Each template ships with state machine, objectives, tools, and prompts pre-built. Heavy templates also pre-map CRM, Slack, calendar, and DNC sources from your connected systems.
PA-001
CSAT Survey
Outbound to existing customers post-onboarding or at renewal touchpoints. Captures score (1–10), root-cause probe, escalation routing for low scores. £2.50/call.
Tier 1~3 min callsAir Marketing pilot
PA-002
Inbound Speed-to-Lead
Calls form-fillers within minutes. Qualifies + books a meeting in the AE's calendar. CVQM-driven.
Tier 1~4 min callsL2 launch
PA-005
Pre-Call Qualifier (stub)
"Call between the call." Calls already-booked meeting attendees ahead of time, drafts a brief for the AE. Identified by SHL 2026-05-07.
Tier 3~5 min callsL2 candidate
—
Blank canvas
Start from scratch. You define trigger, state machine, tools, outcomes, fan-out — everything. Engineering-team route, not for RevOps.
Custom~60 min setup
System readiness.
We're auto-detecting what's connected. Heavy template can pre-map everything below; if any row is yellow or red, we'll walk through that bit manually.
✓
HubSpot · acme.co
last sync 2 min ago · 4,128 contacts · 1,247 deals
read + writemanage →
✓
Slack · acme-co.slack.com
3 channels available · #cs-team #escalations #revenue
post + readmanage →
✓
Google Calendar · acme.co domain
12 AE calendars · read + write enabled
read + writemanage →
✓
DNC sources
internal suppression list (147) + HubSpot DNC property mapped
2 sourcesmanage →
●
All systems ready — heavy template available.
We'll auto-configure trigger, brief sources, fan-out destinations, and field maps in the steps below. You'll review and confirm — no manual mapping needed.
● Heavy path · auto-mapped
Pre-call setup.
When does this agent fire, what does it know about the contact before dialling, and within which legal envelope?
Trigger
Fire when deal.stage changes to 'Onboarded' anddeal.amount >= £5,000 MRR andcontact.csat_last_called_at is null or older than 30 days
Brief sources
Auto-mapped from HubSpot. Each row is a field the agent will see in its pre-call brief.
From your CRMUsed in the brief asStatus
Contact's full nameHubSpot · firstname + lastname
→
Contact name{{contact.name}}
✓ mapped
Job titleHubSpot · jobtitle
→
Role{{contact.role}}
✓ mapped
Company nameHubSpot · company.name
→
Account{{account.name}}
✓ mapped
Deal close dateHubSpot · deal.closedate
→
Signup date{{account.signup_date}}
✓ mapped
Account manager's emailHubSpot · deal owner
→
AM email{{account.am_email}}
✓ mapped
Last CSAT call summarycelliq history · last outcome
→
Last call summary{{contact.last_call_summary}}
✓ mapped
Calling envelope
Calling window
09:00 – 17:30 · prospect's local TZ
Standard policy · per-segment override available
DNC sources
internal · HubSpot DNC property
national DNC not required (existing customer)
Trigger
Event source
Filter expression
Brief sources
No fields mapped yet. The agent needs at least contact.name, account.name, and account.am_email to run.
Calling envelope
Standard defaults shown — confirm or override.
Calling window
DNC sources
internal only — add a customer source?
Through-call behaviour.
Voice + tone are the visible knobs. The state machine, objectives, tools, and prompts come pre-built with the CSAT template — open the advanced editor below to view or edit.
Voice profile
Sarah
female · UK · warm
▶ play sample
James
male · UK · professional
▶ play sample
Jordan
non-binary · US · calm
▶ play sample
Rachel
female · US · expressive
▶ play sample
Adam
male · US · authoritative
▶ play sample
+ clone
use a custom voice
upload audio →
Personality
CasualFormal
Slow paceBrisk pace
Matter-of-factEmpathetic
Opening line
Variables in {{ }} are filled per call from the brief. Compliance disclosures (Step 6) are appended automatically.
Conversation · template-provided
7 things captured across the call · 4 asked, 1 listened for, 1 computed, 1 generated post-call. Pre-built prompts and ordering come with the template — review and customise on the next screen or after activation.
CSAT score (asked) · What's working (asked when score ≥ 8) · What needs attention (asked when score ≤ 7) · At-risk flag (computed) · Renewal intent (asked at end) · Do-not-call request (listened for) · Call summary (generated)
HubSpot contact · Last CSAT summarycontact.last_csat_summary
✓ mapped
At-risk flagon escalation
→
Slack · #cs-escalationspost escalation template
✓ mapped
Every completed callsummary post
→
Slack · #cs-teamsummary post template
✓ mapped
Every completed callsummary email
→
Email · account manager{{account.am_email}}
✓ mapped
Do-not-call requestoutcome.dnc_requested
→
Add to internal suppression listcelliq · DNC
✓ mapped
Retry policy
Backoff
exp · 30s → 24h
DLQ after
24h
DLQ destination
Inbox + Today queue
Compliance review.
All five compliance checks are baked in and cannot be removed. You can edit the disclosure wording. The other gates (DNC, calling window, "are you human?") run automatically — no per-agent config.
AI disclosure
fires within first 3 turns · cannot be skipped
"Just so you know, I'm an AI assistant from {{account.name}} — we use this to keep up with our customers more often than we could otherwise."
Recording disclosure
fires before any audio is captured
"This call is being recorded for quality and so we can pass any specific feedback back to {{account.am_email}}. Is that OK?"
09:00 – 17:30 prospect's local TZ · enforced automatically
Test call.
Sandboxed test against your own number, using a fake contact. Real model + real voice, but no fan-out writes — the outcome is shown to you only. Required before activation.
Test call · ready
You'll receive a call within 30 seconds · ~3 min runtime · disclosure gates fire as in production
After test: the audio scrubber, transcript, plan-vs-actual diff, structured outcome, and compliance gate log appear here. You can re-test as many times as you like. Cost: £2.50 per test (deducted from your balance).
Review and activate.
Last look. Once activated, the agent fires on every triggered event matching its filter. You can pause it any time from Studio.
TemplateCSAT Survey · PA-001
Setup pathHeavy · auto-mapped from HubSpot + Slack + Calendar
Triggerdeal.stage = 'Onboarded' AND amount >= £5k MRR AND last-csat > 30d
Fan-out7 destinations · HubSpot ✓ · Slack #cs-team + #cs-escalations ✓ · email to AM ✓ · DNC suppression ✓
ComplianceAll 5 compliance checks active · standard wording · 30d retention
Test status✓ 1 successful test · 2026-05-07 14:42 · outcome captured cleanly
Cost forecast~£75 / month at projected 30 calls · £2.50 per call
What happens when you activate: trigger goes live · pre-call planner starts watching for matching events · first matching deal triggers a call within minutes · all writes go to production destinations · you'll see calls land in Today and Calls.