Agent Templates
Agent Templates are pre-defined configurations that allow you to create agents quickly and efficiently. Instead of configuring an agent from scratch, you can choose a template that already includes instructions, personality, and optimized settings for specific use cases.
Overview
The SipPulse AI platform offers 22 templates organized into 7 categories, covering the main use cases in customer service, sales, internal support, and specific sectors like healthcare and finance.
Benefits of Templates
- Quick Start: Begin with tested and optimized configurations
- Best Practices: Templates based on industry standards
- Customization: Use as a base and adjust according to your needs
- Consistency: Maintain standards across different agents
Available Categories
| Category | Templates | Description |
|---|---|---|
| Customer Service | 7 | Customer support, collections, appointments |
| Sales | 2 | Lead qualification and consulting |
| Internal | 2 | HR and IT support for employees |
| Healthcare | 4 | Medical appointments, triage, exams |
| Financial | 4 | Banks, cards, loans |
| Utilities | 3 | Utilities, bills, outages |
How to Use Templates
Step 1: Access Agent Creation
- Navigate to Agents in the side menu
- Click the Create Agent button
Step 2: Select a Category
In the creation modal, you'll see the available categories in the left panel:
- Click on a category to filter templates
- Use All Templates to see all 22 templates
- Use the search bar to find specific templates
Step 3: Choose a Template
Each template displays:
- Name: Use case identification
- Description: Brief explanation of the purpose
- Complexity Level: Indicated by stars (★)
- ★☆☆ - Basic: Simple flows, few integrations
- ★★☆ - Intermediate: Moderate logic, some tools
- ★★★ - Advanced: Complex flows, multiple integrations
Step 4: Customize the Agent
After selecting a template, you'll be directed to the configuration screen where you can:
- Adjust the agent's instructions
- Configure the LLM model and TTS voice
- Add or remove tools
- Define variables specific to your business
Templates by Category
Customer Service (7 templates)
Templates focused on customer service and support:
| Template | Complexity | Description |
|---|---|---|
| Level 1 Support Agent | ★☆☆ | First-line support for common questions and FAQ |
| Technical Support Specialist | ★★☆ | Advanced technical support for complex software and integration issues |
| Collections Agent | ★★☆ | Debt negotiation and payment agreements |
| Appointment Scheduling | ★☆☆ | Schedule, reschedule, and cancel appointments |
| Satisfaction Survey | ★☆☆ | Feedback collection and CSAT/NPS survey |
| Callback | ★☆☆ | Callback for customers who abandoned queue or requested return |
| Ombudsman | ★★☆ | Formal complaints and escalations |
Sales (2 templates)
Templates for sales teams:
| Template | Complexity | Description |
|---|---|---|
| Lead Qualification Agent | ★★☆ | Qualify leads using BANT methodology (Budget, Authority, Need, Timeline) |
| Product Consultant | ★☆☆ | Help customers find the ideal product or service |
Internal (2 templates)
Templates for internal corporate use:
| Template | Complexity | Description |
|---|---|---|
| HR Assistant | ★☆☆ | Self-service for employees on HR questions and policies |
| IT Helpdesk | ★★☆ | Internal IT support for technical issues |
Healthcare (4 templates)
Templates for the healthcare sector:
| Template | Complexity | Description |
|---|---|---|
| Medical Appointment Scheduling | ★☆☆ | Book, reschedule, and cancel appointments |
| Prescription Renewal | ★☆☆ | Request prescription renewals |
| Symptom Triage | ★★★ | Initial symptom assessment and appropriate referral |
| Exam Results | ★★☆ | Information about availability and delivery of results |
Attention
The Symptom Triage template should only be used as initial assistance. Always guide patients to seek professional medical care for diagnoses.
Financial (4 templates)
Templates for financial institutions:
| Template | Complexity | Description |
|---|---|---|
| Balance Inquiry | ★☆☆ | Account balance, statement, and limit inquiries |
| Card Services | ★★☆ | Block, unblock, and replacement cards |
| Loan Inquiry | ★★☆ | Loan and financing simulation and inquiry |
| Fraud Alert | ★★☆ | Suspicious transaction confirmation and fraud prevention |
Utilities (3 templates)
Templates for utility companies:
| Template | Complexity | Description |
|---|---|---|
| Outage Report | ★☆☆ | Report power, water, or gas outages |
| Bill Inquiry | ★☆☆ | Duplicate bills, amounts, and due dates |
| Meter Reading | ★☆☆ | Submit reading and schedule technical visit |
Start from Scratch
If no template meets your needs, you can create a completely customized agent:
- In the creation modal, click Start from Scratch
- Configure all options manually:
- Name and description
- Custom instructions
- LLM model and TTS voice
- Required tools
Tip
Even when starting from scratch, you can get inspiration from existing template instructions. Create an agent from a template, copy the relevant instructions, and then create your customized agent.
Best Practices
When Using Templates
- Review the instructions: Read the template instructions completely before using
- Personalize the context: Replace placeholders with your company's actual information
- Test before deploying: Use the playground to validate behavior
- Adjust gradually: Make small changes and test each one
Choosing the Right Template
- Start with the simplest: If in doubt, choose a lower complexity template
- Consider integrations: More complex templates may require additional tools
- Evaluate volume: For high volume of interactions, prioritize optimized templates
Next Steps
After creating an agent from a template:
- Configure the Agent - Adjust instructions, models, and tools
- Test the Agent - Validate behavior in the playground
- Deploy the Agent - Publish via API, WhatsApp, or Chat Widget
- Monitor the Agent - Track metrics and conversations