> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tabbly.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Agent Templates Library
> Accelerate your voice AI deployment with ready-to-use templates. Choose from Tabbly's curated collection of pre-built agents designed for common business scenarios, then customize to match your unique needs.
## **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
Instead of building from scratch, start with a proven template and customize it to your specific requirements.
***
## **How to Use Agent Templates?**
**Quick Start in 5 Steps:**
1. **Browse & Select**: Find the template that matches your use case below
2. **Import to Dashboard**: Click "Use This Template" to add it to your workspace
3. **Customize**: Adjust prompts, voice, and settings to match your brand
4. **Test**: Run conversations in the Tabbly Playground to refine behavior
5. **Deploy**: Activate for live calls once you're satisfied with performance
Each template is fully editable—treat it as your starting point, not a limitation.
***
## **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
**Languages**: English, Hindi, Spanish\
**Use Cases**: Sales teams, marketing agencies, real estate, B2B services
[**Use This Template →**](https://docs.tabbly.io/leadqualification)
***
### **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
**Languages**: English, Spanish, French, German, Hindi, and 25+ more\
**Use Cases**: E-commerce, SaaS, telecommunications, financial services
[**View Details →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) | [**Use This Template →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#)
***
### **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
**Languages**: English, Spanish, Hindi\
**Use Cases**: Medical clinics, dental offices, salons, spas, professional services
[**View Details →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) | [**Use This Template →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#)
***
### **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
**Languages**: English, Hindi, Spanish\
**Use Cases**: E-commerce, retail, online services
[**View Details →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) | [**Use This Template →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#)
***
### **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
**Languages**: English\
**Use Cases**: HR departments, recruitment agencies, high-volume hiring
[**View Details →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) | [**Use This Template →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#)
***
### **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
**Languages**: English, Spanish, Hindi\
**Use Cases**: SaaS platforms, subscription services, membership programs
[**View Details →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) | [**Use This Template →**](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#)
***
## 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
**Languages**: English, Hindi, Spanish\
**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
**Languages**: English, Spanish, French\
**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
**Languages**: English, Hindi\
**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
**Languages**: English, Hindi, Spanish\
**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
**Languages**: English, Hindi, Spanish, French, German\
**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
**Languages**: English, Spanish, Hindi\
**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
**Languages**: English\
**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
**Languages**: English, Spanish\
**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
**Languages**: English, Hindi, Tamil, Telugu, Kannada\
**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
**Languages**: English, Spanish, Hindi, French\
**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
**Languages**: English, Hindi, Spanish\
**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
**Languages**: English, Hindi\
**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
**Languages**: English, Hindi, Spanish\
**Use Cases**: Real estate agencies, property developers, brokerages
[**Use This Template →**](https://docs.tabbly.io/leadqualification)
***
**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
**Languages**: English, Hindi\
**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
**Languages**: English, Hindi\
**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
**Languages**: English, Hindi, Tamil\
**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
**Languages**: English, Spanish, Hindi\
**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
**Languages**: English, Hindi, Spanish, French\
**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
**Languages**: English, Spanish, Hindi, French, Italian\
**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
**Languages**: English, Hindi, Spanish\
**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
**Languages**: English, Hindi, Spanish, French, Arabic\
**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
**Languages**: English, Spanish\
**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
**Languages**: English, Spanish, Hindi\
**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 & Personality**
* Voice selection (male/female, accent, tone)
* Speaking pace and style
* Formality level
* Brand-specific phrases
**Business Logic**
* Integrations with your CRM, calendar, or database
* Custom data collection fields
* Conditional routing rules
* Post-call automation triggers
**Language & Localization**
* Primary and fallback languages
* Regional dialects and accents
* Time zone and business hours
* Currency and measurement formats
### **Customization Best Practices**
1. **Start Small**: Import the template as-is and test it first
2. **Iterative Changes**: Make one change at a time and test the impact
3. **Use Variables**: Leverage dynamic fields for personalization
4. **Test Thoroughly**: Run multiple test conversations before going live
5. **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
**Request a Custom Template**: [Contact our team](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) to discuss your specific requirements.
***
## **Getting Started**
**Ready to deploy your first agent?**
1. Choose a template that matches your use case
2. Click "Use This Template" to import it
3. Follow our [Setup Guide](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) to customize and deploy
4. Start handling calls within the hour
**Questions?** Check our [Template FAQ](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) or [contact support](https://claude.ai/chat/56d691a6-5ea8-4efc-9a81-6b71f881db2d#) for assistance.