23 templates · 12 industries
Start from a call that already works
Each template is a complete agent plan: the steps of the call, the fields it fills in, the tools it calls and the rules it keeps. Pick one in Set up for me, answer a short form about your business, and the assistant builds it on your account after you approve the plan.
Banking and cards
About banking and cards callsCredit-card payment reminder
Reminds card holders of the amount due, confirms identity on the keypad and records a promise-to-pay date.
Open the templateEMI / loan soft reminder
A gentle reminder before or just after an EMI date, with a promise-to-pay date and a callback option.
Open the templateCard activation & welcome call
Welcomes a new card holder, explains how to activate safely and answers first questions.
Open the templateKYC / document follow-up
Reminds customers which documents are pending, explains how to submit them and books a callback.
Open the templateLoan lead qualification
Calls people who enquired about a loan, checks basic eligibility and books a callback from an advisor.
Open the templateInsurance
About insurance callsPolicy renewal reminder
Reminds policyholders of the renewal date and premium, and records whether they will renew.
Open the templateClaim status helpline
Answers policyholders calling about a claim: verifies them, reads the status and lists pending documents.
Open the templateUtilities
About utilities callsElectricity complaint registration
Registers power-supply and billing complaints, gives a complaint number and flags safety emergencies.
Open the templateBill due reminder
Reminds consumers of an unpaid electricity, water or gas bill and how to pay it.
Open the templateHealthcare
About healthcare callsAppointment booking & reminders
Books, reschedules and cancels doctor appointments on inbound calls and confirms upcoming ones outbound.
Open the templateLab report ready / follow-up
Tells patients their report is ready, how to get it, and offers a follow-up consultation.
Open the templateE-commerce and D2C
About e-commerce and d2c callsCash-on-delivery order confirmation
Confirms COD orders and the delivery address before dispatch, to cut fake orders and returns.
Open the templateDelivery reschedule / failed delivery
Calls after a failed delivery attempt to fix the address and agree a new delivery day.
Open the templateAbandoned cart recovery
A light, single call to shoppers who left items in the cart: answers questions and offers help to finish.
Open the templateReal estate
About real estate callsEducation
About education callsRecruitment and staffing
About recruitment and staffing callsAutomotive
About automotive callsService reminder & booking
Reminds vehicle owners that a service is due and books a slot, with pick-up and drop if you offer it.
Open the templateTest-drive booking
Answers questions about models on offer and books a test drive at the showroom or at home.
Open the templateHospitality and restaurants
About hospitality and restaurants callsTelecom and ISPs
About telecom and isps callsRecharge / plan expiry reminder
Tells subscribers their plan is about to expire and how to recharge, without a hard sell.
Open the templateOutage & support triage
First-line support for an ISP or operator: checks for a known outage, walks through basic fixes, raises a ticket.
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