation or a passing mention), and proposes battlecard edits with dated, quoted evidence for you to approve.
- Public web pages
- Your Closefinch records
- Research
Business profile from your site
Reads your own website (home, about, customers, pricing, product) and proposes your positioning, products, ICP, proof points and competitors for the knowledge base, plus plays to run.
- 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.