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New Template Feature

June 17, 20251 min read

Today we speed up agent rollouts for partners with our new template feature.

Over the last four weeks, I met with many potential clients. Each meeting felt different, but one request kept coming up. Partners wanted a faster way to get started with voice agents. Many asked for standard templates for common roles—like receptionist, help desk, or intake agents.

I listened. My team listened. We got to work.

Now, we have built new template options right into our platform:

👉 System-wide templates for quick setup

👉 Customer-wide templates for more control

👉 Custom templates for partners who need something special

With these, setting up a new agent is now much faster. No more building everything from scratch. No more waiting days for a simple role to go live.

Partners can pick a template, make small changes, and launch in less time. This helps everyone focus on the real work—serving customers and solving problems.

I am proud of what we have made. I know this feature will help our partners move faster and do more.

Excited to see how you use these templates to grow your service.

Let me know what roles you want to see next, or how we can make the rollout even smoother for you.

At
UponAI if you can imagine it….we will make it happen.

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