AI agents template library (Legacy)

<div class="body">
<div class="note attention">This article describes functionality available only to customers who had a drafted or published AI agent as of February 2, 2025. For information about equivalent functionality in the <a href="https://support.zendesk.com/hc/en-us/articles/8725042447002">AI agents - Advanced add-on</a>, see <a href="https://support.zendesk.com/hc/en-us/sections/8264324615322">Building dialogues for AI agents - Advanced</a>.</div>
<p><span style="color: #16140c;">Customizing your AI agent interactions to provide a seamless customer experience is easy with Zendesk’s conversation flows. These are pathways that control how your AI agent interacts with customers, guiding them to reach a resolution. Whether assisting with a purchase, resolving a product issue, or gathering essential information, conversation flows enable your AI agent to manage requests with precision.</span></p>
<p><span style="color: #16140c;">To help you get started quickly, we offer AI agent templates with pre-built conversation flows, alleviating the need to build one from scratch. These templates are customizable, so you can easily adjust them to align with your company’s unique requirements and tone of voice.</span></p>
<p><span style="color: #16140c;">There are plenty of AI agent templates to choose from, whether for generating leads, enhancing your e-commerce interactions, or improving support for customers and employees. </span></p>
<p class="undefined">Choose one of the templates below to learn more:</p>
<ul>
<li class="undefined"><a href="#h_01HT5PNC1R5B2FT1B311D5E380">Customer Support</a></li>
<li class="undefined"><a href="#h_01HT5QAKQ2064KW82GFK1QWBYW">Employee support</a></li>
<li class="undefined"><a href="#h_01HT5RC2QC9647XKGKF4QE44H9">E-commerce</a></li>
<li class="undefined"><a href="#h_01HT5RDW2D7DAS0S6V6VE4GG3A">Lead generation</a></li>
</ul>
<h3 class="undefined" id="h_01HT5PNC1R5B2FT1B311D5E380">Customer support</h3>
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<div class="card-header" id="hd_ac"><button class="btn btn-link" data-bs-target="#intro_ac" data-bs-toggle="collapse">&gt; Pricing options template</button></div>
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<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760e6g">
<a name="intro_ac"></a>Pricing options template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p><img alt="pricing-options.png" src="https://support.zendesk.com/hc/article_attachments/7856387948698"></p>
<p><span style="color: #17494d; background-color: #ffffff;">Equip your AI agent with a pricing information template to deliver immediate pricing details, bypassing the need for customers to search through your website.</span></p>
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<div class="card">
<div class="card-header" id="hd_ad"><button class="btn btn-link" data-bs-target="#intro_ad" data-bs-toggle="collapse">&gt; AI agent to human agent transfer template</button></div>
<div class="collapse hide" id="intro_ad">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760e6h">
<a name="intro_ad"></a>AI agent to human agent transfer template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div class="topic nested1" id="topic_ahx_h4c_qhb">
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<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="agent-transfer.png" src="https://support.zendesk.com/hc/article_attachments/7856387949082"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Some customers prefer to speak to live agents. Use this template to ensure seamless handovers from AI agents to a live support team member within the same conversation window.</span></p>
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<div class="card">
<div class="card-header" id="hd_ae"><button class="btn btn-link" data-bs-target="#intro_ae" data-bs-toggle="collapse">&gt; Customer satisfaction template</button></div>
<div class="collapse hide" id="intro_ae">
<h2 class="card-body" id="h_01JK65YKJYBYR6Z8FE5C41R708">
<a name="intro_ae"></a>Customer satisfaction template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_sfd_gbx_kxb">
<div aria-labelledby="ariaid-title7" id="topic_sfd_gbx_kxb">
<div class="topic nested1" id="topic_zpm_h4c_qhb">
<div class="topic nested2" id="topic_gph_q4c_qhb">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="An illustration showcases an example of a customer satisfaction chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicthatshowsanexampleofcustomersatisfactionchatbottemplate.png" width="850"></p>
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx"><span style="color: #16140c;">The customer satisfaction template expedites the support process and gathers valuable customer feedback. Promptly offer customers a satisfaction survey after customers engage with your AI agent, making them feel heard and gathering critical insights to refine your customer experience.</span></p>
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<div class="card">
<div class="card-header" id="hd_af"><button class="btn btn-link" data-bs-target="#intro_af" data-bs-toggle="collapse">&gt; Restaurant reservation template</button></div>
<div class="collapse hide" id="intro_af">
<h2 class="card-body" id="h_01JK65YKJYW3F5D4JF2SH2V4QM">
<a name="intro_af"></a>Restaurant reservation template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="restaurant-reservation.png" src="https://support.zendesk.com/hc/article_attachments/7856365475354"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Simplify your booking process with a restaurant reservation template that handles reservations automatically, reducing phone calls and freeing up staff to focus on high priority tasks. Customers can reserve tables at their convenience.</span></p>
<p class="undefined"> </p>
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<div class="card">
<div class="card-header" id="hd_ag"><button class="btn btn-link" data-bs-target="#intro_ag" data-bs-toggle="collapse">&gt; Travel feedback template</button></div>
<div class="collapse hide" id="intro_ag">
<h2 class="card-body" id="h_01JK65YKJY6RS4B50P7WAB8YVG">
<a name="intro_ag"></a>Travel feedback template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="An illustration showcases an example of a travel feedback chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofatravelfeedbackchatbot.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">For businesses in the travel industry, <span style="color: #16140c;">AI agents</span> are a valuable asset for providing quick, personalized support to travelers. Automatically surface customer feedback you can use to improve the experience of your travelers.</span></p>
<p class="undefined"> </p>
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<div class="card">
<div class="card-header" id="hd_ah"><button class="btn btn-link" data-bs-target="#intro_ah" data-bs-toggle="collapse">&gt; Cancel a reservation template</button></div>
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<h2 class="card-body" id="h_01JK65YKJYH3ED2RXTNK0CFH3T">
<a name="intro_ah"></a>Cancel a reservation template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="cancel-reservation.png" src="https://support.zendesk.com/hc/article_attachments/7059266513050"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Offer hassle-free reservation cancellations with a template that allows customers to cancel bookings at their convenience, without pulling one of your employees away from more important tasks.</span></p>
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<div class="card">
<div class="card-header" id="hd_aj"><button class="btn btn-link" data-bs-target="#intro_aj" data-bs-toggle="collapse">&gt; Post-purchase survey template</button></div>
<div class="collapse hide" id="intro_aj">
<h2 class="card-body" id="h_01JK65YKJYZMPAXTD6Y8YQYPCA">
<a name="intro_aj"></a>Post-purchase survey template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="An illustration showcases an example of a post-purchase survey chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicofapostpurchasesurveychatbot.png" width="850"></p>
<p><span style="color: #16140c; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span style="color: #16140c;">Improve your e-commerce experience with a post-purchase survey template. Automatically request feedback after a purchase to uncover areas for improvement without overburdening your live agents</span>.</span></p>
<p class="undefined"> </p>
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<div class="card">
<div class="card-header" id="hd_ak"><button class="btn btn-link" data-bs-target="#intro_ak" data-bs-toggle="collapse">&gt; News and updates template</button></div>
<div class="collapse hide" id="intro_ak">
<h2 class="card-body" id="h_01JK65YKJYWMMXHJA40KTT9SSV">
<a name="intro_ak"></a>News and updates template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="news-updates.png" src="https://support.zendesk.com/hc/article_attachments/7059283292570"></p>
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx"><span style="color: #16140c;">Keep your customers informed with a template designed to announce new products or features, ensuring your latest developments get the attention they deserve</span>.</p>
<p class="wysiwyg-text-align-justify"> </p>
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<div class="card">
<div class="card-header" id="hd_al"><button class="btn btn-link" data-bs-target="#intro_al" data-bs-toggle="collapse">&gt; Offline form template</button></div>
<div class="collapse hide" id="intro_al">
<h2 class="card-body" id="h_01JK65YKJYR18ZPK7HD1FYAT4E">
<a name="intro_al"></a>Offline form template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="An illustration showcases an example of an offline form chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofanofflineformchatbottemplate.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Even though AI agents can provide <span style="color: #16140c;">24/7 support</span>, there may be times when a customer prefers to speak with a human during off hours. An offline form template can help your business handle after-hours support inquiries, collecting information so your support live agents can pick up the conversation once they return.</span></p>
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<div class="card">
<div class="card-header" id="hd_ax"><button class="btn btn-link" data-bs-target="#intro_xl" data-bs-toggle="collapse">&gt; Restaurant order template</button></div>
<div class="collapse hide" id="intro_xl">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760e6x">
<a name="intro_xl"></a>Restaurant order template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Customer support</p>
<p class="undefined"><img alt="An illustration showcases an example of a restaurant order chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graghicshowsanexampleofarestaurantorderchatbot.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Streamline takeout with a restaurant order template that allows customers to place orders through your website's AI agent, avoiding phone queues and enhancing the dining experience.</span></p>
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<h3 id="h_01HT5QAKQ2064KW82GFK1QWBYW">Employee support</h3>
<div class="card">
<div class="card-header" id="hd_b3"><button class="btn btn-link" data-bs-target="#intro_b3" data-bs-toggle="collapse">&gt; Leave policy question template</button></div>
<div class="collapse hide" id="intro_b3">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760eb3">
<a name="intro_b3"></a>Leave policy question template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Employee support</p>
<p class="undefined"><img alt="An illustration showcases an example of a leave policy chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofleavepolicychatbottemplate.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Assist your HR department with an AI agent template that answers common leave policy inquiries, freeing HR to focus on more complex matters and providing employees with 24/7 support.</span></p>
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<div class="card">
<div class="card-header" id="hd_t1"><button class="btn btn-link" data-bs-target="#intro_t1" data-bs-toggle="collapse">&gt; Employee onboarding template</button></div>
<div class="collapse hide" id="intro_t1">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760et1">
<a name="intro_t1"></a>Employee onboarding template</h2>
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<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
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<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Employee support</p>
<p class="undefined"><img alt="An illustration showcases an example of an employee onboarding chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofemployeeonboardingchatbottemplate.png" width="850"></p>
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span style="color: #16140c;">Onboard new hires smoothly with an employee onboarding template. Engage new employees proactively, offering assistance and access to important onboarding information</span>.</span></p>
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<h3 id="h_01HT5RC2QC9647XKGKF4QE44H9">E-commerce</h3>
<div class="card">
<div class="card-header" id="hd_t2"><button class="btn btn-link" data-bs-target="#intro_t2" data-bs-toggle="collapse">&gt; Product recommendation template</button></div>
<div class="collapse hide" id="intro_t2">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760et2">
<a name="intro_t2"></a>Product recommendation template</h2>
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<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
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<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: E-commerce</p>
<p class="undefined"><img alt="An illustration showcases an example of a product recommendation chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofaproductrecommendationchatbot.png" width="850"></p>
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span style="color: #16140c;">Boost sales with a product recommendation template that allows your AI agent to act as an extension of your sales team, automatically offering personalized suggestions to customers, enhancing the shopping experience and encouraging purchases</span>.</span></p>
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<div class="card">
<div class="card-header" id="hd_t3"><button class="btn btn-link" data-bs-target="#intro_t3" data-bs-toggle="collapse">&gt; Order status template</button></div>
<div class="collapse hide" id="intro_t3">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760et3">
<a name="intro_t3"></a>Order status template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: E-commerce</p>
<p class="undefined"><img alt="An illustration showcases an example of an order status chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofaorderstatuschatbottemplate.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Keep customers informed about their purchases with an order status template, allowing your AI agent to offer them immediate access to their order details and delivery status.</span></p>
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<div class="card-header" id="hd_t4"><button class="btn btn-link" data-bs-target="#intro_t4" data-bs-toggle="collapse">&gt; Discount code template</button></div>
<div class="collapse hide" id="intro_t4">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760t4">
<a name="intro_t4"></a>Discount code template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: E-commerce</p>
<p class="undefined"><img alt="An illustration showcases an example of a discount code chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofadiscountcodechatbot.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">If there is one thing all shoppers love, it’s a discount code. Drive sales and customer satisfaction with a discount code template that allows your AI agent to proactively share special offers and entice customers to complete their purchases.</span></p>
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<div class="card">
<div class="card-header" id="hd_t5"><button class="btn btn-link" data-bs-target="#intro_t5" data-bs-toggle="collapse">&gt; Package tracking template</button></div>
<div class="collapse hide" id="intro_t5">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760et5">
<a name="intro_t5"></a>Package tracking template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: E-commerce</p>
<p class="undefined"><img alt="An illustration showcases an example of a package tracking chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graghicshowsanexampleofapackagetrackingchatbot.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">Offer real-time package tracking with a template that lets customers check the delivery status of their orders, improving post-purchase satisfaction.</span></p>
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<div class="card">
<div class="card-header" id="hd_t6"><button class="btn btn-link" data-bs-target="#intro_t6" data-bs-toggle="collapse">&gt; Online order template</button></div>
<div class="collapse hide" id="intro_t6">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760et6">
<a name="intro_t6"></a>Online order template</h2>
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<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: E-commerce</p>
<p class="undefined"><img alt="An illustration showcases an example of an online order chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofaonlinechatbot.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">For businesses that sell their products and services online, AI agents can direct customers to your online store to make a purchase, increasing engagement and driving business growth.</span></p>
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<h3 id="h_01HT5RDW2D7DAS0S6V6VE4GG3A">Lead generation</h3>
<div class="card">
<div class="card-header" id="hd_t7"><button class="btn btn-link" data-bs-target="#intro_t7" data-bs-toggle="collapse">&gt; Basic lead generation template</button></div>
<div class="collapse hide" id="intro_t7">
<h2 class="card-body" id="h_d9072e3c-e70b-4dea-8b33-cd2577760et7">
<a name="intro_t7"></a>Basic lead generation template</h2>
<div class="card-body">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<div aria-labelledby="ariaid-title7" id="topic_gvh_fmr_43b">
<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Lead generation</p>
<p class="undefined"><img alt="An illustration showcases an example of a basic lead generation chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/graphicshowsanexampleofabasicleadgenerationchatbot.png" width="850"></p>
<p class="undefined"><span style="color: #17494d; background-color: #ffffff;">A lead generation template is a great way to help your business generate <span style="color: #16140c;">sales leads</span> without taking time away from your sales team. For example, you can customize your lead generation template to ask visitors to share their name and email address when engaging with your AI agent.</span></p>
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<div class="card-header" id="hd_t8"><button class="btn btn-link" data-bs-target="#intro_t8" data-bs-toggle="collapse">&gt; Subscription form template</button></div>
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<a name="intro_t8"></a>Subscription form template</h2>
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<p class="Textstyle__TextRoot-sc-c9um69-0 jdkahx">Use case: Lead generation</p>
<p class="undefined"><img alt="An illustration showcases an example of a basic lead generation chatbot template and an example of how the conversation looks to customers." src="https://d1eipm3vz40hy0.cloudfront.net/images/AMER/20chatbottemplatessubscriptionform.png" width="850"></p>
<p><span style="color: #16140c;"><span style="color: #17494d; background-color: #ffffff;">Expand your SMS or email list with a subscription form template that automatically gathers customer contact details for future marketing campaigns</span>.</span></p>
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