> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbit.devotel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Browse and deploy voice agent templates

> Browse the pre-built voice-agent catalog — receptionist, cart recovery, appointment reminders, payment collection, lead qualification, surveys, win-back, and vertical templates — preview each one, deploy it in one click, and finish setup with knowledge, model, cost, and routing configuration.

# Browse and deploy voice agent templates

Voice agent templates are pre-built, production-ready voice agents: each ships
a tuned system prompt, a Cartesia voice, a curated model, default tool wiring,
and a test-call script you can validate in under a minute. Deploying one
clones it into your account as a draft agent you configure and promote, just
like any agent you author yourself.

This is a separate surface from the [Agent Marketplace](/agents/marketplace).
The marketplace covers text and workflow agents (customer support, sales,
scheduling over WhatsApp, email, SMS). The voice template catalog at
**Agents → Templates**
([/agents/templates](https://orbit.devotel.io/en/agents/templates)) is
voice-specific — every template in it creates a `voice`-type agent with a
real phone voice on its first deploy.

## 1. The catalog

The catalog holds eleven vertical templates as of 2026-08-09, grouped loosely
by funnel stage — inbound triage first, then acquisition, operations,
collections, feedback, retention, and finally the industry-specific set.

| Template                         | Id                           | Direction | What it does                                                                                                                                                                |
| -------------------------------- | ---------------------------- | --------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **AI Receptionist**              | `voice-receptionist`         | Inbound   | Answers your main line 24/7, triages caller intent, warm-transfers with a context brief, or takes a structured message after hours.                                         |
| **Cart Abandonment Recovery**    | `voice-cart-abandonment`     | Outbound  | Calls recent abandoned-cart contacts, offers a one-time discount, closes the recovery or captures why they left.                                                            |
| **Appointment Reminder**         | `voice-appointment-reminder` | Outbound  | Calls contacts with an upcoming appointment, confirms attendance, or reschedules and cancels inline.                                                                        |
| **Outbound Pre-screen**          | `voice-outbound-pre-screen`  | Outbound  | Calls the day before a booked meeting, confirms attendance, and runs a short pre-screen checklist so low-fit meetings get rescheduled or cancelled first.                   |
| **Payment Collection**           | `voice-payment-collection`   | Outbound  | Calls past-due contacts, takes payment via a secure-link text (never reads card data aloud), or schedules a payment plan.                                                   |
| **Lead Qualification**           | `voice-lead-qualification`   | Outbound  | Calls fresh inbound leads within minutes of form submission, runs a BANT qualification, and books a calendar slot with a human rep for qualified leads.                     |
| **Customer Survey (NPS / CSAT)** | `voice-customer-survey`      | Outbound  | Calls recently-served contacts for one NPS/CSAT score plus one open-ended follow-up; detractors get an inline escalation offer.                                             |
| **Re-engagement / Win-back**     | `voice-reengagement`         | Outbound  | Calls customers quiet for 60–180 days, captures why they went dormant, and offers a targeted recovery.                                                                      |
| **Retail Order Status**          | `voice-retail-order-status`  | Inbound   | Answers "where is my order" calls: looks up the order, reports carrier status and ETA, texts a tracking link, and can start a return or exchange.                           |
| **Clinic Scheduling**            | `voice-clinic-scheduling`    | Inbound   | Answers a clinic's scheduling line: verifies patient identity, checks availability, and books, reschedules, or cancels appointments — keeping clinical detail off the call. |
| **Banking Card Block**           | `voice-banking-card-block`   | Inbound   | Answers a lost-card / fraud line: verifies identity, freezes the card immediately on report of loss or theft, then orders a replacement and flags disputed transactions.    |

Inbound templates (receptionist, retail order status, clinic scheduling,
banking card block) are the zero-preparation starters: no contact list to
build, just a number to route. Outbound templates target a contact list;
the template's suggested list (for example "abandoned carts, last 72 h")
lands on the deployed agent's config so the campaign surface can wire a
one-click deploy-to-contacts action.

If none of the eleven fit, the alternatives are
[authoring an agent from a prompt](/guides/agent-from-prompt) — a
plain-English brief generates a draft from scratch — or
importing a competitor assistant (Vapi, Retell, Bland) you already run.

## 2. Browse and preview

Open **Agents → Templates**. The catalog renders as a card grid. Each card
shows, at a glance:

* The template's **vertical** and **category** badges (your industry tag plus
  the funnel stage — sales, support, collections, scheduling, feedback,
  retention).
* A one-line **summary** of the use case.
* The estimated **median call duration**, which drives the ROI preview.
* The number of **tools** the agent ships wired to.

Click **Preview** on any card for the full picture before you deploy: the
recommended use cases, the complete system prompt, the test-call script
(each line is one caller turn you can replay against the deployed draft),
and the template's default model, Cartesia voice + language, and tool list.
Nothing in the preview is read-only after deploy — it is all editable on the
resulting agent.

## 3. Deploy in one click

Click **Deploy** on a card (or in the preview dialog). The dashboard calls
`POST /api/v1/agents/templates/{id}/instantiate` with an optional name and
description override:

```bash theme={null}
curl -X POST "https://api.orbit.devotel.io/api/v1/agents/templates/voice-receptionist/instantiate" \
  -H "X-API-Key: dv_live_sk_..." \
  -H "Content-Type: application/json" \
  -d '{ "name": "Acme Front Desk" }'
```

An unknown template id returns `404`; a malformed one returns `422` (template
ids are lowercase kebab-case). The response lands with `201` and the new
agent's id.

The clone stamps everything the template carries into the new agent:

* **System prompt** — the full template prompt with placeholders rendered:
  your organization's name where the prompt addresses callers on your behalf,
  and the compliance clauses for your jurisdiction.
* **Model and sampling** — the template's curated model plus its temperature
  and max-tokens settings.
* **Voice settings** — the Cartesia TTS voice id and the voice/STT language.
* **Tools** — the template's default tool wiring.
* **Voice-specific config** — the test-call script, the estimated call
  duration, the suggested outbound contact list, and the resolved
  jurisdiction's compliance posture (quiet-hours window, debt-disclosure
  preroll where required, voicemail redaction policy) as structured
  configuration the dialer reads directly.

The new agent is always created in **draft** status — nothing goes live on
deploy. The dashboard navigates you to the agent's studio page to finish
configuration; over the API, fetch the agent with the returned id and test
via the usual
[promotion pipeline](/guides/ai-agent-rollout-pipeline).

Every instantiation is an independent clone. Deploying the same template
twice creates two unrelated agents (override `name` on the second call so
the list stays readable), and neither is linked to the other's edits.

## 4. After you deploy

The clone is production-shaped, not production-finished. In order:

1. **Test it.** The draft lands with its test-call script in config — run
   those turns in the studio, then run the
   [persona simulation and red-team gate](/guides/ai-agent-rollout-pipeline)
   before promoting past draft.
2. **Attach a knowledge base.** Templates answer from their system prompt
   alone until you attach knowledge. For anything order- or policy-shaped
   (retail order status beyond the tracking lookup, receptionist FAQs),
   [build a knowledge base](/guides/knowledge-base-lifecycle) and link it.
3. **Pick a model preset if the default doesn't fit.** The template ships a
   curated default. Compare the four curated presets on latency, cost per
   minute, and quality in
   [Pick a voice-agent model preset](/guides/agents-model-presets) — the
   picker applies the bundle to your deployed agent.
4. **Set cost controls.** Cap per-run, token, and iteration spending before
   the draft meets live traffic:
   [Agent cost controls](/agents/cost-controls).
5. **Give it a number.** An inbound template needs a number routed to the
   agent — see [Set up and run voice queues](/guides/voice-queues) if callers
   ever fall through to humans, and
   [Inbound number routing](/guides/inbound-number-routing) for routing the
   assigned number itself. An outbound template needs its contact list wired
   to a campaign before it dials a single contact.

## 5. Template lifecycle

Templates are a curated, versioned catalog — add the ones you want, deploy
them, and your copy is yours from then on.

* **Instantiation is a snapshot.** The deploy copies the template's then-current
  prompt, model, voice, and config into your agent. If the catalog later
  updates that template — better prompt, different default model — your
  existing agents do **not** change. Agents created from a template never
  auto-update; your draft is fully editable and fully detached, and a
  template revision can only be picked up by deploying fresh.
* **The catalog is additive.** New vertical templates appear as new cards;
  nothing you have deployed is renamed or retired from under you.
* **The same holds over the API.** `GET /api/v1/agents/templates` lists the
  catalog (voice templates plus the curated chatbot, router, and workflow
  starting points the create-agent wizard uses);
  `GET /api/v1/agents/templates/{id}` fetches one template's full payload,
  including the system prompt and test-call script.

Because a template update never touches deployed agents, treating
[agent versions](/agents/agent-versions) and the
[rollout pipeline](/guides/ai-agent-rollout-pipeline) as your change
management for the deployed copy keeps template upgrades a deliberate,
tested decision rather than a background surprise.

## 6. Compliance for outbound voice templates

The outbound templates (cart recovery, appointment reminder, pre-screen,
payment collection, lead qualification, survey, win-back) call your contacts;
compliance posture on those calls is tenant-owned, the same as any other
outbound traffic.

* **Quiet hours.** The deployed agent carries a hard prompt rule never to
  call outside its jurisdiction's local-time window, plus the matching
  structured config the dialer enforces. For US destinations this is the
  8 AM–9 PM recipient-local federal window described in
  [TCPA federal voice guard](/concepts/tcpa-federal-voice-guard); your
  org-wide posture and per-channel gates are in
  [Quiet hours configuration](/guides/quiet-hours-configuration).
  Different regions render different windows (EU / UK / MENA / AU / other)
  from your organization compliance jurisdiction setting — the clone bakes
  in whichever applies to you at deploy time.
* **Consent and disclosure.** Templates that carry a regulator-specific
  disclosure (the payment-collection template's debt-collection opening,
  voicemail handling on the appointment-reminder template) include it in the
  shipped system prompt for the applicable jurisdiction. You own the consent
  basis for the contact list you attach — the platform gates dialing windows,
  it does not supply your consent records.
* **Reachability.** The clone inherits nothing about your sending numbers;
  quiet hours and consent operate on whatever numbers you route to the agent.

## 7. Keep going

* [Author an AI agent from a prompt](/guides/agent-from-prompt) — when no
  template fits, generate the draft from a brief instead.
* [Agents API reference — templates and instantiate](/api-reference/endpoints/agents)
  — the endpoint contract for the calls this page uses.
* [Build tenant custom tools for AI agents](/guides/agents-custom-tools) —
  register your own webhook as a tool and attach it to the deployed agent.
* [Build and Maintain an AI Knowledge Base](/guides/knowledge-base-lifecycle) —
  give the deployed draft something to answer from.
