What is the Agent Templates Library?
The Tabbly Agent Templates Library offers production-ready voice AI agents that you can deploy in minutes. Each template comes pre-configured with:- Optimized Prompts: Expert-crafted conversation flows tested across thousands of calls
- Smart Workflows: Pre-built logic for common business processes
- Best Practice Settings: Ideal voice, language, and processing configurations
- Customizable Variables: Easy personalization for your brand and use case
How to Use Agent Templates?
Quick Start in 5 Steps:- Browse & Select: Find the template that matches your use case below
- Import to Dashboard: Click “Use This Template” to add it to your workspace
- Customize: Adjust prompts, voice, and settings to match your brand
- Test: Run conversations in the Tabbly Playground to refine behavior
- Deploy: Activate for live calls once you’re satisfied with performance
Featured Agent Templates
Lead Qualification Agent
Engage every prospect with intelligent qualification calls Automatically calls new leads to ask qualifying questions, gauge interest, answer common questions, and schedule meetings with your sales team. Key Features:- Asks customizable qualification questions
- Scores leads based on responses
- Books appointments directly to calendars
- Sends lead data to your CRM
Use Cases: Sales teams, marketing agencies, real estate, B2B services Use This Template →
Customer Support Agent
24/7 intelligent customer service that never sleeps Handles inbound support calls, answers frequently asked questions, troubleshoots common issues, and seamlessly transfers complex cases to human agents. Key Features:- Answers FAQs from your knowledge base
- Guides users through troubleshooting steps
- Creates support tickets automatically
- Escalates to humans when needed
Use Cases: E-commerce, SaaS, telecommunications, financial services View Details → | Use This Template →
Appointment Scheduling Agent
Automate booking for clinics, salons, offices, and service businesses Functions as your virtual front desk, handling appointment requests, checking availability, booking slots, sending confirmations, and managing rescheduling requests. Key Features:- Real-time calendar integration
- Collects patient/client information
- Sends SMS/email confirmations
- Handles cancellations and rescheduling
Use Cases: Medical clinics, dental offices, salons, spas, professional services View Details → | Use This Template →
Cart Abandonment Recovery Agent
Turn abandoned carts into completed sales Proactively calls customers who left items in their cart, addresses concerns, answers product questions, and offers assistance to complete the purchase. Key Features:- Personalizes outreach with cart contents
- Addresses common objections
- Applies promotional codes when appropriate
- Processes orders over the phone
Use Cases: E-commerce, retail, online services View Details → | Use This Template →
Recruitment Screening Agent
Screen, interview, and qualify candidates at scale Conducts initial phone screenings, asks standardized interview questions, evaluates responses, and ranks candidates for your hiring team’s review. Key Features:- Asks customizable screening questions
- Evaluates candidate responses
- Schedules follow-up interviews
- Generates candidate summaries
Use Cases: HR departments, recruitment agencies, high-volume hiring View Details → | Use This Template →
Onboarding Agent
Welcome and guide new users with personalized onboarding calls Reaches out to new customers or users, provides personalized product guidance, answers initial questions, and ensures successful setup and activation. Key Features:- Customized welcome messaging
- Product feature walkthroughs
- Answers setup questions
- Collects feedback on onboarding experience
Use Cases: SaaS platforms, subscription services, membership programs View Details → | Use This Template →
Sales & Marketing
Sales Follow-Up Agent Nurtures leads with timely, personalized follow-up calls after initial contact or inquiry. Key Features:- References previous interactions naturally
- Addresses specific questions from initial contact
- Moves leads through the sales funnel
- Schedules demos or consultations
Use Cases: B2B sales, real estate, insurance, financial services View Details → | Use This Template →
Product Launch Announcement Agent Keeps customers engaged by announcing new features, product updates, and promotional campaigns. Key Features:
- Delivers personalized product announcements
- Answers questions about new features
- Offers exclusive early-access or discounts
- Gauges interest and collects feedback
Use Cases: SaaS companies, e-commerce, subscription services View Details → | Use This Template →
Win-Back Campaign Agent Re-engages churned or inactive customers with personalized offers and solutions. Key Features:
- Understands reasons for churn
- Presents tailored win-back offers
- Addresses previous pain points
- Processes reactivation immediately
Use Cases: Subscription businesses, SaaS, membership programs, telecom View Details → | Use This Template →
Event Registration Agent Invites customers to webinars, conferences, workshops, and promotional events with automated registration. Key Features:
- Personalizes event invitations
- Handles registration and confirmation
- Sends calendar invites automatically
- Answers event-related questions
Use Cases: Marketing teams, educational institutions, corporate events View Details → | Use This Template →
Customer Success
Survey & Feedback Agent Conducts comprehensive NPS surveys, customer satisfaction assessments, and detailed product feedback collection. Key Features:- Asks customizable survey questions
- Adapts questions based on responses
- Identifies promoters and detractors
- Generates detailed feedback reports
Use Cases: Product teams, customer success, market research View Details → | Use This Template →
Renewal Reminder Agent Proactively reaches out to customers about upcoming subscription or contract renewals. Key Features:
- Reminds customers before expiration
- Explains renewal benefits
- Processes renewals over the phone
- Handles upgrade conversations
Use Cases: SaaS platforms, insurance, memberships, service contracts View Details → | Use This Template →
Customer Health Check Agent Conducts proactive check-ins to ensure customer satisfaction and identify potential issues early. Key Features:
- Assesses product usage and satisfaction
- Identifies upsell opportunities
- Detects early churn signals
- Schedules follow-up actions with success team
Use Cases: B2B SaaS, enterprise software, managed services View Details → | Use This Template →
Training & Adoption Agent Helps customers maximize product value through guided training calls and feature adoption. Key Features:
- Provides personalized feature walkthroughs
- Answers usage questions in real-time
- Identifies knowledge gaps
- Schedules advanced training sessions
Use Cases: Software companies, technology products, enterprise tools View Details → | Use This Template →
Operations & Logistics
Delivery Confirmation Agent Confirms cash-on-delivery orders, delivery addresses, and timing with customers before dispatch. Key Features:- Verifies order details and delivery address
- Confirms delivery time preferences
- Handles order modifications
- Reduces failed delivery attempts
Use Cases: E-commerce, food delivery, logistics companies View Details → | Use This Template →
Order Status & Tracking Agent Provides proactive order updates and answers shipping-related questions automatically. Key Features:
- Shares real-time tracking information
- Explains delivery delays with empathy
- Handles address change requests
- Manages delivery rescheduling
Use Cases: E-commerce, retail, courier services View Details → | Use This Template →
Payment Reminder & Collections Agent Sends gentle payment reminders and handles early-stage collection calls professionally. Key Features:
- Reminds about upcoming due dates
- Offers payment plan options
- Processes payments over the phone
- Escalates to human agents when needed
Use Cases: Fintech, utilities, subscription services, lending View Details → | Use This Template →
Warranty & Service Reminder Agent Reminds customers about warranty expiration, service appointments, and maintenance schedules. Key Features:
- Notifies about upcoming expirations
- Schedules service appointments
- Explains warranty coverage options
- Processes warranty extensions
Use Cases: Automotive, electronics, home appliances, HVAC services View Details → | Use This Template →
Industry-Specific
Real Estate Lead Qualifier Agent Qualifies property buyers and sellers, collects detailed requirements, and schedules property viewings. Key Features:- Identifies buyer/seller/investor profiles
- Collects budget and location preferences
- Determines purchase timeline
- Books property viewing appointments
Use Cases: Real estate agencies, property developers, brokerages Use This Template →
Insurance Quote & Application Agent Gathers customer information, provides insurance quotes, and assists with application processes. Key Features:
- Collects coverage requirement details
- Provides instant quote estimates
- Explains policy options and benefits
- Initiates application process
Use Cases: Insurance companies, brokers, financial advisors View Details → | Use This Template → Insurance Quote & Application Agent Gathers customer information, provides insurance quotes, and assists with application processes. Key Features:
- Collects coverage requirement details
- Provides instant quote estimates
- Explains policy options and benefits
- Initiates application process
Use Cases: Insurance companies, brokers, financial advisors View Details → | Use This Template →
Loan Application Assistant Agent Helps customers understand loan options, gathers application information, and guides through the process. Key Features:
- Explains loan products and eligibility
- Collects financial and employment details
- Calculates EMI and payment schedules
- Submits applications to backend systems
Use Cases: Banks, NBFCs, fintech lenders, microfinance View Details → | Use This Template →
Healthcare Patient Intake Agent Collects patient information, medical history, and insurance details before appointments. Key Features:
- Gathers comprehensive patient information
- Collects medical history and allergies
- Verifies insurance coverage
- Completes pre-appointment forms
Use Cases: Hospitals, clinics, diagnostic centers, telehealth View Details → | Use This Template →
Education Admissions Agent Engages prospective students, answers program questions, and guides through the admission process. Key Features:
- Provides course and program information
- Explains admission requirements
- Collects student information
- Schedules campus tours or counseling sessions
Use Cases: Universities, colleges, training institutes, online education View Details → | Use This Template →
Restaurant Reservation Agent Handles table reservations, special requests, and answers menu-related questions for restaurants. Key Features:
- Checks table availability in real-time
- Takes special dietary requirements
- Handles large party bookings
- Sends reservation confirmations
Use Cases: Restaurants, cafes, catering services, hotels View Details → | Use This Template →
Gym & Fitness Membership Agent Promotes gym memberships, schedules trial sessions, and answers fitness program questions. Key Features:
- Explains membership plans and pricing
- Books trial workout sessions
- Collects fitness goals and preferences
- Processes membership sign-ups
Use Cases: Gyms, fitness studios, yoga centers, sports facilities View Details → | Use This Template →
Travel Booking Assistant Agent Assists customers with flight, hotel, and package bookings while answering travel-related queries. Key Features:
- Provides travel package information
- Checks availability and pricing
- Handles booking modifications
- Answers visa and documentation questions
Use Cases: Travel agencies, tour operators, airlines, hotels View Details → | Use This Template →
Veterinary Appointment Agent Schedules pet appointments, collects pet health information, and answers basic care questions. Key Features:
- Books appointments for various services
- Collects pet medical history
- Handles emergency triage
- Sends appointment reminders
Use Cases: Veterinary clinics, pet hospitals, grooming services View Details → | Use This Template →
Legal Consultation Scheduler Agent Qualifies potential clients, schedules initial consultations, and collects case information for law firms. Key Features:
- Gathers case details confidentially
- Assesses practice area fit
- Schedules attorney consultations
- Collects conflict check information
Use Cases: Law firms, legal aid organizations, corporate legal departments View Details → | Use This Template →
Template Customization Guide
Every template can be tailored to your specific needs:What You Can Customize
Conversation Flow- Opening greeting and introduction
- Questions and qualification criteria
- Objection handling responses
- Closing and next steps
- Voice selection (male/female, accent, tone)
- Speaking pace and style
- Formality level
- Brand-specific phrases
- Integrations with your CRM, calendar, or database
- Custom data collection fields
- Conditional routing rules
- Post-call automation triggers
- Primary and fallback languages
- Regional dialects and accents
- Time zone and business hours
- Currency and measurement formats
Customization Best Practices
- Start Small: Import the template as-is and test it first
- Iterative Changes: Make one change at a time and test the impact
- Use Variables: Leverage dynamic fields for personalization
- Test Thoroughly: Run multiple test conversations before going live
- Monitor & Refine: Review real call data and continuously improve
Need a Custom Template?
Don’t see exactly what you need? We can help: For Enterprise Customers:- Custom agent development for unique use cases
- Industry-specific compliance and requirements
- Advanced multi-agent workflows
- Dedicated support for template optimization
Getting Started
Ready to deploy your first agent?- Choose a template that matches your use case
- Click “Use This Template” to import it
- Follow our Setup Guide to customize and deploy
- Start handling calls within the hour