Collections
Hardship, payment plans, disputes, contact policy, early-stage and late-stage recovery. All wired with FDCPA and TCPA guardrails.
Agent Studio
Template Gallery
Start from a template for your domain instead of a blank page. Collections, banking, insurance, customer service and more, each with the guardrails and tools the job needs already wired in.
- Domain templates
- 80+
- Verticals covered
- 6
- BFSI templates
- 50
- Average time to first draft
- < 5 min
How it works
From template to tested draft in three steps.
Every template produces the same versioned profile (AOP), so every launch follows the same evidence trail.
Pick a domain
Filter by vertical, use case or channel. Each template is tagged so you find the right starting point in seconds.
Customise the profile
The template gives you a working AOP. Change the procedure, guardrails or tools to match your operation.
Test and launch
Dry run the profile, test drive the agent and request launch when the readiness checks pass.
Coverage
Templates by domain.
Each vertical comes with templates for the most common jobs. The BFSI pack alone covers 50 use cases across banking, lending, insurance and capital markets.
Banking (BFSI)
50 templates covering account services, lending, insurance claims, capital markets, regulatory reporting and more.
Explore BFSI templatesCustomer service
Inbound support, escalation, billing inquiries and service requests with handover protocols.
Reporting
Automated report generation, data extraction and document assembly with citation guardrails.
Knowledge base
Search, retrieval, upload and citation workflows for internal knowledge management.
General
Blank and minimal templates for jobs that do not fit a vertical. Start clean and add what you need.
Template anatomy
What goes into every template.
Description and procedure
A plain-language description of the job and the step-by-step procedure the agent follows.
Guardrails
Domain-specific checks that fire on every generation step. Universal guardrails are added automatically.
Tools and connectors
The list of tools the agent may call: CRM reads, payment writes, knowledge base lookups and more.
Autonomy level
Starts at shadow or assisted. The agent earns its way to higher autonomy through evals and promotion.
Model and personality
A recommended model and personality preset so the agent starts with the right tone for the domain.
Vertical and channel tags
Tags for filtering: vertical (BFSI, collections), use case (hardship, KYC) and channel (voice, chat, email).
FAQ
Common questions about templates.
A description of the job, the procedure the agent follows, its guardrails, the tools it may use, the autonomy level, a recommended model and personality preset. Templates also carry vertical and channel tags so the gallery can filter them.
Every template produces a standard Agentic Orchestration Profile (AOP). Once you start from a template you own the profile and can edit anything: the procedure, the tools, the guardrails, the autonomy level.
Templates list domain-specific guardrails. Universal guardrails (PII detection, safety checks, audit requirements) are added automatically by the platform and do not need to appear in the template.
Yes. Any AOP can be saved as a template and published to the catalogue for other tenants to install.
Pick a template and build an agent in one session.
Bring one workflow. We will find the right template and take it to a tested draft while you watch.