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The fastest way to launch an agent on Vaani is by selecting a pre-built industry template. Each template comes pre-configured with a battle-tested system prompt, conversational guardrails, optimal voice settings, and metadata variable placeholders.
Vaani Create Agent Menu showing Choose from Template option

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Available Templates

Vaani provides ready-to-use templates across high-volume conversational AI use cases:

Customer Support

Handles inbound support queries, order tracking, returns, FAQs, and ticket escalation with conversational empathy.

Appointment Booking

Books, reschedules, and cancels appointments while checking calendar availability and collecting caller details.

Sales & Lead Qualification

Conducts outbound or inbound B2B/B2C qualification, objection handling, budget discovery, and warm transfers.

Clinic & Healthcare Intake

Manages clinic reception, patient pre-screening, doctor availability, and appointment confirmation in multiple languages.

Real Estate Assistant

Answers property inquiries, gathers buyer/renter preferences, and schedules on-site visits with property agents.

Survey & Feedback Collection

Conducts post-service satisfaction surveys, collects Net Promoter Score (NPS), and records open-ended feedback.

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How to Create an Agent from a Template

1

Open the Agent Creator

From your Vaani Dashboard, click the + New Agent button in the top right corner.
2

Select 'Choose from Template'

In the dropdown menu, select Choose from Template.
3

Browse and Filter Templates

Filter templates by category (e.g., Customer Support, Sales, Healthcare, Operations) or search by keyword. Click on any template card to inspect its pre-configured settings:
  • System Prompt: Review the role, instructions, and conversation flow.
  • Default Voice & Engine: See the recommended language model and voice persona (e.g., Sarvam Bulbul for Hindi/English).
  • Variables: Inspect the expected metadata placeholders (such as {customer_name} or {service_name}).
4

Customize and Clone

Click Use Template. Vaani will clone the template into your workspace as a new agent.
  • Rename your agent to match your project (e.g., studio-receptionist-prod).
  • Adjust greeting text or company-specific policies as needed.
5

Save and Copy Your Agent ID

Click Save Agent. Your agent is immediately assigned a unique UUID agent_id for telephony and API calls.

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Example: Studio Enquiries Template

Here is a glimpse of the system prompt and greeting generated by the Studio Enquiries template:

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Next Steps

After generating your agent from a template, fine-tune its behavior in the configuration dashboard:

Agent Overview

Inspect the identity, pipeline, and greeting message

Customize Persona

Select specific voices, languages, and behavioral rules