Templates are ready-made agents for common jobs. Pick one, fill in a few fields (like which sequence to use), and it's created as a draft for you to test and turn on.
đ You need room under your plan's agent limit (N of M agents on your plan shows at the top of Templates).
đ Templates you can use today
Sales: Signal agent, Daily ICP Prospector, Prospect from a list, Companies to people, Reply router
Marketing: Lookalike companies, Target accounts (ABM)
Revenue operations: Event agent, Daily activity report, Account scorer
Account management: Champion follow-up
Competitive: Competitor radar
đ Templates marked Coming soon (Target account brief, Competitor play, Event prospecting, Lost-deal nurture, Deliverability watchdog, Do-not-contact guard) can't be used yet. Click Notify me to hear when one is ready.
Step 1: Pick a template
Narrow the list with the team chips, the search box, or the Starts, Works with, Availability and Sort filters.
Click How it works on a card to see what starts it and each step.
Click Use this.
Step 2: Fill in the form
Enter the Agent name.
Choose When it runs: Every day, Weekdays (MonâFri), Specific days or Only when I run it.
Pick the sequence or list it uses, and fill in Tell me.
Click Create agent. To change the steps first, click Customize steps to open the builder.
đ Competitor radar and Account scorer open straight in the builder, set up on a Monday 9:00 schedule. Check the steps, then click Create agent. The Daily ICP Prospector adds Tell it who to look for to its checklist: build your ICP in List Builder, or pick a saved search.
What happens next
The agent opens as a draft with a Get it ready checklist
Do a test run, then turn it on
Can't click Use this? Your team may be at its agent limit. Archive or delete an agent, or contact us to add more