AI agents template library (Legacy)

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 AI agents - Advanced add-on, see Building dialogues for AI agents - Advanced.

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.

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.

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. 

Choose one of the templates below to learn more:

• Customer Support
• Employee support
• E-commerce
• Lead generation

Customer support

> Pricing options template

Pricing options template

Use case: Customer support

Equip your AI agent with a pricing information template to deliver immediate pricing details, bypassing the need for customers to search through your website.

> AI agent to human agent transfer template

AI agent to human agent transfer template

Use case: Customer support

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.

> Customer satisfaction template

Customer satisfaction template

Use case: Customer support

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.

> Restaurant reservation template

Restaurant reservation template

Use case: Customer support

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.

> Travel feedback template

Travel feedback template

Use case: Customer support

For businesses in the travel industry, AI agents 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.

> Cancel a reservation template

Cancel a reservation template

Use case: Customer support

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.

> Post-purchase survey template

Post-purchase survey template

Use case: Customer support

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.

> News and updates template

News and updates template

Use case: Customer support

Keep your customers informed with a template designed to announce new products or features, ensuring your latest developments get the attention they deserve.

> Offline form template

Offline form template

Use case: Customer support

Even though AI agents can provide 24/7 support, 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.

> Restaurant order template

Restaurant order template

Use case: Customer support

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.

Employee support

> Leave policy question template

Leave policy question template

Use case: Employee support

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.

> Employee onboarding template

Employee onboarding template

Use case: Employee support

Onboard new hires smoothly with an employee onboarding template. Engage new employees proactively, offering assistance and access to important onboarding information.

E-commerce

> Product recommendation template

Product recommendation template

Use case: E-commerce

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.

> Order status template

Order status template

Use case: E-commerce

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.

> Discount code template

Discount code template

Use case: E-commerce

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.

> Package tracking template

Package tracking template

Use case: E-commerce

Offer real-time package tracking with a template that lets customers check the delivery status of their orders, improving post-purchase satisfaction.

> Online order template

Online order template

Use case: E-commerce

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.

Lead generation

> Basic lead generation template

Basic lead generation template

Use case: Lead generation

A lead generation template is a great way to help your business generate sales leads 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.

> Subscription form template

Subscription form template

Use case: Lead generation

Expand your SMS or email list with a subscription form template that automatically gathers customer contact details for future marketing campaigns.