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Clone a playbook template

Six pre-built playbooks ship with Cualify. Clone one, edit the variables, and you've got a working agent in 2 minutes.

The 6 system templates

Each template covers a common outbound or inbound use case, with a tested prompt and a recommended language. You can edit anything after cloning — the templates are starting points, not constraints.

  1. Outbound sales — SaaS demo — qualify a B2B prospect and book a 15-minute demo. Default language: Hindi.
  2. Inbound support — Tier-1 triage — greet, identify intent, resolve from FAQ or route to a human queue.
  3. Appointment booking — Healthcare — book or reschedule a clinic visit with WhatsApp confirmation.
  4. Appointment reminder — Service — confirm an upcoming appointment 24h in advance, allow reschedule.
  5. Collections — Soft reminder — polite reminder for overdue invoice or EMI; capture commitment date. RBI-compliant scripts out of the box.
  6. Survey — NPS — Net Promoter Score in 60 seconds, with one qualitative follow-up.

How to clone

  1. Go to Playbooks
  2. Scroll to the "System templates" section (the 6 cards at the top)
  3. Click the template that matches your use case
  4. Click "Use this template"
  5. A new draft agent is created in your org and the editor opens with it

Editing the placeholders

Each template prompt has {{placeholders}} for customer-specific values — your company name, agent persona, product details. Replace them in the editor:

Original:
"You are calling on behalf of {{company}}. Greet the prospect,
briefly explain why we're calling (improving their {{pain_point}})..."

After editing:
"You are calling on behalf of Acme Logistics. Greet the prospect,
briefly explain why we're calling (improving their last-mile delivery times)..."

Tips for great prompts

  • Keep the greeting under 15 words. Long openers feel scripted; short ones feel human.
  • Tell the agent what NOT to say. "Never mention pricing unless asked" works better than "Be careful about pricing."
  • Specify how to handle "not interested". Default templates have polite exit lines. Don't remove them — they protect your DPDP/TRAI compliance.
  • Mention the language explicitly if you're using Hinglish ("Reply in Hindi-English mix, match the customer's register"). The LLM follows hints better than implicit cues.

What's next?