AI agent templates
Find an AI agent template for b2b services. Start with the task your clients need to complete, review the example, and adapt the agent with your knowledge and tools. Clients open its page and work with it by text or voice.
Start with a real client need
Choose the result. Then choose the agent.
Explain the supplied data and help clients work through their findings.
37 templates02Adapt explanations, practice, and feedback to the person learning.
3 templates03Turn a conversation and supplied information into a usable draft or brief.
3 templates04Help clients explore their options and shape a plan around their needs.
2 templatesThe client experience
Illustrative sessions.
Built around your expertise.
YOUR CONCEPT BRIEF
Two focused zones
Daniel, two desks. One room that works.
For architectural studios
Create an AI room layout agent with its own web page. Give clients two conceptual room arrangements with circulation priorities and a saved architectural brief through conversation.
Explore templateYOUR ASSESSMENT
Test the approval step
Luis, the delay may be after the proposal.
For business consultants
Create an AI business diagnosis agent with its own web page. Give clients an explained assessment of the business problem, competing causes, and a prioritized action plan through conversation.
Explore templateYOUR RESULT
Two projects match your rollout
Two projects match your rollout
For consulting firms
Create an AI agent for consulting reference matching with its own web page. Your agent finds comparable delivered projects and explains why each is relevant without exposing restricted client details. Give clients a relevant experience shortlist and a formal reference request.
Explore templateFind your starting point
Compare the task, the result,
and the tools your agent needs.
Templates 1 to 48 of 50
Architectural studios
Create an AI room layout agent with its own web page. Give clients two conceptual room arrangements with circulation priorities and a saved architectural brief through conversation.
Business consultants
Create an AI business diagnosis agent with its own web page. Give clients an explained assessment of the business problem, competing causes, and a prioritized action plan through conversation.
Freight forwarders and logistics providers
Create an AI agent for cargo insurance guidance with its own web page. Your agent distinguishes carrier liability from goods insurance and explains the policies your forwarding business can arrange. Give clients a coverage explanation and insurance inquiry tied to the shipment.
Consulting firms
Create an AI agent for consulting accreditation evidence with its own web page. Your agent matches the buyer's requirements to current partnership records, tiers, certifications, and expiry dates. Give clients an accreditation evidence pack with supported and unconfirmed requirements.
Consulting firms
Create an AI agent for consulting delivery coverage with its own web page. Your agent checks the requested delivery pattern against your offices, team coverage, travel policy, and recorded restrictions. Give clients a location-by-location delivery fit and the terms that need confirmation.
Consulting firms
Create an AI agent for consulting engagement models with its own web page. Your agent compares fixed price, time and materials, capped work, and outcome-based terms using your firm's commercial rules. Give clients an engagement-model comparison with assumptions and open scope questions.
Consulting firms
Create an AI agent for consulting handover planning with its own web page. Your agent explains your handover deliverables and separates training, warranty, and ongoing support responsibilities. Give clients a handover plan the buyer can compare with their team's capacity.
Consulting firms
Create an AI agent for consulting reference matching with its own web page. Your agent finds comparable delivered projects and explains why each is relevant without exposing restricted client details. Give clients a relevant experience shortlist and a formal reference request.
Consulting firms
Create an AI agent for consulting scoping preparation with its own web page. Your agent clarifies missing facts and shows the buyer an agreed brief before the consultant call. Give clients a scoping brief with priorities, dependencies, and unanswered questions.
Consulting firms
Create an AI agent for consulting team structure with its own web page. Your agent explains your staffing model and distinguishes senior oversight from hands-on delivery. Give clients a proposed role structure with open staffing commitments.
Consulting firms
Create an AI agent for consulting timeline planning with its own web page. Your agent explains evidence-based duration ranges and checks them against recorded availability and the buyer's deadline. Give clients a provisional schedule with dependencies and a clear deadline gap.
Freight forwarders and logistics providers
Create an AI agent for customs clearance preparation with its own web page. Your agent explains your clearance process and identifies required commercial and transport documents under maintained guidance. Give clients a shipment-specific clearance preparation list and brokerage request.
Design studios and independent designers
Create an AI design project brief agent with its own web page. Help clients explain what they mean, agree the project scope, and finish a brief your studio can use.
Leadership and communication coaches
Create an AI manager conversation coach with its own web page. Give clients a realistic difficult-conversation rehearsal with feedback and a practical next-attempt plan through conversation.
Freight forwarders and logistics providers
Create an AI agent for drayage and inland delivery with its own web page. Your agent checks inland coverage and explains the accessorial conditions that affect the move. Give clients an inland-leg service outline with covered legs and unresolved charges.
Freight forwarders and logistics providers
Create an AI agent for freight commodity eligibility with its own web page. Your agent checks your accepted and restricted cargo rules and identifies evidence needed for exceptions. Give clients a cargo acceptance assessment with a permitted next step.
Freight forwarders and logistics providers
Create an AI agent for freight lane coverage with its own web page. Your agent matches the lane to your direct offices and partner network and explains documented route limitations. Give clients a lane-specific coverage answer and shipment inquiry.
Freight forwarders and logistics providers
Create an AI agent for freight mode selection with its own web page. Your agent compares the freight modes your operation actually handles and identifies the practical service fit. Give clients a supported mode shortlist with tradeoffs and the next quote inputs.
Freight forwarding operators
Create an AI freight quote intake agent with its own page and URL. Give your clients a complete shipment brief that the shipper can verify and submit for a freight quote through text or voice.
Freight forwarders and logistics providers
Create an AI agent for incoterms and freight scope with its own web page. Your agent explains the chosen trade term and maps responsibilities onto the forwarding work being requested. Give clients a responsibility map and a freight quote scope.
Interior designers
Create an AI interior design agent with its own web page. Give clients two room design directions, a selected palette, and an agreed furniture-and-function concept through conversation.
Career and interview coaches
Create an AI interview practice agent with its own web page. Give clients a role-specific mock interview, feedback on the client's examples, and a focused answer practice plan through conversation.
Client acquisition and service operations managers
Create an AI lead qualification agent with its own web page. Give your clients a completed inquiry with service fit and a clear next action.
Freight forwarders and logistics providers
Create an AI agent for LTL freight quote intake with its own web page. Your agent works through density and accessorial questions so the quote request reflects the actual shipment. Give clients an LTL quote-ready shipment record with unresolved class questions visible.
Manufacturing businesses
Create an AI agent for manufacturing capability fit with its own web page. Your agent compares the exact combination with your equipment envelope and documented process limits. Give clients a part capability assessment with supported operations and exceptions.
Manufacturing businesses
Create an AI agent for manufacturing lead time with its own web page. Your agent combines your recorded material and shop scheduling constraints into a provisional delivery window. Give clients a delivery estimate that explains material and production dependencies.
Manufacturing businesses
Create an AI agent for manufacturing material options with its own web page. Your agent explains stock and procurement records and distinguishes an available grade from an approved substitution. Give clients a material availability summary with certificate and substitution questions.
Manufacturing businesses
Create an AI agent for manufacturing order status with its own web page. Your agent reads the permitted production record and separates a routine milestone update from a late-order exception. Give clients a current order timeline and a routed exception when the schedule has slipped.
Manufacturing businesses
Create an AI agent for manufacturing origin evidence with its own web page. Your agent explains documented production locations and permitted evidence, separating origin questions from export determinations. Give clients an origin evidence summary and a restricted-data handling route.
Manufacturing businesses
Create an AI agent for manufacturing part qualification with its own web page. Your agent explains your qualification sequence and identifies the evidence and buyer decisions needed before production. Give clients a qualification plan with submission items and approval dependencies.
Manufacturing businesses
Create an AI agent for manufacturing quality certificates with its own web page. Your agent matches the buyer's requirement to issued certificates and explains their actual scope and expiry. Give clients a quality evidence comparison with downloadable permitted records.
Manufacturing business owners
Create an AI manufacturing RFQ agent with its own page and URL. Give your clients a buyer-confirmed manufacturing RFQ with drawings, revisions and unanswered specification questions organized through text or voice.
Manufacturing businesses
Create an AI agent for manufacturing tooling costs with its own web page. Your agent explains non-recurring tooling and programming charges separately from unit prices. Give clients a tooling cost breakdown and ownership summary for the proposed order.
Manufacturing businesses
Create an AI agent for manufacturing volume fit with its own web page. Your agent compares the request with your prototype, batch, and production offers and explains quantity effects. Give clients a volume-fit recommendation with an appropriate request path.
Marketing agencies
Create an AI campaign concept agent with its own web page. Give clients a campaign concept with audience reasoning, draft messages, channel roles, and a first test plan through conversation.
Client acquisition and service operations managers
Create an AI MSP client fit agent with its own web page. Give your clients an IT service fit assessment with a prepared discovery brief.
Managed service providers
Create an AI agent for MSP compliance evidence with its own web page. Your agent answers documented compliance questions and shows the supporting certification or policy record. Give clients a requirement-by-requirement evidence summary.
Managed service providers
Create an AI agent for MSP contact routing with its own web page. Your agent separates active support incidents from buying inquiries and routes each with its context intact. Give clients a support case or a scoped sales request with a visible destination.
Managed service providers
Create an AI agent for MSP practice routing with its own web page. Your agent translates the prospect's description into the service practices that can own the work. Give clients a scoped request with one accountable contact and any supporting practices.
Managed service providers
Create an AI agent for MSP pricing explanation with its own web page. Your agent applies your published pricing basis and explains the assumptions that move the cost. Give clients an indicative pricing breakdown and a scoped quotation request.
Managed service providers
Create an AI agent for MSP rfp requirements with its own web page. Your agent extracts the buyer's requirements and compares them with your documented capabilities and bid criteria. Give clients an RFP response map showing fit, gaps, and unanswered procurement questions.
Managed service providers
Create an AI agent for MSP service model fit with its own web page. Your agent compares fully managed and co-managed responsibilities using your actual offers. Give clients a service ownership map that shows what stays with the client's team.
Managed service providers
Create an AI agent for MSP technology stack fit with its own web page. Your agent checks the environment against your supported stack and expose unsupported or specialist components. Give clients a stack coverage matrix for the client's actual environment.
Managed service providers
Create an AI agent for MSP transition planning with its own web page. Your agent explains your transition process and identifies handover dependencies before cutover. Give clients a transition preparation plan with ownership and continuity questions.
Negotiation coaches
Create an AI negotiation practice agent with its own web page. Give clients a realistic negotiation practice round, specific feedback, and a focused retry exercise through conversation.
Consulting firms
Create an AI agent for new customer preferences with its own web page. Your agent asks the overlooked relationship questions and records the customer's own choices. Give clients an agreed customer profile that guides future contact.
Consulting firms
Create an AI agent for pre-appointment preparation with its own web page. Your agent guides the client through your preparation requirements and resolves missing information before the visit. Give clients a completed preparation record and a personal appointment checklist.
Consulting firms
Create an AI agent for project or retainer fit with its own web page. Your agent separates a bounded project from an ongoing service and explains the responsibilities in your firm's offers. Give clients a recommended engagement shape and a scoped next conversation.
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Share the materials, service rules, and examples that guide how your business handles this task.
Connect the tools the task needs. Test incomplete requests and changing preferences before using live customer data or actions.
Clients open the agent’s page, describe what they need, and work toward a result. You choose whether to charge for the service or continue with your team.
Before you start
Start with the result your client needs. Use the task groups and filters to narrow the collection, then open a template to review its example, required materials, and connected tools.
A template provides a starting task. Add your own materials, rules, and authorized tool connections, then test the agent with realistic requests before publishing it for clients.
Publish the agent and share its page and URL. Clients describe what they need by text or voice. The agent asks follow-up questions and uses the page to present and update their result.
No. The previews use fictional client details to illustrate a possible experience. Open a template to review the full example and create your own agent. Connect your materials and tools before testing real actions.
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