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Agent Template Guide
Available Templates
Lead Prospector
Find qualified leads automatically.
What it does:
- Searches your database for prospects
- Scores by fit (company size, industry, etc.)
- Sends personalized intro email
- Tracks opens and clicks
- Sends follow-up if no response
Best for: Sales teams looking to increase pipeline
Setup time: 2 minutes
Cost: $0.10-0.50 per lead
Example: Finds 50 leads/week worth $450K pipeline
Email Nurture
Send personalized emails on a schedule.
What it does:
- Waits for trigger (new lead, tag added, etc.)
- Sends sequence of emails
- Personalizes with lead data
- Tracks engagement
- Removes unresponsive leads
Setup time: 5 minutes
Cost: Included in plan
Lead Scorer
Rank leads by quality automatically.
What it does:
- Analyzes lead attributes
- Assigns score (0-100)
- Updates CRM with score
- Routes to sales team if >80 score
- Reports scoring breakdown
Setup time: 3 minutes
Cost: Included in plan
Meeting Scheduler
Book meetings automatically.
What it does:
- Sends meeting request to leads
- Checks calendar availability
- Books meeting automatically
- Sends calendar invite
- Sends reminder 1 day before
Setup time: 3 minutes
Cost: Included in plan
How to Deploy a Template
- Go to AI Agents
- Click "Deploy Agent"
- Select template
- Configure (takes 2-5 min depending on template)
- Click "Deploy"
- Monitor on dashboard
Template Configuration
Each template has customizable fields:
Triggers:
- On schedule (daily, hourly, etc.)
- When tag added in CRM
- Webhook from external system
Filters:
- Company size (min/max employees)
- Industry (which industries to target)
- Geography (which countries/regions)
- Previous action (only untouched leads)
Actions:
- Email subject/body
- CRM field to update
- Slack/Teams notification
- Custom webhook
Output:
- Update CRM field
- Send report email
- Webhook to your system
ROI Calculator
Example: Lead Prospector
Setup cost: 0.5h × $150/hr = $75
Monthly cost: Template = $0
Lead cost: 50 leads × $0.25 = $12.50
Total monthly cost: $87.50
Assuming 10% close rate, $50K avg deal:
- Leads generated: 50/month
- Deals closed: 5/month
- Revenue: $250K/month
ROI: 2,850% 🚀
Template Best Practices
- Start simple - Deploy 1 template first
- Monitor closely - Check dashboard daily first week
- Adjust gradually - Tweak settings based on results
- Add complexity - Deploy 2nd agent after 1 week
- Measure ROI - Calculate impact weekly
Troubleshooting
Agent not running?
- Check integrations are connected
- Verify triggers are enabled
- Check logs in Monitoring tab
Wrong data being used?
- Check filter criteria
- Run test workflow
- Review CRM data quality
Not enough leads?
- Expand filter criteria
- Check CRM has data
- Verify email isn't going to spam
Contact Support
If template doesn't work as expected: