> ## Documentation Index > Fetch the complete documentation index at: https://docs.thinnest.ai/llms.txt > Use this file to discover all available pages before exploring further. # 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 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. ### 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](/docs/voice/tools) for detailed documentation on each feature. *** ## 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. ### Example: Customizing the Support Template ```diff theme={null} 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: 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. ## 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.