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
- 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
- Customer success
Inbound receptionist
Your phone answered around the clock: after hours, on holidays, and when nobody in the ring group picks up within the seconds you set.
- Phone calls
- Your Closefinch records
- Customer success
Emergency dispatcher
When a customer reports an emergency, it checks what they described against the emergencies you handle (burst pipes, no heat, a gas smell: your list and your words), and if it is one, pages your on-call ladder: the technician on call by text, an automated call with press 1 to accept, and in the app, repeating every few minutes and escalating to the backup and then a manager until someone accepts.
- Calls and texts to your on-call team
- Pipeline
Act on signals
When a signal fires on an account, reads its dated why-now evidence and leaves the owner one concrete next step as a task, citing the signal.
- Your Closefinch records
- Meetings
Meeting prep brief
Before a call, reads the account's records, recent conversations and saved facts and writes a short cited brief.
- Your Closefinch records
- Meetings
Meeting assistant
Owns a meeting end to end: a prep a day before, a reminder 30 minutes before, the notes, tasks and drafted follow-up after, and three days later a check of which commitments were kept — with what slipped sent to you.
- Your Closefinch records
- Customer success
Account memory keeper
Reads an account's recent conversations and saves the durable facts (preferences, processes, risks) to the account's memory, each with the quote it came from.
- Your Closefinch records
- Customer success
Won deal handoff
When a large deal is won, waits an hour for the dust to settle, then opens the onboarding task for the team.
- Your Closefinch records
- Customer success
QBR prep
Prepares a quarterly business review: who it's for and what you want decided, the evidence (in the customer's words), facts kept apart from hypotheses and gaps, the narrative with an evidence appendix, and a timed internal runbook with roles, objections and fallbacks.
- 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.