Templates
AI agents, pre-built for your niche.
Every template is a real working agent, complete with its call flow, script, and prompt. Preview the flow, then deploy it to your account in minutes.
AI Appointment Setters
AI Appointment Setter for Real Estate Qualifies real estate leads on a live video meeting, screens out tire-kickers, and books the listing or buyer appointment straight onto your calendar. AI Appointment Setter for Agencies Qualifies inbound agency leads on a live video meeting, then books the right ones onto your founder or strategist's calendar. Never quotes a price. AI Appointment Setter for Coaches Screens coaching applicants on a live video meeting, qualifies them against your offer, then books the strategy call and protects your calendar from no-shows. AI Appointment Setter for Consultants Runs a quick fit-check on inbound consulting leads, qualifies them, then books the scoping call with the principal without ever quoting a price. AI Appointment Setter for Course Creators Qualifies applicants for your high-ticket program as a live video meeting, screens out the wrong fits, then books the strategy call without revealing price. AI Appointment Setter for Direct-Response Marketers Qualifies paid-traffic leads the moment they opt in, books the closer call fast, and cuts no-shows so your ad spend converts. AI Appointment Setter for Financial Advisors Runs the first fit-check as a video meeting, qualifies the prospect without giving advice, and books the intro meeting with the advisor. AI Appointment Setter for Info Products Qualifies VSL and webinar applicants on a live video meeting and books the fit ones onto your closer's calendar, without ever quoting price. AI Appointment Setter for Law Firms Runs new-matter intake as a video meeting, captures case facts accurately, screens against your practice areas, then books the attorney consult. Never gives legal advice or quotes fees. AI Appointment Setter for Solar Qualifies homeowners on ownership, roof, and bill basics as a live video meeting, then books the solar consult without ever quoting a price. AI Lead Qualification Agent for Agencies Scores inbound agency leads on need, authority, and timeline during a live video meeting, then routes each one to your closer, a nurture path, or a clean decline. Never quotes a price. AI Appointment Setter for Mortgage Meets inbound mortgage borrowers on a video call in seconds, checks the basics, and books your loan officer without quoting a rate.
AI Demo Agents
AI Demo Agent for SaaS Runs tailored SaaS demos as live video meetings with screen share, qualifies the buyer, then closes or books the follow-up. AI Demo Agent for Ecommerce Walks high-AOV and wholesale buyers through the right catalog lines on a live video meeting, then closes or books the next step.
AI Lead Qualification Agents
AI Lead Qualification Agent for Mortgage Runs a quick mortgage fit-check as a live video meeting, sorts purchase from refinance, captures the basics, then books your loan officer without quoting a rate. AI Lead Qualification Agent for Consultants Runs a quick fit-check on inbound consulting inquiries, scores fit, then books the consult or routes the rest, without ever quoting your fees. AI Lead Qualification Agent for Direct-Response Marketers Scores paid-traffic funnel leads on intent, budget band, and timeline, then routes only the qualified ones to your closer without quoting price. AI Lead Qualification Agent for Financial Advisors Runs a discreet video fit-check, scores prospect readiness, and routes qualified leads to the advisor, early ones to nurture, and wrong fits to a kind decline. AI Lead Qualification Agent for Real Estate Scores real estate leads on a live video fit-check, sorts buyer from seller, then routes them three ways: book the agent, nurture, or decline. Never quotes price. AI Lead Qualification Agent for SaaS Runs a quick SaaS fit-check as a live video meeting, scores inbound demo requests and PQLs, then books the AE or SE, nurtures the early ones, or declines wrong fits without quoting price. AI Lead Qualification Agent for Law Firms Screens inbound case inquiries on a video fit-check, scores the matter, then books the attorney, nurtures, or declines. Never gives legal advice or quotes fees. AI Lead Qualification Agent for Solar Runs a quick solar fit-check as a live video meeting, confirms home ownership, scores roof and bill basics, then books your consultant without quoting a price.
AI Sales Agents
AI Sales Agent for Coaches Runs your high-ticket coaching strategy calls as live video meetings, qualifies the applicant, reveals the price, handles objections, then closes or books the next step. AI Discovery Call Agent for Agencies Runs agency discovery calls as live video meetings, scopes the engagement without quoting price, then books the proposal walkthrough. AI Discovery Call Agent for Coaches Runs coaching discovery calls as live video meetings, qualifies applicants against your fit criteria, and books the enrollment call with you. Never quotes price. AI Discovery Call Agent for Consultants Runs consulting discovery calls as live video meetings, qualifies and scopes the lead, then books the scoping call without ever quoting a price. AI Discovery Call Agent for SaaS Runs SaaS qualification calls as live video meetings, maps the use case and buying committee, then books a tailored demo. No price revealed. AI Inbound Sales Agent for Ecommerce Catches your high-AOV, wholesale, and B2B ecommerce inquiries on a live video meeting, qualifies fast, reveals pricing and terms, then closes or books the next step. AI Inbound Sales Agent for SaaS Catches inbound SaaS demo requests live, runs a quick fit-check, presents the relevant fix, reveals price, then closes or books the deep demo. AI Inbound Sales Agent for Info Products Catches your ready-now inbound buyers live, qualifies fast, presents the relevant offer, reveals the price, then closes or books the right next step. AI Sales Agent for Agencies Runs your agency sales calls as live video meetings, qualifies the prospect, reveals the retainer, handles objections, then closes or sets the next step. AI Sales Agent for Direct-Response Marketers Closes the booked calls your paid traffic generates as live video meetings, qualifies the lead, reveals the price, handles objections, then closes or books the next step. AI Sales Agent for Course Creators Runs your high-ticket program and mastermind calls as live video meetings, qualifies the applicant, reveals the price, handles objections, then closes or books the next step. AI Sales Agent for Info Products Runs your booked high-ticket application calls as live video meetings, qualifies the applicant, reveals the backend price, handles objections, then closes or books the next step.
AI Follow-Up Agents
AI Follow-Up Agent for Coaches Re-engages no-show and gone-cold coaching leads on a warm video meeting, requalifies, surfaces the blocker, then rebooks the call without quoting price. AI Follow-Up Agent for Course Creators Re-engages no-shows and cold leads from your launch as a live video meeting, requalifies fast, then rebooks the call without revealing price. AI Follow-Up Agent for Ecommerce Re-engages stalled high-value carts, wholesale, and custom-order leads on a warm video meeting, requalifies, then books a brand specialist without quoting price. AI Follow-Up Agent for Direct-Response Marketers Re-engages no-show and gone-cold paid-traffic leads on a warm video meeting, requalifies, surfaces the blocker, then rebooks the closer without quoting price. AI Follow-Up Agent for Info Products Re-engages no-show and gone-cold application-funnel leads on a warm video meeting, requalifies, surfaces the blocker, then rebooks the closer without quoting price. AI Follow-Up Agent for Mortgage Re-engages no-show and aged mortgage leads, checks if the need is still live, surfaces why they stalled, then rebooks your loan officer without quoting a rate. AI Follow-Up Agent for Real Estate Re-engages aged portal and no-show buyer and seller leads on a warm video meeting, requalifies the move, surfaces the blocker, then rebooks the agent without quoting a number. AI Follow-Up Agent for Solar Re-engages no-show and gone-cold solar leads on a warm video meeting, requalifies the home, surfaces the blocker, then rebooks the consult without quoting cost.
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