Agent templates

Start from an agent that already knows the job.

Pick a ready-made agent or an industry workflow, add your own content, and launch. Every template is fully editable.

4chat agent templates
6industry workflows
100%editable
Minutesto your first agent

01 Chat agent templates

Four agents, ready to train.

Each one comes with a role, a tone and an opening line. Add your documents or website and it is ready to test.

Customer Support

Answers questions, tracks issues and hands off to your team when a person is needed.

Best for
Stores, clinics, service businesses
Suggested channels
WhatsApp, website
First message

Hi! I’m here to help with your order or any question about our services.

Use this agent

Sales Assistant

Recommends products, answers pricing questions and qualifies leads for your sales team.

Best for
E-commerce, real estate, B2B
Suggested channels
Instagram, Messenger, WhatsApp
First message

Hi! What are you looking for today? I can suggest what fits your budget.

Use this agent

Business Consultant

Gives clear, structured advice grounded in your company’s knowledge and services.

Best for
Agencies, consultancies, professional services
Suggested channels
Website, WhatsApp
First message

Welcome! Tell me about your business and I’ll suggest the next step.

Use this agent

Educational Mentor

Explains lessons, answers student questions and guides learners step by step.

Best for
Schools, academies, course creators
Suggested channels
WhatsApp, website
First message

Hi there! Which lesson shall we review today?

Use this agent

02 Automation templates

Six workflows, step by step.

See exactly what each template does before you use it. Change any step on the canvas.

Real estate4 steps

Viewing booking

WhatsApp: new messageAI: qualify leadCalendar: create eventWhatsApp: confirm
Use this workflow
Food & beverage4 steps

Order confirmation

Webhook: new orderAI: draft replyWhatsApp: sendSheets: add row
Use this workflow
Healthcare4 steps

Appointment reminders

Schedule: daily 9:00Sheets: read rowsWhatsApp: reminderSheets: update row
Use this workflow
E-commerce3 steps

Abandoned cart recovery

Webhook: cart abandonedAI: draft messageWhatsApp: send
Use this workflow
Logistics4 steps

Shipment status

Messenger: new messageAI: classifyHTTP: order statusMessenger: reply
Use this workflow
Education4 steps

Lead follow-up

Webhook: new sign-upWhatsApp: follow upAI: summariseGmail: send
Use this workflow

03 From template to live

Four steps, no code.

  1. 01Pick

    Choose an agent or a workflow template.

  2. 02Teach

    Add your documents, website or sheet.

  3. 03Test

    Try it in the built-in chat or a test run.

  4. 04Launch

    Connect a channel and switch it on.

Don’t see your use case?

Describe it to the Automation Copilot, or let our team build it for you.