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Template gallery

Templates for the workflows that drive volume

Pre-built operational stacks for the queues most teams optimize first — support & triage, lead capture, commerce conversations, and bookings.
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Support templates

Triage, auto-resolve, escalate with context

Approval gates by intent, amount, or risk—policy in code, not in scripts.

Support and triage12 templates
Auto-resolve, ticket creation, escalation with full context.
Lead capture and qualification6 templates
Qualify, route, and hand off to a rep with full thread context.
Commerce / messaging templates

Discovery to delivery in one thread

Cart, checkout, booking, post-sale—without bouncing the customer to another tool.

Commerce conversations8 templates
Discovery, cart, checkout, and post-sale in one thread.
Booking and reminders6 templates
Calendar-aware booking and multi-stage reminders.
Featured collection

The first queues most teams automate

Customize for your policy, ship in days.

SupportBeginner
Customer support and triage
FAQ, ticket creation, escalation
15 minutes setup

Handle common queries, escalate complex issues to agents with full thread context, and run a post-resolution survey on close.

KB-grounded FAQTicket creationHand-off with contextPost-resolution survey
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SupportIntermediate
Lead capture and qualification
Capture, qualify, route to rep
25 minutes setup

Capture leads, qualify against your rules, and route the qualified ones to the right rep — with full conversation context attached.

Per-source qualification rulesLead scoringCRM syncHand-off to rep
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CommerceIntermediate
Commerce in-channel
Discovery, cart, checkout, post-sale
30 minutes setup

Product discovery, cart awareness, payment hand-off, and post-sale tracking — all in the same thread the buyer reached out on.

Product catalog awarenessCart re-engagementPayment hand-offOrder status updates
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CommerceBeginner
Appointment booking
Booking, reminders, rescheduling
20 minutes setup

Calendar-aware booking with staff preferences, reminder cadences, and easy in-thread rescheduling.

Service selectionStaff availabilityMulti-stage remindersIn-thread reschedule
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Pick a template, ship in days.

Templates are starting points — they assume your KB, your channels, and your policy gates plug in.

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