Documentation

Agent Templates

Template starting points you can adapt to your business context.

Last updated: March 9, 2026

Support template

Designed for handling FAQs, account help, and order-status style questions.

Pair with a clear escalation policy for complex or sensitive requests.

Sales template

Focuses on qualification, plan guidance, and objection handling.

Use strong guardrails to avoid unsupported pricing or policy claims.

Operations template

Useful for internal SOP guidance, task checklists, and team onboarding flows.

Keep source knowledge current and review responses regularly with domain owners.