Collections agent
Debt collections agent with FDCPA and TCPA guardrails.
Collections
Resources
AOP Library
An AOP, or Agentic Orchestration Profile, is the versioned file that says what an agent may do, which tools it may call and which checks it must pass. These are the starting templates in Agent Studio.
Templates
Approved starting points, by domain.
Each template is a starting point your team edits and approves. Your own AOPs stay in your workspace and never appear here.
14 templates shown
Inbound hardship
Inbound hardship intake agent for financial difficulty cases.
CollectionsOutbound collections
Outbound debt collection agent with FDCPA and TCPA guardrails and hardship handoff.
CollectionsSkip trace
Skip tracing and right-party contact verification agent.
CollectionsCustomer service
Customer service agent with knowledge base grounding.
Customer serviceKnowledge base answers
Knowledge base questions and answers agent, answering only from approved sources.
Knowledge answersReporting
Report generation agent with data access.
ReportingBilling inquiry
Utility billing questions and payment dispute resolution agent.
UtilitiesOutage reporting
Utility outage reporting and status update agent.
UtilitiesClaims intake
First notice of loss and insurance claims intake agent.
InsurancePolicy changes
Insurance policy change and endorsement request agent.
InsuranceAppointment scheduling
Healthcare appointment booking and management agent.
HealthcareInsurance verification
Insurance eligibility and benefits verification agent.
HealthcareGeneral purpose
General-purpose agent with basic governance.
General
From template to live agent
A template is where governance starts, not where it ends.
Start from a template
Pick the closest template in Agent Studio. The right guardrails for that domain come pre-wired.
Make it yours
Edit the procedure, the tools it may call and the checks it must pass. A dry run validates it before anything runs.
Promote on evidence
It starts in shadow, acting on nothing. It moves up only after its evals pass and a named person signs off.
What is not on this page
Procedure text, tool lists and guardrail settings are left out on purpose. We walk through a full AOP in a demo, with its checks and its version history.
Bring a procedure you run today.
We will turn it into an AOP with you and show the approvals and ledger entries it produces.