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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.

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Using Templates

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From the Dashboard

  1. Click + New Agent to open the Create Agent modal.
  2. 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
  3. Click a template to preview its configuration.
  4. Click Use Template to create an agent from it.
  5. Customize the name, instructions, and tools for your specific business.

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Template Contents

Each template includes:
ComponentDescription
NameDescriptive agent name
InstructionsPre-written system prompt optimized for the use case
Voice InstructionsSeparate prompt for voice call behavior
ModelRecommended AI model
ToolsPre-selected tools relevant to the use case
Voice ConfigPre-configured voice tools and features

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Available Templates

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Financial Services

TemplateDescriptionVoice Features
Collections & Payment RemindersOutbound payment reminder agentEnd call, voicemail drop, SMS
Account Balance & TransactionsAccount inquiry and transaction supportCaller auth, DTMF, hold
Card & Loan ServicingCard management and loan supportCaller auth, payment processing
Financial Customer SupportFull-service banking voice agentDTMF menu, caller auth, sentiment escalation, survey, hold
Secure Policy ConversationsCompliance-heavy policy discussionsGuardrails, caller auth, recording
High-Security BankingVoiceprint + PIN dual auth with voice approvalsVoice biometrics, voice approvals (HITL), conference calling, guardrails
Insurance Claims AgentClaims intake with document uploadVoice approvals, visual IVR, compliance, pronunciation dict

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E-Commerce & Retail

TemplateDescriptionVoice Features
Order Tracking & DeliveryOrder status and delivery updatesSMS mid-call, post-call follow-up
Returns & Refund ProcessingReturn requests and refund handlingCaller auth, call summary
Product Discovery AssistantProduct recommendationsBackchanneling, dynamic pace
Cart Abandonment RecoveryOutbound cart recovery callsVoicemail drop, SMS, batch dialer
Multilingual Support AgentMulti-language customer supportMultilingual auto-switch, backchanneling

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Telecom

TemplateDescriptionVoice Features
Telecom Self-ServiceAccount management and paymentsDTMF menu, payment processing
Intelligent Call RoutingSmart routing based on intentCall whisper, keywords, transfers
Outage & Service NotificationsProactive outage alertsBatch outbound, SMS, voicemail
Telecom Knowledge AssistantTechnical support with knowledge baseGuardrails, knowledge gap detection
Internal Service DeskEmployee IT/HR supportHold, transfers, call summary
Visual Self-Service PortalVisual menus sent to caller’s phoneVisual IVR, call queue, barge-in, payment processing

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Healthcare

TemplateDescriptionVoice Features
Appointment SchedulingMedical appointment bookingAppointment booking, SMS
Patient Intake & TriagePre-visit information collectionKeywords, caller auth
Post-Visit Follow-UpsOutbound follow-up callsVoicemail drop, post-call survey
Billing & Insurance SupportBilling questions and paymentsPayment processing, caller auth
Documentation WorkflowsClinical documentation supportRecording, compliance, call summary

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Sales & Outbound

TemplateDescriptionVoice Features
Outbound Sales DialerHigh-volume outbound salesDNC list, predictive dialer, conversion tracking, CRM sync, speed-to-lead, greeting A/B testing
Campaign Outreach CoordinatorEvent invitations and re-engagementDNC list, batch dialing, conversion tracking, post-call survey, voicemail drop

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Real Estate

TemplateDescriptionVoice Features
Real Estate Showing AgentProperty showings and buyer engagementVisual IVR, conversational memory, appointment booking, greeting variants

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Hospitality

TemplateDescriptionVoice Features
Premium Concierge ServiceLuxury hotel conciergeVoice biometrics, emotion-aware TTS, real-time translation, conversational memory, pronunciation dict, holiday calendar
Restaurant Reservation AgentRestaurant booking and guest managementVoice cloning, multilingual, holiday calendar, greeting variants, emotion-aware TTS, conversational memory

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Enterprise

TemplateDescriptionVoice Features
Call Center QA MonitorQuality assurance and monitoringCall scoring/QA, live monitoring, webhook events, knowledge gap detection, CRM sync
Enterprise IT HelpdeskInternal IT support with ticketingMCP server integration, conference calling, voice approvals, pronunciation dict, barge-in

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Voice Feature Coverage

The 30 templates collectively showcase all 44+ voice features. Here are features introduced by the newer templates:
Voice FeatureTemplate
Voice BiometricsPremium Concierge, High-Security Banking
Voice Approvals (HITL)High-Security Banking, Enterprise IT Helpdesk, Insurance Claims
Conference CallingHigh-Security Banking, Enterprise IT Helpdesk
Visual IVRVisual Self-Service Portal, Real Estate Showing, Insurance Claims
MCP Server IntegrationEnterprise IT Helpdesk
Call QueueVisual Self-Service Portal
Call Scoring / QACall Center QA Monitor
Live Call MonitoringCall Center QA Monitor
Webhook EventsCall Center QA Monitor
Do-Not-Call ListOutbound Sales Dialer, Campaign Outreach
Conversion TrackingOutbound Sales Dialer, Campaign Outreach
CRM Auto-SyncOutbound Sales Dialer, Call Center QA Monitor
Speed-to-LeadOutbound Sales Dialer
Predictive DialerOutbound Sales Dialer, Campaign Outreach
Greeting Variants (A/B)Outbound Sales Dialer, Real Estate Showing, Restaurant Reservation, Campaign Outreach
Conversational MemoryPremium Concierge, Real Estate Showing, Restaurant Reservation
Holiday CalendarPremium Concierge, Restaurant Reservation
Pronunciation DictionaryPremium Concierge, Enterprise IT Helpdesk, Insurance Claims
Barge-In PhrasesVisual Self-Service Portal, Enterprise IT Helpdesk
Voice CloningRestaurant Reservation
Emotion-Aware TTSPremium Concierge, Restaurant Reservation
Real-Time TranslationPremium Concierge
See Voice Tools for detailed documentation on each feature.

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Customizing Templates

After creating an agent from a template:
  1. Edit the system prompt — Customize with your company name, products, and policies.
  2. Add knowledge — Upload your FAQs, product docs, and training materials.
  3. Configure tools — Add API keys and connect to your specific services.
  4. Set up voice — Choose a voice that matches your brand.
  5. Test — Run test conversations to verify behavior.

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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."

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Creating Custom Templates

If you’ve built an agent configuration that you want to reuse:
  1. Go to your agent’s settings.
  2. Click Save as Template.
  3. Give it a name, description, and category.
  4. The template is saved to your account for reuse.
Custom templates are private to your organization unless published.

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Campaign Templates

Campaigns also have templates for common outbound scenarios:
TemplateDescription
Event InvitationInvite contacts to an event with RSVP handling
Appointment ReminderRemind contacts about upcoming appointments
Survey CampaignConduct phone surveys with structured questions
Re-engagementReach out to inactive customers

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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.