Templates
Hanc.AI offers 24 ready-to-use agent roles — each with a professionally crafted prompt, knowledge base structure, greeting message, and conversation flow. Pick a role, fill in your business details, and your AI voice agent is live.
Two Ways to Create an Agent
Quick Deploy
Click Deploy Agent on any template to instantly create a working agent with default values. You can customize everything later using the Setup Wizard (the glowing wand icon next to your agent's name) or by editing the prompt and knowledge base files directly.
Guided Setup
Click Guided Setup to walk through a step-by-step wizard. The wizard organizes your business information into clear sections — company profile, services, specialists, locations, and more. Fill in what you have, skip what you don't — at least one section is required.
Don't have all your information ready? Use Deploy Agent to get started immediately. You can always come back and fill in the details later — the Setup Wizard tracks your progress and shows you exactly what's left to complete.
Customer-Facing Roles
These agents handle calls from your customers — answering questions, booking appointments, taking orders, and more.
Sales Agent
Qualify leads, handle objections, and book meetings — 24/7
Receptionist
Answer calls, route inquiries, and book appointments
Consultant
Answer complex questions from your knowledge base
Support Agent
Troubleshoot issues and escalate when needed
Order Agent
Take orders, upsell, and process requests seamlessly
Call Router
Replace IVR menus with natural conversation routing
Reminder Agent
Confirm appointments, reschedule, and reduce no-shows
Feedback Agent
Collect reviews and satisfaction scores after every service
Collection Agent
Recover outstanding payments with professional communication
Lead Qualifier
Score and qualify inbound leads automatically
Guide
Provide directions, wayfinding, and facility information
Promoter
Run upsell, cross-sell, and promotional campaigns
Auto-Answerer
24/7 phone coverage — zero missed calls
Presenter
Product demos and feature presentations on demand
Employee-Facing Roles
These agents support your internal team — screening candidates, coordinating schedules, handling approvals, and more.
Secretary
Filter calls, manage scheduling, and protect focus time
Recruiter
Screen candidates and schedule interviews at scale
Onboarder
Guide new hires through onboarding step by step
Coordinator
Manage team schedules and resolve shift conflicts
Controller
Verify data, collect reports, and ensure compliance
Internal Helpdesk
Resolve employee questions about IT, HR, and policies
Data Collector
Gather structured data by phone — surveys, registrations, reports
Approval Agent
Get sign-offs in hours, not days
Procurement Agent
Automate supplier inquiries and order placement
Dispatcher
Assign jobs and coordinate field teams in real time
After You Deploy
Once your agent is created, you'll see:
- Setup Wizard (glowing wand icon) — fill in remaining business details section by section
- Knowledge Base tab — edit your agent's information files directly
- Model tab — fine-tune the agent prompt and greeting message
- Settings tab — change voice, language, and call behavior
If you edit the prompt or knowledge base files manually, the Setup Wizard will be disabled for that agent. You can always click Reset to Template to restore the wizard and start fresh with the original template.
Choosing the Right Template
| I need to... | Use this template |
|---|---|
| Answer customer calls and book appointments | Receptionist |
| Qualify and convert leads by phone | Sales Agent |
| Provide technical support | Support Agent |
| Take orders and upsell | Order Agent |
| Never miss a call again | Auto-Answerer |
| Reduce appointment no-shows | Reminder Agent |
| Collect customer feedback | Feedback Agent |
| Screen job candidates | Recruiter |
| Manage team schedules | Coordinator |
| Get faster approvals | Approval Agent |
Related
- Getting Started — Create your first agent
- Knowledge Base — How to structure your business information
- Voice Agents — Agent settings and configuration