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Agent templates

A working agent to start from instead of an empty form: a prompt that has met real callers, a greeting, sensible conversation settings, and — where the shape needs one — a keypad menu or a flow. Create from one, then change whatever you like. Nothing stays linked.

Creating from a template

POST/v1/agents
Shell
curl -s -X POST https://voice.sphoro.com/v1/agents \
  -H "Authorization: Bearer $SPHORO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "template": "appointment-reminder",
    "name": "Acme Clinic reminders"
  }'

Anything else you send wins over the template, so this is one request rather than a create followed by a patch:

Shell
curl -s -X POST https://voice.sphoro.com/v1/agents \
  -H "Authorization: Bearer $SPHORO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "template": "appointment-reminder",
    "name": "Acme Clinic reminders",
    "languages": [{"code": "hi", "greeting": "नमस्ते, एक्मे क्लिनिक से।"}],
    "conversation": {"voicemail": "message", "voicemail_message": "This is Acme Clinic with a reminder about your appointment."}
  }'
A template is a starting point, not a parent. The agent it creates is an ordinary agent with no link back — editing it changes nothing else, and a template that is later improved does not reach agents already created from it.

The catalogue

GET/v1/agent-templates
Shell
curl -s https://voice.sphoro.com/v1/agent-templates \
  -H "Authorization: Bearer $SPHORO_API_KEY"

The list below is the one this deployment serves. Every row's id is what goes in template.

Reception

TemplateWhat it does
front-deskFront Desk ReceptionistAnswers the main line, routes to the right department, takes messages.
healthcare-receptionHealthcare ReceptionistMedical front desk — appointments, intake details, triage to a human.
hospitality-conciergeHospitality ConciergeHotel front desk — guest requests, local recommendations, issues.
after-hoursAfter-Hours Answering ServiceTakes messages outside business hours and escalates real emergencies.
keypad-onlyKeypad Menu (no AI)A pure phone menu: 1 and 2 put the caller through, 3 asks for a call back. No AI, no per-call cost.
forwarding-lineForwarding Line (no AI)Answers, says who is picking up, and puts the caller straight through to a person.
keypad-menuKeypad or Speech Menu (AI)Answers, offers numbered options, and routes on the keypress.

Support

TemplateWhat it does
customer-supportCustomer SupportFields support enquiries, answers from your documentation, escalates.
technical-supportTechnical Support AgentWalks through troubleshooting one step at a time, escalates with detail.
order-statusOrder Status & TrackingOrder lookups, delivery estimates, and the start of a return.

Internal

TemplateWhat it does
it-helpdeskIT Help DeskInternal IT — password resets, VPN, access requests, software faults.
hr-hotlineEmployee Benefits & HR HotlineAnswers staff questions on leave, benefits and payroll.
onboarding-assistantNew Hire Onboarding AssistantWalks a new starter through day one and what they need to do.
internal-knowledgeInternal Knowledge AssistantAnswers process and policy questions from internal documentation.

Sales

TemplateWhat it does
inbound-lead-qualifierInbound Lead QualifierQualifies inbound enquiries and routes the good ones to a rep.
outbound-salesOutbound Sales RepresentativeOutbound calls to book meetings, with a clean exit when it is a no.
appointment-setterAppointment SetterBooks demos with warm leads and confirms the details.
real-estate-followupReal Estate Lead Follow-UpFollows up property enquiries, qualifies budget, books viewings.

Scheduling

TemplateWhat it does
appointment-schedulerAppointment SchedulerGeneral-purpose booking — checks availability, books, confirms.
salon-receptionSalon & Spa ReceptionistService pricing, bookings, and stylist requests.
appointment-reminderAppointment ReminderOutbound confirmations and rescheduling for upcoming appointments.
restaurant-hostRestaurant HostReservations, party sizes, dietary notes, and opening hours.

Operations

TemplateWhat it does
home-servicesHome Services QualifierHVAC, plumbing and electrical — qualifies the job and books a technician.
property-managementProperty ManagementTenant calls — maintenance requests, rent questions, emergencies.
restaurant-ordersRestaurant Phone OrdersTakes pickup and delivery orders with customisations and totals.

Finance

TemplateWhat it does
loan-servicingLoan Servicing LineInbound line for existing borrowers — payments, fees, arrears, settling early.
collectionsPayment Recovery AgentRespectful outbound calls about overdue invoices.
loan-payment-reminderLoan Payment ReminderOutbound reminder with a keypad option to pay or speak to someone.
payment-reminderPayment ReminderOutbound reminder for any bill, invoice, fee or EMI that is due, with no pressure.
ivr-payment-reminderIVR Payment Reminder (no AI)Recorded-style keypad reminder: hear the amount, get a pay link, say it is paid, or ask for a callback.
mandate-failureFailed Payment Follow-UpOutbound call after a direct debit is returned or a card is declined.
kyc-followupIdentity Check Follow-UpChases outstanding identity or address documents, without ever sounding like a scam.
card-supportCard & Account SupportLost cards, unrecognised transactions, statements and payments.
loan-enquiryLoan Enquiry & EligibilityAnswers borrowing questions, explains the process, books time with an adviser.
insurance-claimInsurance Claim IntakeFirst notice of loss — takes the facts without judging the cover.

Research

TemplateWhat it does
feedback-collectorCustomer Feedback CollectorOutbound follow-up for ratings and open-ended feedback.
user-researcherUser Research InterviewerQualitative discovery interviews — open questions, never leading.

Education

TemplateWhat it does
language-tutorLanguage Practice TutorConversation practice that adapts to level and corrects gently.
roleplay-coachTraining Roleplay CoachPlays a realistic counterpart for practice, then scores the attempt.
assessmentAssessment & Quiz AgentConducts a spoken assessment, scores it, and explains the result.

What a template sets

Everything an agent needs to take a call and nothing that is specific to you. Templates never carry a phone number, a carrier, a transfer number, a knowledge base or a project — those are facts about your account, and a template that guessed at them would create an agent that looks configured and is not.

A template suppliesYou supply
The prompt and greeting, in one languageThe rest of your languages
mode, and a keypad menu or flow where the shape needs one transfer_number, if it transfers
Conversation settings tuned for that kind of call knowledge_base_ids
Post-call extractions worth having for that kind of callThe carrier and the number

After creating one

Three things worth doing before it takes real traffic, in this order:

  1. Read the prompt and make it yours. A template says "the clinic"; your callers expect the name of the clinic. See writing the prompt.
  2. Place a browser call to it. No number needed — see talk from a browser.
  3. Attach a knowledge base if it will be asked anything factual about your business. A template's prompt cannot know your prices. See knowledge base.