Powerful AI Templates for Your Business

Book Demo Appointment

Set up a product demo meeting.

Schedule Follow Up

Schedule a follow up appointment

Lead Qualification

Check if a potential customer fits specific criteria.

Book New Appointment

Set a new meeting or service time.

Reschedule No Show

Reschedule a missed appointment.

Customer Onboarding

Collect needed info to finish a customer’s project.

Customer Service (Help Desk)

Help and solve customer problems or questions.

Abandon Cart-Send Coupon

Send a coupon code to customers who left items in their cart.

Data Collection

Have people fill out a form for information.

Cross Sell

Suggest related items to current customers.

Next Steps

Guide customers on what to do next.

Previous Customer

Connect again with past customers.

Survey

Ask customers for their opinion in a survey.

Previous Quote

Re-engage about a past price given to a customer.

Previous Lead

Reach out to past interested leads.

Announcement

Share exciting news with everyone.

Claim Offer

Promote a special deal to grab interest.

Event Registration

Advertise an event and get sign-ups.

Service/Maintenance Reminder

Reminder about upcoming service or maintenance.

General Interest

Grab people’s attention towards something.

Event Reminder

Remind people of an upcoming event.

Polling

Get information from voters.

Collections

Contact customers for past due payment.

Custom

Build your own templates.