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A template is a complete working configuration. Picking one writes, in a single step: your business profile and its labels, your category groups, the fields you store about your own records, the questions the bot asks, your matching dimensions and their weights, your qualification rules, the facts your bot may tell leads, and a handful of sample records so the screens are not empty. It also brings the offers your bot may make when a lead misses a rule, all switched off until you tick them (What your bot may offer). A price or a policy that came from a template waits for your confirmation before your bot says it (What your bot may tell leads).
None of it is locked. A template is a starting position, not a mode you are in afterwards.
Templates suggest, you decide
A template writes your rules but never decides which are hard. Under each rule you will see a suggestion in plain words, such as "Most tour operators treat a budget floor as negotiable", and nothing is selected for you. You choose Hard or Negotiable for every rule, and if you mark two or more hard, how many hard misses turn a lead away, before setup moves on. Each rule also arrives with a message for the lead, written warm to leave the door open. That is yours to rewrite. See Your sales approach.
Three things follow from "suggest":
- Every industry template has one or two rules, so you make only a few choices (Start from scratch has none, and you add your own). There are no "must answer" rules: a question you need answered is marked Required on the question itself (Intake fields).
- A number is a starting figure. Each template's money is written in dollars. The bot does not tell a lead a rule's number until you have seen it on the rule's card and chosen Hard or Negotiable there, so a template's guess is never quoted to a customer.
- Another currency starts blank. If your workspace is in a currency other than dollars, the template's money rules start empty and off, and its sample records carry no price. The rules step asks "What's your minimum?", and you can leave it blank for none. No amount is ever converted, because a dollar figure is not a rupee one.
The Clinics, HVAC and Home Services templates also carry a suggested emergency message, which you read and confirm on the rules step (Emergencies and safety).
What ships today
| Template | Your records | Your customers | The call it suggests |
|---|---|---|---|
| Clinics & Healthcare | Practitioners | Patients | Appointment, 30 minutes, in person |
| Creative Talent Agency | Editors | Clients | Intro call, 20 minutes, by video |
| Home Services / Contractors | Contractors | Homeowners | Site visit, 30 minutes, at the customer's address |
| HVAC / Heating & Cooling | Engineers | Customers | Site visit, 30 minutes, at the customer's address |
| Influencer Marketing | Creators | Brands | Intro call, 20 minutes, by video |
| Modeling & Casting | Models | Clients | Intro call, 20 minutes, by video |
| Real Estate Brokerage | Listings | Buyers | Viewing, 45 minutes, in person |
| Recruitment / Staffing | Candidates | Employers | Screening call, 20 minutes, by phone |
| Restaurants & Hospitality | Venues | Guests | None: the table is the product |
| Tech Recruiting | Developers | Clients | Screening call, 20 minutes, by phone |
| Travel & Tour Operators | Itineraries | Travellers | Planning call, 30 minutes, by video |
| Tutoring & Education | Tutors | Students | Trial lesson, 30 minutes, by video |
| Start from scratch | — | — | None |
The call is only a suggestion. Booking is off until you say Yes on your bot's to-do card (or on Next step), and the card arrives with the suggested call, its length and its place already filled in. Until then your team gets in touch with each ready lead (Your next step).
None fits?
If your business is not on the list, None fits? Set it up with AI at signup starts from a description of your business instead, and AI drafts a setup for you to check (Setting up with AI). Start from scratch in the table above (Build it myself on the signup page) is the same blank start: you see the same first screen, with Skip this, I'll build it myself to go without a draft.
Picking one
Match the shape of your business, not its name. The product does one thing: a customer arrives with a need, the bot collects the details, and the platform scores your own records against that need. If that describes you, the closest template by shape is the right one even when the industry label is wrong — a photography agency starts well from Creative Talent, and a driving school from Tutoring.
"Start from scratch" gives you an empty configuration and a longer setup. Choose it when nothing above is close, not to avoid deleting a few sample fields. It has no sample records, rules or questions at all.
Sample records
Templates come with sample records, flagged as samples. They exist so matching, the record list and the playground have something to work on from minute one.
They are not counted against your plan's record limit, and they are what keeps a template switch available: switching is offered only while you have not added anything of your own, so the samples do not block it. Delete them whenever they stop being useful — the dashboard checklist counts only your own records, so it will not tick until you have added five of your own, and until you add one your bot's to-do reminds you that the bot is matching against the samples.
Changing your mind
Freely, until you press Finish setup, and while you have no real leads and no records of your own: Fine-tune → Switch template in Quick start. See Switching or resetting your template.