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Agent Templates Gallery

Pre-configured agents for common workflows. Install in one click, customize, then activate.

What are templates?

The /agents/templates gallery ships 28 first-party agents across six departments. Each template includes pre-tuned instructions, an appropriate tool selection, a reasonable schedule, and example actions you can expect on day one.

Templates are starting points. After installing, you'll be sent into the agent builder so you can adjust the name, instructions, schedule, approval mode, budget caps, and more before activating.

Departments

Sales (6) — Stalled Deal Watcher, Lead Qualifier, Forecast Tightener, Buyer Re-Engagement, Renewal Watcher, Pipeline Health Daily.

Marketing (4) — Campaign Reply Triage, MQL→SQL Promoter, Cold List Cleaner, Persona Tagger.

Support (4) — Ticket SLA Watcher, Escalation Detector, KB Gap Finder, At-Risk Customer Pulse.

Data Hygiene (5) — Duplicate Hunter, Missing-Field Audit, Orphan Contact Linker, Stale Lead Archive, Email Domain Normalizer.

Onboarding (4) — New Lead Welcome, Trial Day-3 Check-in, Trial Day-12 Save, First-Value Tracker.

Finance (5) — Invoice Past-Due Watcher, Quote Expiry Reminder, Payment Method Refresh, Unbilled Time Sweep, Renewal Price Audit.

Install flow

  1. Visit Agents → Templates, filter by department.
  2. Click Install & customize on a card.
  3. Review the pre-filled name, instructions, tools, and schedule in the agent builder.
  4. Adjust approval mode, confidence threshold, max actions, and (optional) cost caps in step 4.
  5. Click Test on last 7 days to dry-run before activating.
  6. Click Create & Activate to start the agent.

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