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 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.