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
- 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
- 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
- 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
- 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
- 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
- Pipeline
Stalled deal nudge
Finds open deals that have gone quiet, decides one concrete next step for each, and leaves a follow-up task for the team.
- Your Closefinch records
- Pipeline
Stalled deal recovery
Every morning, finds deals with no activity for two weeks, works out why the last thread went quiet from the last call, and puts a recovery email in each owner's inbox to approve.
- Your Closefinch records
- Pipeline
Pipeline review
Twice a week before stand-up, reviews every open deal of one AE — risks, methodology gaps, last touch, the one next action — and sends them an honest take with where to focus.
- Your Closefinch records
- Pipeline
Forecast manager
The day before your forecast call, checks every Commit deal against six conditions in the buyer's own words, shows the range (conservative, expected, optimistic) with its formulas, flags pushed and stale deals and thin coverage, and tells you which deals to downgrade.
- 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
- Meetings
Demo prep for solutions engineers
Before a demo: a timed, role-aware run-of-show mapped to what the buyer asked to see, a talk track, proof points, the objections they raised with responses from your knowledge base, an environment checklist and a fallback path.
- 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
- Reporting
Weekly pipeline summary
Summarizes open pipeline and what's stalled into a headline, a short summary and the top risks.
- 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.