Create an AI Voice Agent from a Template
Automate with AI3 min readUpdated 2026-03-14
Templates give you a pre-configured AI Voice Agent for common industry use cases. Select a template, customize the details for your business, and you are live in under a minute.
Available on: All AI Voice Agent plans.
Available Templates
| Industry | Use case | What the template includes |
|---|---|---|
| Education | Student onboarding | Answers enrollment questions, program details, and financial aid inquiries |
| Energy | Customer support | Handles billing questions, outage reporting, and service requests |
| Finance | Lead qualification | Qualifies prospects by budget, timeline, and needs before routing to an advisor |
| Healthcare | Appointment scheduling | Books appointments, answers office hours and insurance questions, transfers urgent calls |
| Real Estate | Lead qualification | Captures property preferences, budget, and timeline; routes qualified leads to agents |
| Real Estate | 24/7 support | Answers property questions, schedules viewings, and provides listing details after hours |
| Software & Technology | Receptionist | Routes calls to the right department, handles general inquiries |
| Software & Technology | Customer support | Troubleshoots common issues, escalates to live agents when needed |
Templates are updated regularly. Check the template gallery for the latest options.
Setting Up from a Template
- Go to Dashboard > AI Voice Agent > Create Agent.
- Select From Template.
- Browse templates by industry or use case.
- Select a template and click Use Template.
- Customize for your business:
- Agent name — rename to match your team's naming convention
- Phone number — assign a JustCall number
- Business details — update the role description with your company name, hours, and specifics
- Knowledge base — add your own content (URLs, files, Q&A pairs)
- Actions — configure transfer numbers, calendar integrations, and SMS templates
- Click Create to save.
- Toggle the agent to Enabled and test with a call.
What You Should Always Customize
Templates work out of the box for testing, but customize these before going live:
- Business name and details in the agent role — the template uses placeholder names
- Transfer numbers — update to your actual team or department numbers
- Knowledge base content — add your own FAQs, product information, and policies
- Greeting — personalize the opening line for your brand
Editing After Creation
Template-created agents are identical to agents built from scratch. Every setting is editable on the same tabs (Behavior, Call Flow, Voice, Knowledge Base, Actions, Advanced Settings).
Related Articles
- Create Your First AI Voice Agent — full setup walkthrough
- Build an AI Voice Agent with AI — describe what you need in plain language
- AI Voice Agent Behavior — customizing role, personality, and system prompts
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