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Agent Templates

Templates that you can add as an easy base to your virtual agent.
If you want to create a new agent, you can either choose to create one from scratch or add a ready-made template agent to your account. If you choose to work on a template, you can make changes and customize it accordingly.

You can choose from the following templates -

  • Take messages (available for Voice and Whatsapp) - Be available for your customers 24/7. Not only won't you miss a single interaction, but your agent will support your contact center by taking the caller's message or performing human-like self-service.
  • Change Details (available for Voice and Whatsapp) - Elegant self-service for ever recurring caller requests such as updating account details. Callers will be able to update their details using only the Virtual Assistant.
  • Collect details (available for Whatsapp agents) - Use this template in order to collect basic information from your users.
  • Survey (available for Voice and Whatsapp) - Keep track of your agents performance and customer Satisfaction by adding a post-call survey to your repertoire. The data you receive from the survey can help you gain valuable insights and be used to optimize your call center's performance.
  • Caller Identification (available on Voice agents) - Verify your callers to give optimal personal self-service. Use this template when you want to add an additional layer of security to your agent with the identification and verification of the caller.
  • FAQ (available for Voice and Whatsapp) - Relieve your Contact Center from constantly recurring questions and queries. Use this template when you want to enable your virtual agent to answer simple FAQs.
  • Package Tracking (available for Voice and Whatsapp) - Order Tracking with the help of a Virtual Assistant. Enable your callers to retrieve their package delivery date based on their order number.
  • Step by Step (available for Whatsapp agents) - Take your user through instructions to set up a product. This is also helpful for resolving errors, initialization instructions etc.
  • Appointment Reminder (available for Whatsapp agents) - Use this agent to send out automated reminders to your users about upcoming appointments and sessions.
  • Schedule Appointment (available for Whatsapp agents) - Use this agent template to create a scheduling agent for all kinds of virtual or in person appointments.