AI Voice Agent Templates

Agent templates built on scripts that already close

Ready-to-configure agent templates for outbound sales, appointment setting, receptionist work, and follow-up calling, each with the actual qualifying questions, call logic, and transfer rules built in.

Agent ready

< 2 min

to configure and launch

24

Agent templates

4

Categories

< 2 min

Setup time

100%

Ready to launch

AI Sales Agent

A general outbound sales template built for teams calling a list of leads to introduce a product, gauge interest, and separate real prospects from polite no's.

AS

Outbound calling, pitch, objections, qualification

B2B sales teams working a purchased or scraped list

“Is this something your team is actively looking at right now, or more of a 'maybe down the line' thing?”

sample qualifying question

AI SDR

Built for teams whose leads have already shown some interest, a trial signup, a form fill, a content download, and just need a direct conversation to move forward.

AS

Trial and inbound follow-up, qualification, demo booking

Companies with self-serve trial signups nobody calls

“What made you sign up, what were you hoping to get done?”

sample qualifying question

AI Appointment Setter

A general-purpose template for any business whose main outbound goal is getting a specific meeting or call on the calendar, not closing a sale directly.

AA

Confirm interest, book a time, close the loop

Agencies booking discovery calls for clients

“Just to make sure this is worth the meeting, is [relevant situation] something you're currently dealing with?”

sample qualifying question

AI Lead Qualification

A template built to run through a fixed set of qualifying questions and hand off only the leads worth a human's time, nothing else.

AL

Filter before you sell

High-volume inbound lead gen businesses

“What's your rough budget range for something like this?”

sample qualifying question

AI Lead Follow-Up

Built to work through a backlog of stalled leads on a schedule, checking back in without sounding like a repeated cold pitch.

AL

Re-engage the leads everyone forgot about

Sales teams with a large stalled-lead backlog in the CRM

“Last we talked, you mentioned [specific detail], has anything changed on that front?”

sample qualifying question

AI Cold Calling

Built for the hardest version of outbound, calling someone who's never heard of the business and has every reason to hang up quickly.

AC

First contact, no prior relationship

Early-stage companies building a pipeline from scratch

“Is [specific problem] something that comes up for your team?”

sample qualifying question

AI Real Estate Agent

Built for real estate teams calling both listing inquiries and potential sellers, with the qualifying path branching based on which one the lead turns out to be.

AR

Buyer and seller outreach in one template

Solo agents without time to call every inquiry personally

“Are you looking to buy, or were you thinking about selling?”

sample qualifying question

AI Real Estate Lead Qualification

Unlike a general real estate template, this one skips the showing pitch entirely and focuses purely on scoring whether a lead is ready to work with an agent yet.

AR

Separate serious buyers and sellers from early browsers

Teams buying real estate leads in bulk from ad platforms

“Have you already spoken with a lender, and if so, are you pre-approved?”

sample qualifying question

AI Dental Receptionist

Built to handle the routine front-desk calling work at a dental practice, without pulling clinical staff away from patients.

AD

Scheduling, rescheduling, and reminders for a dental office

Single-location dental practices with a small front desk team

“Is this for a routine cleaning, or is something bothering you that we should look at sooner?”

sample qualifying question

AI Healthcare Receptionist

Built to handle routine scheduling calls at a clinic while staying carefully within the bounds of what a non-clinical caller should decide.

AH

Scheduling and intake for a medical clinic

Primary care practices with limited front-desk staff

“Is this a routine visit, or is there something going on that feels urgent?”

sample qualifying question

AI HVAC Receptionist

Built for HVAC companies fielding calls that range from routine maintenance to a broken system in the middle of a heatwave.

AH

Service call scheduling and urgency triage

Small HVAC companies without a dedicated dispatcher

“Is the system completely not working, or is it running but not doing its job well?”

sample qualifying question

AI Plumbing Receptionist

Built for plumbing companies where the difference between an active leak and a routine repair changes everything about how the call should be handled.

AP

Emergency triage and service scheduling

Independent plumbers without a dedicated office staff

“Is there water actively leaking or flooding right now?”

sample qualifying question

AI Insurance Follow-Up

Built to check back in on quotes that were started but never finished, a common gap in insurance sales where a lead gets most of the way through and then goes quiet.

AI

Re-engage stalled quotes and applications

Independent agents with a growing incomplete-quote list

“What made you stop partway through the quote, was it the price, or something else?”

sample qualifying question

AI Recruitment Screening

Built to run a consistent, fair first-round screening call across every applicant, freeing up a recruiter's time for the shortlist instead of the full pool.

AR

First-round candidate screening by phone

High-volume hiring roles like retail, hospitality, or logistics

“Are you authorized to work in this location without needing sponsorship?”

sample qualifying question

AI Customer Reactivation

Built to check in with past customers who haven't ordered, renewed, or engaged in a while, without sounding like a generic marketing blast.

AC

Win back customers who've gone quiet

Subscription businesses with a lapsed-customer segment

“It's been a while since we've seen you, was there something that changed, or just life getting busy?”

sample qualifying question

AI Customer Support

Built to answer common inbound questions immediately and route anything genuinely complex to a human without making the customer repeat themselves.

AC

Handle the routine, escalate the rest

Businesses with predictable, repetitive support questions

“What's going on, and can you give me your account or order number?”

sample qualifying question

AI Appointment Booking

Built for local service businesses fielding inbound calls asking to book an appointment, not a sales conversation, just efficient scheduling.

AA

Inbound service booking for local businesses

Salons, spas, and personal care businesses

“What service are you looking to book?”

sample qualifying question

AI Demo Booking

Built specifically to move an interested prospect straight to a booked product demo, with the right specialist based on what they're looking for.

AD

Get the right person on a product demo

SaaS companies with a specialized demo team by segment or use case

“What specifically are you hoping to see in the demo?”

sample qualifying question

AI Payment Reminder

Built to remind customers about an overdue payment clearly and respectfully, without the awkwardness that often comes with a human making this exact call repeatedly.

AP

Overdue invoice calls, handled directly

Service businesses invoicing after work is completed

“Is there a specific reason this one's been delayed, or was it more of an oversight?”

sample qualifying question

AI Renewal Calls

Built to reach customers ahead of an upcoming renewal date, confirm they're staying, and catch anyone about to churn while there's still time to address it.

AR

Confirm renewals before they lapse

Insurance providers with policy renewal dates

“Has anything changed on your end that might affect what you need going forward?”

sample qualifying question

AI Upselling

Built to call existing customers about a relevant upgrade, grounded in how they're actually using the product, not a blanket upsell pitch.

AU

Reach out with an upgrade that actually fits

SaaS companies with usage-based plan tiers

“I noticed you've been running close to your plan's limit on [specific feature], has that been getting in the way?”

sample qualifying question

AI Cross-Selling

Built to reach out to existing customers about a related product or service that genuinely complements what they've already purchased.

AC

Suggest what actually pairs with what they bought

Home service companies with related service lines

“Since you already have [existing product/service], is [related offering] something you've considered?”

sample qualifying question

AI Survey Agent

Built to gather honest, useful feedback over the phone, structured enough to be consistent across every customer but conversational enough that people actually stay on the line.

AS

Phone-based feedback without the robotic questionnaire feel

Businesses wanting post-service satisfaction feedback

“On a scale of one to ten, how would you rate your recent experience?”

sample qualifying question

AI Missed Call Recovery

Built to immediately return any call that went unanswered, since a missed call from a prospective customer is often the first and last chance a business gets before they move on to a competitor.

AM

Call back before they try somewhere else

Local service businesses without 24/7 phone coverage

“Sorry we missed you a moment ago, what were you calling about?”

sample qualifying question

Configure your first agent in minutes

Pick a template, set the pitch and qualifying questions, and launch a campaign on real calls.