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Your organization may have agent templates you can use when creating an agent. Templates define the agent’s goal, steps, and sometimes integrations. Below are example ideas per vertical; the exact templates in your app may differ.

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Property OS

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Daily operations briefing

An agent that reads your calendar and property data, then sends you a daily email with:
  • Today’s schedule and meetings
  • Urgent maintenance issues and work orders
  • Tenants with overdue rent, lease renewals, move-ins and move-outs
  • Vendor appointments and actionable items
Use it as a Daily briefing agent so you start the day with one summary.

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Maintenance and work orders

An agent that helps tenants or staff report issues and follows your process:
  • Asks what’s wrong and where (property/unit)
  • Can create or triage maintenance issues and work orders
  • Can trigger scheduling (vendor proposes times, tenant agrees)
  • Sends updates by email or in-app message
Use it as a Tenant support or Maintenance agent.

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Cost and vendor performance

An agent that analyzes maintenance costs and vendor performance over a period and sends a report (e.g. by email or to a sheet). Useful for Operations or Finance reviews.

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Beauty OS

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Daily appointment briefing

An agent that reviews the day’s appointments and sends you a briefing with:
  • Today’s schedule and client list
  • New clients and any research or notes
  • Service prep (equipment, products)
  • Staff assignments and follow-up actions
Use it as a Daily briefing or Front desk agent.

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Booking and client support

An agent that helps clients book, reschedule, or ask questions:
  • Answers questions about services, hours, and policies
  • Can check availability and suggest times
  • Can create or update appointments (if connected to your system)
  • Uses your knowledge base (pricing, policies, FAQs)
Use it as a Booking or Client support agent.

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Lead and consultation follow-up

An agent that follows up on form submissions or new leads:
  • Sends a confirmation message
  • Can add the lead to your pipeline and create a task (e.g. “Schedule consultation”)
  • Can segment by source (e.g. consultation form vs. general inquiry)
Use it as a Sales or Reception agent.

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Grio CX

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Conversation triage

An agent that handles new conversations and routes them:
  • Creates a triage task
  • Tags by channel (e.g. email, chat)
  • Can assign to a team or agent based on rules
Use it as a Inbox or Triage agent.

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Welcome and first question

An agent that sends a welcome message or asks a first question (e.g. “What can we help you with? Reply 1 for Sales, 2 for Support.”) and then routes by answer. Useful for WhatsApp or Chat channels.

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Escalation and supervisor alert

An agent that watches for escalated or at-risk conversations and notifies a supervisor or creates a follow-up task. Use it as a Quality or Supervisor agent.

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Using a template

  1. In AI Hub, click Create agent.
  2. Choose Start from template.
  3. Pick the template that fits (e.g. Daily briefing, Tenant support, Booking).
  4. Adjust General, Knowledge base, Behaviours, and Workflows in the agent’s Persona to match your organization.
  5. Activate the agent and connect it to the right channel or inbox.
For more detail, see How to create an agent and Knowledge base.