Templates

Copy. Paste. Edit one thing.

Starting points for prompts, goal sequences, escalation rules, and personality presets. Every template is opinionated — we made the calls we'd make for you, then left the edges editable.

Demo library — real downloadable templates ship soon.

Discovery & qualification

• .md

  BANT discovery prompt

  Conversational discovery script that captures budget, authority, need, and timeline without sounding like a checklist.

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• .md

  MEDDIC sales playbook

  Six-field MEDDIC discovery covering metrics, economic buyer, decision criteria, decision process, identified pain, and champion.

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• .yaml

  Top-20 objection-handling rules

  Pre-loaded responses for the most common objections you'll hear on a marketing-site qualification call. Edit per product.

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Onboarding & activation

• .json

  Goal-sequence template (freeflow)

  Five-goal sequence for first-session onboarding. Contextual ordering — I pick the right next goal based on what you said.

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• .json

  Goal-sequence template (guided)

  Strict-order goal list for products where activation is a known multi-step flow. Walks the user step by step.

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• .yaml

  Knowledge-priority preset

  Default priority list — pasted notes outrank crawled docs outrank crawled marketing. Edit to push specific URLs up the list.

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Support & escalation

• .yaml

  Support escalation rules

  Rule set for when to escalate to a human — by sentiment, by topic, by plan tier. Reads like a config file, edits in five minutes.

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• .yaml

  Doc-gap detection preset

  Captures the topics customers ask about that I couldn't answer from your docs. Outputs the weekly review queue.

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Personality & voice

• .md

  Personality template — playful

  Warm, conversational, lightly playful tone. Good for consumer products and self-serve SaaS.

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• .md

  Personality template — formal

  Polished, professional tone with measured language. Good for enterprise SaaS where buyers expect gravitas.

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• .md

  Custom opening prompt

  First-utterance template — how I greet the user when a session starts. Adapt per agent role.

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