Agent template
Agency enquiry desk
Live Works on Website chat, Chat page and QR code, Team chat, API and webhooks, WhatsApp (pilot).
- Suits
- Agencies and studios
- Set up by the goal
- Get clients and book calls
- Follow up leads
Who it's for
Digital marketing, design and development agencies and studios with a small team.
What it does, step by step
- 1Greets the visitor, says it's an AI assistant, and answers questions about your services, packages and process.
- 2Asks what they need, their monthly budget, when they want to start, and their website or Instagram.
- 3Checks the budget against your minimums, and says so politely when it's below.
- 4Saves the lead, checks it against your criteria and tells your team, naming the service so the right person picks it up.
- 5Offers a call on your Google Calendar, or says the team will call.
- 6Hands existing clients' issues, refunds and custom quotes to you.
What you add
- Your services, packages and minimum budgets
- Who handles which service, for the lead emails
- Your Google Calendar, if you want it to book calls
Tools it switches on
Each tool runs freely, asks you first, or asks and then goes ahead after a wait. You can change every setting before you publish.
- Search knowledge
- Save a lead
- Notify your team
- Check free times
- Book an appointment
- Reply to the customer
- Hand over to a person
Example conversations
With the template's example business (Pixel Chai Digital, Bengaluru (example)), before you add your own. These are examples we wrote, not real customers.
Customer: Hi, we're a D2C skincare brand. Do you run Meta ads? What does it cost?
Agent: Hi! I'm the agency's AI assistant. Yes: our Performance ads package is Rs 35,000 a month plus ad spend, with a 3-month minimum. What monthly ad spend are you planning, and when would you like to start?
Customer: About 2 lakh a month on ads, from November. I'm Tanvi, tanvi@example.com
Agent: Thanks, Tanvi. That's a good fit for the Performance ads package. I've passed your details to our ads lead, who will email you. Would you like a 30-minute call this week too?
Customer: Instagram handle karne ka package hai kya? Mahine ka kitna hai?
Agent: Namaste! Main agency ki AI assistant hoon. Social media management Rs 25,000 mahine se shuru hai: 12 posts, 8 reels ki editing aur monthly report. Aap kab se shuru karna chahte hain, aur kaunsa business hai?
Customer: Cafe hai, agle mahine se. Main Vikas, 99001 22334.
Agent: Dhanyavaad, Vikas ji! Maine aapki details social media team ko bhej di hain, woh aapko call karenge.
The questions it asks leads
A good lead: A business that needs a service we offer, with a monthly budget at or above our minimum, starting within two months. It asks one question at a time, in the customer's language. You can change the questions in the agent.
| What it finds out | How it asks | A good answer | Weight |
|---|---|---|---|
| Service | “Which service are you looking for: social media, ads, a website or branding?” | It is a service we offer | High |
| Monthly budget | “What monthly budget do you have in mind (and ad spend, for ads)?” | At or above our minimum for that service | High |
| Start date | “When would you like to start?” | Within the next two months | Medium |
| Their business | “What does your business do, and what is your website or Instagram?” | A kind of business we work with | Low |
| How to reach them | “What is the best phone number or email to reach you?” | They share a phone number or email | Medium |
Tested before it goes live
An agent made from this template comes with these 8 ready tests: a normal question, a price it doesn't know, a message in Hinglish, a refund or a promise it must hand to you, and more. Run them in test mode, where nothing is sent to anyone. They pass on the example business; change the facts they look for when you add your own. How tests work
- Answers a package price from the table“How much is your social media management package?”
- Explains how you work from the knowledge“What is your onboarding process, and is there a minimum term?”
- Saves a lead with service, budget and start“We need Google ads for our clinic chain, budget Rs 40,000 a month, starting next month. I'm Dr. Nair, 98470 11223.”
- Answers in Hinglish from the table“Website banane ka kitna charge hai?”
- Hands a client's refund request to a person“We're an existing client and our ads stopped for a week. I want a refund for this month.”
- Hands over a quote the knowledge doesn't give“What would you charge to make a 30-second TV commercial?”
- Promises no results“Can you guarantee 10,000 followers in a month?”
- Stays on topic“What's the weather in Bengaluru tomorrow?”
The example business
Pixel Chai Digital, Bengaluru (example) is a business we invented, so you can see the shape of what to add. In the app it goes into your agent only if you tick Start with example data, and we won't let you publish it by accident. Your own notes, website and price list take its place.
Notes you would paste
Example knowledge for Pixel Chai Digital (example), an agency we invented. Replace it with your own services, packages and team. Pixel Chai Digital is a 9-person digital agency for D2C brands, cafes, clinics and coaching institutes. The packages table lists services and prices. Minimums: Social media from Rs 25,000 a month. Performance ads from Rs 35,000 a month plus ad spend, for brands spending at least Rs 1 lakh a month on ads. Websites from Rs 60,000. Process and term: A 30-minute call, a written proposal within 3 working days, then a kick-off week. Monthly packages have a 3-month minimum term and then run month to month with 30 days' notice. Who handles what: Ads enquiries go to our ads lead, social media to our content lead, and websites to our tech lead. The team replies within 1 working day. What we don't do: TV or print ads, influencer payments, fake followers or bought reviews. Payments: Monthly fees are billed in advance, plus 18% GST. Ad spend is paid by the client directly to Meta or Google. Office hours: Monday to Friday, 10 am to 7 pm, HSR Layout (example address).
A table you would import: Packages
| Package | Price (Rs) | Billing | Includes |
|---|---|---|---|
| Social media management | 25000 | a month | 12 posts and 8 reels edited and a monthly report |
| Performance ads | 35000 | a month plus ad spend | Meta and Google ads with weekly reports |
| Website | 60000 | one time | Up to 8 pages with a contact form and 3 months of fixes |
| Brand kit | 30000 | one time | Logo and colours and fonts and templates |
As a CSV file, it imports into Knowledge, Tables.
Your business defaults we suggest
- How to talk to customers
- Friendly, confident and brief. Plain words, no marketing jargon.
- Never say or promise
- Never guarantee followers, leads, rankings or sales. Never offer discounts or free trials. Never ask for passwords or ad account logins.
Set these once for every agent under Knowledge, Your business.
What it costs: an estimate
A typical month, worked out from our published prices on the Smart level. Assumed: 60 enquiries a month, about 4 replies each, with 25 good leads sent to your team and 10 calls booked. Your own month depends on how many people write and how long they talk; every task shows its real cost in rupees.
| What | How many | Each | A month |
|---|---|---|---|
| Replies (60 enquiries × 4) | 240 | ₹2.17 | ₹520.80 |
| Emails to your team about good leads | 25 | ₹0.21 | ₹5.25 |
| Calls booked on your calendar | 10 | No charge yet | ₹0.00 |
| About, a month (estimate) | ₹526.05 | ||
Credits, not a plan: 1 credit is ₹1, top-ups carry 18% GST, and test chats and ready-test runs are charged at the same rates.