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When you create a new assistant in VozAgent, you start by choosing a template. Templates give your assistant a head start — they come pre-configured with smart defaults tailored to a specific use case, so you don’t have to build everything from scratch.

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How templates work

To see the available templates, go to Assistants in your dashboard and click Create Assistant. The template selector opens in a full-screen view. VozAgent currently offers two main template types:

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Inbound

The Inbound template creates an assistant that answers incoming calls. It’s pre-configured to:
  • Greet callers with your company name
  • Ask relevant questions based on your industry
  • Collect caller information (name, phone number, reason for calling)
  • Book appointments if you connect a calendar
  • Transfer calls to team members when appropriate
  • Handle after-hours calls by taking messages or booking the next available slot
This is the right choice for most businesses — it acts as your AI receptionist.

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Outbound

The Outbound template creates an assistant that makes calls on your behalf. It supports multiple call types including booking appointments, qualifying leads, following up on inquiries, confirming appointments, re-engaging old leads, broadcasting updates, and collecting information. Outbound assistants are available on the Growth plan and above.

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What a template includes

When you select a template, VozAgent automatically sets up:
  • Assistant name — Based on your company name (for example, “[Your Company] Receptionist”)
  • Voice — A natural-sounding default voice (Elliot)
  • Tone — Friendly by default
  • Greeting — A professional opening message using your company name
  • Questions — Industry-specific smart questions based on your business type and specialization
  • After-hours behavior — Takes a message (or books the next available slot if booking is enabled)
All of these defaults can be changed after creation from the assistant detail page.

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Industry specializations

After choosing the Inbound template, VozAgent may ask you to pick a specialization based on your industry. For example, if your business is in Construction & Trades, you might choose from:
  • HVAC
  • Plumbing
  • Electrical
  • Roofing
  • General Contracting
  • And more
This specialization determines which smart questions your assistant starts with. An HVAC assistant asks about heating and cooling systems, while a plumbing assistant asks about the type of plumbing issue. If your industry only has one specialization, this step is skipped automatically.

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Plan limits

Your subscription plan determines how many assistants you can create and which templates you have access to:
  • If you’ve reached your assistant limit, you’ll see a banner at the top of the template selector letting you know. You can upgrade your plan to create more.
  • Outbound templates require the Growth plan or above. If you’re on the Essential plan, the Outbound template will show a lock icon and a prompt to upgrade.

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Continuing a draft

If you started creating an assistant but didn’t finish, VozAgent saves your progress as a draft. The next time you open the template selector, you’ll see a banner at the top:
Continue where you left off — You have a draft for “Inbound” (60% complete)
Click Continue Draft to pick up right where you left off, or scroll down to start fresh with a new template.

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Tips

  • Pick the template closest to your needs. Even if it’s not perfect, it’s faster to customize an existing template than to configure everything manually.
  • You can always change settings later. The template is just a starting point. Every setting can be adjusted from the assistant detail page after creation.
  • Try inbound first. If you’re new to VozAgent, start with an inbound assistant. It’s the most common use case and gives you a feel for how the platform works.