Template Roles
Hanc.AI offers 24 ready-to-use agent roles — each with a professionally crafted prompt, knowledge base structure, greeting message, and conversation flow. Every role is available in 20 supported languages, so picking a German Receptionist gives you a true German baseline rather than a translated English template.
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.
Prefer to Fill It Out with Your Team?
Every role card (and the Guided Setup wizard itself) offers a "Download as Word document" option. This isn't a static template — it's generated from the exact questions the Guided Setup wizard would ask for the role and language you picked. The wizard can later read your filled-in answers straight from the document and pre-populate itself.
How the round-trip works
- Download — From the role detail modal on the Template Roles page, or from inside the Guided Setup wizard, click Download as Word document. You get a
.docxfile named for your role and language, with one section per area of the agent's configuration (Company Profile, Services, Specialists, Locations, FAQ, and so on). - Fill it in offline — Open the file in Word, Google Docs, LibreOffice, or any compatible editor. Each section has the question text plus a clearly marked space for your answer. Skip questions you don't have an answer for; you can always come back later.
- Share with your team — The document is fully self-contained — pass it to colleagues, fill different sections in parallel, attach it to a project ticket. There's no platform login required to edit it.
- Upload back into Guided Setup — When the document is ready, open the Guided Setup wizard for the same role and click Upload filled document. The wizard parses your answers and auto-fills every matching field in the form. You'll see a confirmation like "12 of 18 fields filled from the document."
- Review and save — The wizard highlights what came from the document and lets you adjust anything by hand before the agent is created. Anything the platform couldn't match (renamed sections, free-form notes that don't map to a field) is flagged so you don't lose it silently.
When to use it
| Scenario | Why the Word doc fits |
|---|---|
| Multiple team members need to contribute | They edit the doc in parallel; you upload once at the end |
| You're gathering business info from a non-technical owner | They fill in Word, you handle the platform side |
| You need to align with stakeholders before launch | The doc doubles as a planning artifact you can email around |
| You want to keep an offline copy of your agent's scope | Save the filled-in doc as documentation alongside your agent |
The download is tied to the role and the language you picked in the role detail modal. If you're configuring a German Receptionist, the questions come out in German; same for any of the 20 supported languages. Pick the language first, then download.
You can upload the document more than once. Each upload overwrites the matching fields in the wizard — useful if you tweaked the doc after a first import.
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