> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jengolabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example templates

> Example agent templates for Property OS, Beauty OS, and Grio CX

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.

***

## Property OS

### 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.

### 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.

### 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.

***

## Beauty OS

### 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.

### 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.

### 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.

***

## Grio CX

### 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.

### 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.

### 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.

***

## 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](/agents/create-agent) and [Knowledge base](/agents/knowledge-base).