AI Agent Templates for
Rapid Scale
Deploy industry-vetted AI Agent workflows, autonomous employees, and voice bot architectures in minutes. Connected natively to your CRM, EHR, MLS, and enterprise databases.
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AI Real Estate Sales Agent
End-to-end property sales lifecycle: Qualification, Advisory, Scoring, Recommendations, Appointments, Drip Follow-ups, Visit Reminders & Rep Handoff.
AI Automotive Sales Agent
Dealership sales automation: Buyer qualification, EV advisory, trade-in valuations, test drive scheduling, and CDK/Reynolds DMS sync.
AI Admissions Sales Agent
Higher Ed enrollment automation: Student qualification, GPA checks, course matching, counselor appointments, and Slate/Banner sync.
AI B2B Sales Agent
Inbound sales automation for agencies & consultancies: BANT scoring, case study matching, discovery call booking, and CRM sync.
AI Recruitment Sales Agent
Dual-channel staffing engine: Hiring manager fee qualification, candidate screening, interview booking, and Bullhorn/Greenhouse ATS sync.
AI Hotel Booking Agent
Boutique & resort sales automation: Live Opera/Mews room availability, direct bookings, pre-arrival room upgrades, and digital key prep.
AI SaaS Sales Agent
Inbound AI SDR for software companies: Qualifies trial signups, evaluates tech stack against ICP, books AE product demos, and syncs Salesforce.
AI Solar Sales Agent
Solar installer sales automation: Roof orientation qualification, 25-year ROI calculation, battery sizing, and field survey scheduling.
AI Home Services Sales Agent
HVAC & trade contractor dispatch: 2-hour emergency triage, instant estimate tiers, technician arrival windows, and ServiceTitan sync.
AI Patient Acquisition Agent
Private clinic intake engine: Symptom triage, private insurance verification (Bupa/AXA), live Cliniko/Jane booking, and DNA reduction kits.
AI Financial Sales Agent
FCA-compliant wealth intake: Pension & investment goals qualification, pre-fact-find data capture, Chartered Advisor booking, and audit logs.
AI Logistics Sales Agent
Freight forwarding & 3PL sales: Instant multi-modal spot rate calculation, CBM sizing, 72-hour price locks, and CargoWise TMS sync.
AI Industrial Sales Agent
Precision manufacturing RFQ engine: Material & tolerance scoping, CAD intake under NDA, DFM analysis, and SAP/Epicor ERP sync.
AI Insurance Sales Agent
Brokerage sales automation: Term life & health qualification, premium tier matching, encrypted KYC collection, and Applied Epic sync.
AI Travel Sales Agent
Tour operator sales engine: Custom itinerary builder, live Amadeus package quotes, instant deposit locks, and pre-departure upselling.
Real Estate Lead Qualifier
Qualifies home buyers and sellers in <30s on budget, mortgage pre-approval, timeline, and neighborhood criteria before routing to top agents.
Property Advisor & Investment AI
Delivers smart MLS listing discovery, Cap Rate analysis, cash flow projections, and neighborhood school ratings on demand.
WhatsApp Property Lead Agent
Captures Meta Click-to-WhatsApp leads, dispatches PDF floorplans, video tours, and coordinates site visits directly in chat.
Tenant Support & Maintenance
24/7 resident inquiries, emergency maintenance triage, lease FAQs, and contractor dispatch for property managers.
E-commerce Order Support
Autonomously resolves WISMO order tracking, pre-fulfillment address edits, and automated return label generation in <2s.
AI Lead Follow-up Agent
Contacts new marketing and ad leads in <60s across SMS/WhatsApp, qualifies intent, and books discovery calls on sales calendars.
Clinic Appointment & Intake
Handles 24/7 patient booking, insurance pre-checks, provider availability matching, and automated SMS reminders.
Property Tour Booking Agent
Coordinates in-person showings and open houses, sends lockbox directions, and syncs with ShowingTime and Google Calendar.
Real Estate Lead Follow-up
Re-engages dormant property leads with automated price-drop alerts on saved homes, open house itineraries, and rate shift updates.
Voice Call Logger & CRM Dispatcher
Captures Vapi/Retell voice call webhooks, scores sentiment, updates CRM deal stages, creates AE follow-up tasks, and pings Slack debriefs in <3.5s.
Autonomous SEO Content Machine
Audits SERP competitors, drafts 2,500+ word structured markdown guides with schema markup, creates DALL-E 3 graphics, and publishes to WordPress/Webflow.
Resume & Applicant Screening Agent
Ingests PDF resumes, scores technical and role fit against job rubrics (0–100), auto-schedules top 5% candidates with Calendly, and updates ATS records.
AI Invoice & Receipt Processing
Extracts vendor details, line items, and tax breakdowns from PDF bills, matches against Purchase Orders, prevents duplicates, and syncs to QuickBooks/NetSuite.
Funding & Signals Agent
Tracks venture funding rounds, executive leadership changes, and hiring spikes in real-time to trigger automated, hyper-timely sales outreach.
B2B Lead Qualification Agent
Evaluates every incoming lead against your ICP — company size, industry, location, budget signals, and buying intent. Scores and segments leads before outreach.
Prospect Research Agent
Researches each qualified company and contact — pulling firmographic data, recent news, tech stack, and hiring signals to build actionable 1-page briefings.
Email Outreach Agent
Writes and sends hyper-personalized cold emails, multi-step follow-ups, and re-engagement campaigns based on research dossiers with send-time optimization.
Email Reply & Triage Agent
Reads every inbound reply, classifies intent, handles objections, answers pricing and technical questions, and drives prospects directly toward booked meetings.
Meeting Booking Agent
Coordinates calendars, suggests mutual time slots based on rep availability and timezone, books the meeting, and sends video invites and reminders.
CRM & Sales Handoff Agent
Updates your CRM with every interaction, scores opportunities, summarizes the full conversation history, and delivers 30-second Slack briefings to reps.
AI Tenant Concierge
One AI front desk for every tenant in the building. Voice, WhatsApp & Chat for maintenance tickets, parking, visitor passes, and building policies.
AI Facilities & Maintenance Manager
Autonomous operations manager that makes sure building issues don't fall through the cracks. Ingests issues, checks priority, and dispatches vendors.
Customer Support Voice AI
Ultra-low latency voice support agent for 24/7 phone inquiries, order tracking, refund initiation, and warm human agent handoffs.
Sales & Outreach Voice Agent
Sub-minute inbound lead response and outbound discovery calls. Qualifies prospects with BANT and books demo meetings in-call.
Customer Support Chatbot
24/7 support chatbot with RAG knowledge retrieval, real-time order tracking widgets, returns management, and ticketing sync.
Sales & Lead Gen Chatbot
Convert website traffic into pipeline. Automatically qualifies inbound leads, answers pricing, and books demo calls in-chat.
AI SDR Autonomous Employee
Automate outbound prospecting, lead research, and meeting scheduling. Perfect for scaling your sales team autonomously.
AI Recruiter & Talent Agent
Streamline your hiring process with AI-powered resume screening, candidate sourcing, and automated interview coordination.
AI Executive Assistant
Automate your daily schedule management, inbox triaging, meeting briefing summaries, and action item tracking.
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