Agent templates

Agent templates are pre-configured agents designed for common use cases across your organization. Each template includes the prompts, actions, and workflow logic needed to accomplish specific tasks. You can use these templates as starting points and customize them to fit your organization’s needs. To use a template, navigate to the Agent Builder and select from the available templates when creating a new agent. Templates are organized by category (General, Engineering, HR, IT, Marketing, Sales, Support) to help you find the right starting point.

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Marketing

Marketing templates help teams create content, manage events, and generate insights from customer interactions.

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Persona-based event messaging

Create tailored elevator pitches and talking points for specific personas at sponsored events.

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What it does

This agent generates customized messaging for different audience segments attending your events. Given a persona type and event name, it produces an elevator pitch, relevant use cases, referenceable customers, and partner information to help your team engage effectively with attendees.

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Requirements

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Inputs and outputs

Inputs:

• Persona type (e.g., “IT Director”, “Developer”, “Executive”)
• Event name

Outputs:

• Elevator pitch tailored to the persona
• Relevant use cases for that audience
• 3 referenceable customers
• Partner information

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Marketing event description

Transform internal event briefs into engaging, on-brand event descriptions.

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What it does

This agent takes your internal event documentation and converts it into polished, customer-facing event descriptions. It maintains your brand voice while making the content compelling for your target audience.

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Requirements

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Inputs and outputs

Inputs:

• Event brief (description text or link to internal document)

Outputs:

• Polished event description ready for publication

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Customer reference summary

Surface the best-fit customer references for live deals based on industry, company size, and use cases.

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What it does

This agent searches your CRM and internal knowledge to find customers that match the profile of your prospect. It returns a structured table of relevant references including account details, deployment information, and use cases that align with your deal.

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Requirements

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Inputs and outputs

Inputs:

• Industry
• Company size
• Use cases to match

Outputs:

• Table with 3 recommended customer references including:
  • CRM links
  • Account owner
  • Deployment date
  • Matching use cases

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LinkedIn post draft

Convert internal wins and product launches into polished LinkedIn posts.

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What it does

This agent takes information about company news, product launches, or team wins and drafts a professional LinkedIn post. It includes UTM tracking for analytics and provides a direct link to post the draft to LinkedIn.

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Requirements

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Inputs and outputs

Inputs:

• Chat message describing what to post about (e.g., “We just launched our new analytics dashboard”)

Outputs:

• Draft LinkedIn post
• One-click “Draft to LinkedIn” link with UTM tracking

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SEO keyword research from sales calls

Analyze sales call transcripts to generate blog topic ideas and SEO keywords.

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What it does

This agent reviews sales call recordings and transcripts to identify common questions, pain points, and topics that prospects ask about. It then uses web search to validate keyword opportunities and generates actionable blog topic ideas with supporting keywords.

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Requirements

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Inputs and outputs

Inputs:

• Industry to focus on

Outputs:

• 5+ blog topic ideas with:
  • Topic context from sales conversations
  • Recommended SEO keywords