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Agent templates

Start from an agent that already knows the job

Each template is a finished agent for one kind of business — the prompt, the tools and the knowledge structure are already set. Pick one, answer a few questions about your business, and it goes live.

Every template answers only from the documents you give it.

Legal & immigration

3

Legal client intake agent

Screens enquiries against the work you actually take, and books the ones worth a consultation

What it can answer
“How much does an uncontested divorce cost, and what does that include?”
“I received a letter before action. What happens next and how quickly do I need to reply?”
See the template

Company formation agent

Answers jurisdiction and fee questions from your price sheets, then collects the KYC file

What it can answer
“Hong Kong or Singapore if most of my sales are in the US?”
“Do I need a local director, and what does that cost each year?”
See the template

Immigration intake and case-chasing agent

Screens enquiries against the routes you actually file, then keeps the document chain moving

What it can answer
“My employer says they can sponsor me — what do you need from them before I apply?”
“I was refused a visa two years ago. Does that stop me applying again?”
See the template

Finance & insurance

2

Insurance quote and renewal agent

Answers cover questions from your policy wording and chases renewals before they lapse

What it can answer
“Is my home office equipment covered under a normal home policy?”
“What is the excess on a windscreen claim, and does it affect my no-claims?”
See the template

Loan pre-qualification agent

Answers program questions from your own sheets and hands officers a complete borrower file

What it can answer
“What is your rate on a 3-month bridge loan, and how quickly could it close?”
“I am self-employed with two years of accounts — what do you need from me to apply?”
See the template

Education

3

Course pre-sale agent

Answers "is this right for me" from your curriculum, so buyers stop asking it in your DMs

What it can answer
“I have a desk job and about twenty minutes a day. Is the eight-week programme too much for a beginner?”
“What exactly is live and what is recorded, and how long do I keep access?”
See the template

Study abroad advising agent

Answers programme, cost and timeline questions from your counselling material, and keeps every deadline moving

What it can answer
“What would a two-year masters in Australia cost my daughter in total, including living costs?”
“My son's grades are borderline for the schools we picked. Is it still worth applying?”
See the template

Tutoring enrolment agent

Answers a parent's questions about your classes, schedules and fees, and books the trial lesson

What it can answer
“My daughter is in Year 7 and finds fractions hard. Which class would she go into?”
“What are the Saturday morning times, and are there places left this term?”
See the template

Retail & services

2

Booking and guest-preference agent

Takes booking requests around the clock and remembers how each guest likes to be looked after

What it can answer
“Do you have a table for six on Saturday around 8, and can we bring a birthday cake?”
“I'm booking a massage for Thursday — can I have the same therapist as last time?”
See the template

Fit and garment-care agent

Answers sizing from your own charts and care questions from your own care guide

What it can answer
“I took a medium in your linen shirt last summer and it shrank. Should I size up in the wool one?”
“I'm 175cm and usually a 32 waist — which trousers size should I order?”
See the template

Software & technology

1

Project scoping agent

Runs the discovery conversation before an engineer joins, and hands over a brief instead of "they want an app"

What it can answer
“We want an internal tool to replace a set of spreadsheets. Can you give me a ballpark?”
“Do you integrate with SAP Business One, and have you done it before?”
See the template

Games & interactive characters

1

Character companion agent

A character from your story or game that readers can talk to, and that stays in character safely

What it can answer
“What actually happened between you and your brother that winter?”
“Do you remember what I told you last time about my exams?”
See the template