Agent Templates
Templates that you can add as an easy base to your virtual agent.
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Templates that you can add as an easy base to your virtual agent.
Last updated
Was this helpful?
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.
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 centre 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 agent's 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 centre'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 only) - 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 only) - Use this agent to send out automated reminders to your users about upcoming appointments and sessions.
Schedule Appointment (available for Whatsapp agents only) - Use this agent template to create a scheduling agent for all kinds of virtual or in-person appointments.
Customer Service (available for WhatsApp agents only) - Tackle frequently asked questions relating to product shipping and escalate to a human representative over chat!
Hotels (available for WhatsApp agents only) - Handle quick actions including reservations, amenity and rewards enquiries. Escalate to a human representative over chat if required.
Appointment Management (available for WhatsApp agents only) - Authenticate your users and help them out with appointment scheduling, management and location enquiries.
