Templates
Agent Templates
Get started fast with pre-built agent templates for common use cases — customer support, appointment booking, lead qualification, and more.
Agent Templates
Templates are pre-configured agent blueprints for common business use cases. Instead of building from scratch, start with a template and customize it for your needs.
thinnestAI provides 30 templates across 8 industries. Each template includes optimized system prompts, recommended tools, and pre-configured voice settings that showcase our 44+ voice features.
Using Templates
From the Dashboard
- Click + New Agent to open the Create Agent modal.
- Browse templates organized by industry:
- Financial Services — Banking, payments, compliance, claims
- E-Commerce & Retail — Order tracking, returns, product discovery
- Telecom — Self-service, call routing, visual portals
- Healthcare — Appointments, patient intake, billing
- Sales & Outbound — Outbound sales, campaigns, lead qualification
- Real Estate — Property showings, buyer engagement
- Hospitality — Hotels, restaurants, concierge services
- Enterprise — IT helpdesk, QA monitoring, operations
- Click a template to preview its configuration.
- Click Use Template to create an agent from it.
- Customize the name, instructions, and tools for your specific business.
Template Contents
Each template includes:
| Component | Description |
|---|---|
| Name | Descriptive agent name |
| Instructions | Pre-written system prompt optimized for the use case |
| Voice Instructions | Separate prompt for voice call behavior |
| Model | Recommended AI model |
| Tools | Pre-selected tools relevant to the use case |
| Voice Config | Pre-configured voice tools and features |
Available Templates
Financial Services
| Template | Description | Voice Features |
|---|---|---|
| Collections & Payment Reminders | Outbound payment reminder agent | End call, voicemail drop, SMS |
| Account Balance & Transactions | Account inquiry and transaction support | Caller auth, DTMF, hold |
| Card & Loan Servicing | Card management and loan support | Caller auth, payment processing |
| Financial Customer Support | Full-service banking voice agent | DTMF menu, caller auth, sentiment escalation, survey, hold |
| Secure Policy Conversations | Compliance-heavy policy discussions | Guardrails, caller auth, recording |
| High-Security Banking | Voiceprint + PIN dual auth with voice approvals | Voice biometrics, voice approvals (HITL), conference calling, guardrails |
| Insurance Claims Agent | Claims intake with document upload | Voice approvals, visual IVR, compliance, pronunciation dict |
E-Commerce & Retail
| Template | Description | Voice Features |
|---|---|---|
| Order Tracking & Delivery | Order status and delivery updates | SMS mid-call, post-call follow-up |
| Returns & Refund Processing | Return requests and refund handling | Caller auth, call summary |
| Product Discovery Assistant | Product recommendations | Backchanneling, dynamic pace |
| Cart Abandonment Recovery | Outbound cart recovery calls | Voicemail drop, SMS, batch dialer |
| Multilingual Support Agent | Multi-language customer support | Multilingual auto-switch, backchanneling |
Telecom
| Template | Description | Voice Features |
|---|---|---|
| Telecom Self-Service | Account management and payments | DTMF menu, payment processing |
| Intelligent Call Routing | Smart routing based on intent | Call whisper, keywords, transfers |
| Outage & Service Notifications | Proactive outage alerts | Batch outbound, SMS, voicemail |
| Telecom Knowledge Assistant | Technical support with knowledge base | Guardrails, knowledge gap detection |
| Internal Service Desk | Employee IT/HR support | Hold, transfers, call summary |
| Visual Self-Service Portal | Visual menus sent to caller's phone | Visual IVR, call queue, barge-in, payment processing |
Healthcare
| Template | Description | Voice Features |
|---|---|---|
| Appointment Scheduling | Medical appointment booking | Appointment booking, SMS |
| Patient Intake & Triage | Pre-visit information collection | Keywords, caller auth |
| Post-Visit Follow-Ups | Outbound follow-up calls | Voicemail drop, post-call survey |
| Billing & Insurance Support | Billing questions and payments | Payment processing, caller auth |
| Documentation Workflows | Clinical documentation support | Recording, compliance, call summary |
Sales & Outbound
| Template | Description | Voice Features |
|---|---|---|
| Outbound Sales Dialer | High-volume outbound sales | DNC list, predictive dialer, conversion tracking, CRM sync, speed-to-lead, greeting A/B testing |
| Campaign Outreach Coordinator | Event invitations and re-engagement | DNC list, batch dialing, conversion tracking, post-call survey, voicemail drop |
Real Estate
| Template | Description | Voice Features |
|---|---|---|
| Real Estate Showing Agent | Property showings and buyer engagement | Visual IVR, conversational memory, appointment booking, greeting variants |
Hospitality
| Template | Description | Voice Features |
|---|---|---|
| Premium Concierge Service | Luxury hotel concierge | Voice biometrics, emotion-aware TTS, real-time translation, conversational memory, pronunciation dict, holiday calendar |
| Restaurant Reservation Agent | Restaurant booking and guest management | Voice cloning, multilingual, holiday calendar, greeting variants, emotion-aware TTS, conversational memory |
Enterprise
| Template | Description | Voice Features |
|---|---|---|
| Call Center QA Monitor | Quality assurance and monitoring | Call scoring/QA, live monitoring, webhook events, knowledge gap detection, CRM sync |
| Enterprise IT Helpdesk | Internal IT support with ticketing | MCP server integration, conference calling, voice approvals, pronunciation dict, barge-in |
Voice Feature Coverage
The 30 templates collectively showcase all 44+ voice features. Here are features introduced by the newer templates:
| Voice Feature | Template |
|---|---|
| Voice Biometrics | Premium Concierge, High-Security Banking |
| Voice Approvals (HITL) | High-Security Banking, Enterprise IT Helpdesk, Insurance Claims |
| Conference Calling | High-Security Banking, Enterprise IT Helpdesk |
| Visual IVR | Visual Self-Service Portal, Real Estate Showing, Insurance Claims |
| MCP Server Integration | Enterprise IT Helpdesk |
| Call Queue | Visual Self-Service Portal |
| Call Scoring / QA | Call Center QA Monitor |
| Live Call Monitoring | Call Center QA Monitor |
| Webhook Events | Call Center QA Monitor |
| Do-Not-Call List | Outbound Sales Dialer, Campaign Outreach |
| Conversion Tracking | Outbound Sales Dialer, Campaign Outreach |
| CRM Auto-Sync | Outbound Sales Dialer, Call Center QA Monitor |
| Speed-to-Lead | Outbound Sales Dialer |
| Predictive Dialer | Outbound Sales Dialer, Campaign Outreach |
| Greeting Variants (A/B) | Outbound Sales Dialer, Real Estate Showing, Restaurant Reservation, Campaign Outreach |
| Conversational Memory | Premium Concierge, Real Estate Showing, Restaurant Reservation |
| Holiday Calendar | Premium Concierge, Restaurant Reservation |
| Pronunciation Dictionary | Premium Concierge, Enterprise IT Helpdesk, Insurance Claims |
| Barge-In Phrases | Visual Self-Service Portal, Enterprise IT Helpdesk |
| Voice Cloning | Restaurant Reservation |
| Emotion-Aware TTS | Premium Concierge, Restaurant Reservation |
| Real-Time Translation | Premium Concierge |
See Voice Tools for detailed documentation on each feature.
Customizing Templates
After creating an agent from a template:
- Edit the system prompt — Customize with your company name, products, and policies.
- Add knowledge — Upload your FAQs, product docs, and training materials.
- Configure tools — Add API keys and connect to your specific services.
- Set up voice — Choose a voice that matches your brand.
- Test — Run test conversations to verify behavior.
Example: Customizing the Support Template
Template prompt:
"You are a customer support agent for [Company Name]."
Customized:
+ "You are a customer support agent for Acme Corp.
+ Our products include the Widget Pro ($49.99) and
+ Widget Enterprise ($199.99). Our return policy is
+ 30 days with original receipt."Creating Custom Templates
If you've built an agent configuration that you want to reuse:
- Go to your agent's settings.
- Click Save as Template.
- Give it a name, description, and category.
- The template is saved to your account for reuse.
Custom templates are private to your organization unless published.
Campaign Templates
Campaigns also have templates for common outbound scenarios:
| Template | Description |
|---|---|
| Event Invitation | Invite contacts to an event with RSVP handling |
| Appointment Reminder | Remind contacts about upcoming appointments |
| Survey Campaign | Conduct phone surveys with structured questions |
| Re-engagement | Reach out to inactive customers |
Best Practices
- Start with a template, don't start from scratch — Templates embody best practices for each use case.
- Test before deploying — Always run test conversations to verify the template works for your business.
- Add your knowledge base — Templates provide the structure; your knowledge provides the substance.
- Iterate on the prompt — The template prompt is a starting point. Refine it based on real conversations.
- Save successful configurations — When you've dialed in a great agent, save it as a template for your team.