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Template Library

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Featured Template · Support

Customer Support Agent

Resolves billing questions, searches help docs, and escalates complex issues with full context.

Knowledge GroundingProduct Documentation (PDF) · Refund & Cancellation Policy
Connected ToolsStripe, Zendesk
Active ChannelsWebsite Widget · WhatsApp · Email
Visual Agent Canvas · Pre-configuredReady to deploy
Role & Guardrails

Friendly, precise Tier-1 customer support. Verify customer identity before looking up charges.

Knowledge Store

2 documents · 2,820 chunks

Customer Support Agent
GPT-4o · Autonomous
Stripe · Zendesk
Website
WhatsApp
Email
Docs
Product Docs · Refund FAQ
Customer
GPT-4o
Channels
Website · WhatsApp

Customer Support Agent

Support

Resolves billing questions, searches help docs, and escalates complex issues with full context.

Knowledge:Product Documentation (PDF), Refund & Cancellation Policy
Tools:Stripe, Zendesk
Channels:Website Widget, WhatsApp, Email
Docs
Pricing · Competitor Guide
Sales
GPT-4o
Channels
Website · Slack

Sales Qualification Agent

Sales

Engages inbound website visitors, identifies buying intent, and books sales demos automatically.

Knowledge:Pricing Matrix, Competitor Comparison Guide, Enterprise SLAs
Tools:HubSpot, Google Calendar
Channels:Website Widget, Slack
Docs
API Reference · SDK Docs
Documentation
Claude 3.5 Sonnet
Channels
Discord · Slack · API

Documentation Assistant

Knowledge

Answers technical developer queries and provides code examples grounded in your API documentation.

Knowledge:REST API Reference, GitHub Repositories, SDK Documentation
Tools:GitHub, Web Search
Channels:Discord Bot, Slack Bot, REST API
Docs
Case Studies · Security FAQ
Lead
GPT-4o
Channels
Website · WhatsApp

Lead Qualification Agent

Sales

Scores prospective leads using BANT criteria and instantly routes qualified buyers to your CRM.

Knowledge:Customer Case Studies, Enterprise Security Whitepaper
Tools:Salesforce, HubSpot, Slack
Channels:Website Widget, WhatsApp
Docs
Shipping · Return Policy
E-commerce
GPT-4o Mini
Channels
Website · WhatsApp

E-commerce Support Agent

Support

Tracks order shipments, handles returns and exchanges, and assists with product sizing questions.

Knowledge:Shipping Guidelines, Exchange & Return Policies, Catalog FAQ
Tools:Shopify, Stripe
Channels:Website Widget, WhatsApp
Docs
Handbook · Notion Wiki
Operations
Claude 3.5 Sonnet
Channels
Slack · Email

Operations Assistant

Operations

Processes internal team requests, queries company wikis, and automates employee ticket triage.

Knowledge:Employee Handbook, Internal Company Wiki (Notion)
Tools:Slack, Google Drive, Jira
Channels:Slack Bot, Email Inbound

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