Skip to main content
Agent templates are the fastest way to get value from Scout. Instead of writing instructions, selecting tools, and configuring settings from scratch, you install a template and start working — the agent arrives pre-configured, tested, and ready for your use case. Every template is fully customizable after installation, so you can tune it to fit your team’s exact workflow.

​
Why Use a Template?

Ready in minutes

Instructions, tools, and settings are pre-configured. Connect your integrations and you’re done.

Learn by example

Templates show you how well-crafted instructions and tool selections work together — a great reference for building your own agents.

Battle-tested patterns

Built on workflows that real sales, ops, and research teams rely on daily.

Fully customizable

Modify instructions, add or remove tools, and adjust settings after install — the template is a starting point, not a constraint.

​
Template or custom agent?

Use a template when:
  • Your use case matches one of the templates below
  • You want something working in under five minutes
  • You’re new to Scout and want a proven starting point
Build from scratch when:
  • Your workflow is highly specific to your team’s internal processes
  • You need integrations not covered by any template
  • You want complete control over every setting from the start

​
Available Templates

​
Meeting Prep

Prepare for any call with comprehensive company research and a ready-to-use briefing document — delivered before you walk in. What it does:
  • Researches the company’s background, funding history, and key products
  • Pulls recent news, press releases, and announcements
  • Identifies key decision-makers and their professional backgrounds
  • Surfaces relevant CRM activity and previous interactions with your team
  • Generates a structured briefing with talking points and recommended questions
Best for: Sales reps, account managers, and executives preparing for client or prospect calls Integrations: Salesforce, HubSpot, Web Search, LinkedIn (optional) Sample prompt:
“I have a call with Acme Corp tomorrow at 2 p.m. Their VP of Sales is joining. Prep me.”

​
Competitor Intel

Monitor your competitive landscape automatically and receive regular intelligence reports without spending hours on manual research. What it does:
  • Tracks competitor websites for content changes and product updates
  • Monitors news mentions, press releases, and earned media
  • Analyzes pricing and positioning shifts over time
  • Summarizes competitive threats and emerging opportunities
  • Delivers regular briefings on a schedule you define
Best for: Sales teams, marketing, competitive intelligence, and strategy functions Integrations: Web Search, Exa.ai (optional), Slack (for alerts) Sample prompt:
“What’s changed with [Competitor] in the last two weeks?”

​
Deal Monitor

Keep a pulse on your pipeline and get proactive recommendations before deals go cold. What it does:
  • Analyzes your pipeline data to identify at-risk opportunities
  • Monitors deal velocity, engagement patterns, and stage progression
  • Flags deals that need immediate attention
  • Recommends next actions based on deal stage and activity history
  • Sends daily or weekly pipeline summaries to keep your team aligned
Best for: Sales managers, account executives, and revenue operations teams Integrations: Salesforce, HubSpot, Pipedrive, Slack (for alerts) Sample prompt:
“Which of my deals are at risk this week?”

​
Seller Guidance

Get real-time coaching and deal strategy recommendations exactly when you need them — in the middle of a deal, not after it’s lost. What it does:
  • Analyzes deal context, history, and current stage
  • Provides negotiation tactics and customized talking points
  • Suggests next steps based on where the deal stands
  • Identifies blockers and how to work through them
  • Shares competitive positioning insights for the specific account
Best for: Sales reps and account executives actively working deals Integrations: Salesforce, HubSpot, Pipedrive Sample prompt:
“I’m stuck on the Acme deal. The champion just changed. What should I do?”

​
CRM Hygiene

Keep your CRM accurate and up-to-date automatically, so your team can trust the data they rely on. What it does:
  • Identifies incomplete or outdated contact and account records
  • Validates contact information and flags likely errors
  • Enriches accounts with current firmographic data
  • Detects duplicate entries and surfaces them for review
  • Suggests corrections and, where configured, applies fixes automatically
Best for: Sales operations, revenue operations, and CRM administrators Integrations: Salesforce, HubSpot, Pipedrive Sample prompt:
“Check my accounts for missing data and show me what needs updating.”

​
Personal Agent

A general-purpose assistant you configure for your own workflow — research, writing, task management, or anything else you need help with daily. What it does:
  • Adapts to whatever tasks you define in the instructions
  • Connects to the tools you choose — web search, knowledge base, email, calendar, and more
  • Runs on a schedule or responds on demand
  • Builds context over time through conversation history
Best for: Anyone who wants a flexible AI assistant tailored to their personal workflow Integrations: Your choice — connect any combination of available tools Sample prompt:
“Summarize my unread Slack messages and tell me what needs my attention today.”

​
Installing a Template

1

Browse the Marketplace

Navigate to studio.scoutos.com/agents/marketplace. Click any template card to see a full description, the required integrations, and sample prompts before you commit.
2

Click Use Template

When you’ve found the right template, click Use Template. Scout creates the agent with pre-configured instructions, tools, and settings automatically.
3

Connect your integrations

The guided setup prompts you to authorize any integrations the template requires. If an integration isn’t connected yet, Scout walks you through the OAuth flow. You can skip optional integrations and add them from the Tools tab later.
4

Start working

Click Chat and try one of the suggested prompts. Your agent is ready. You can also set up a schedule, adjust instructions, or add tools at any point — nothing is locked after install.
You can install the same template more than once with different configurations. For example: one Meeting Prep agent for enterprise accounts with deeper research, and another for SMB accounts with a faster, lighter setup.

​
Customizing a Template

Templates are starting points, not ceilings. After installation you have full control over every part of the agent.

​
Modify the instructions

Open the Instructions tab and edit the system prompt to match your specific needs. You can narrow the focus, add company-specific context, or change the output format entirely.
Before
Research companies before meetings and summarize key information.
After
Research B2B SaaS companies before meetings. Focus on recent funding rounds,
product announcements in the last 90 days, and headcount changes. Format the
output as a three-section brief: Company Overview, Recent Activity, and
Suggested Questions.

​
Add or remove tools

Go to the Tools tab to connect additional integrations or remove access to tools this particular agent doesn’t need. Keeping the tool list focused helps the agent make better decisions about when to use each capability.

​
Create variations

Install the same template multiple times with different configurations to serve different segments, teams, or use cases — each becomes its own independent agent.

​
Share with your team

Set Visibility to Team in the Settings tab so everyone in your workspace can use the agent.

​
Common Questions

Can I install multiple templates? Yes. Install as many as you need — each becomes a separate, independently configurable agent. What if a template doesn’t match my exact use case? Install it anyway and modify the instructions and tools after installation. Templates are fully editable. Do I need to set up integrations before installing a template? No. The guided setup walks you through connecting accounts during installation. You can also skip some and connect them later from the Tools tab. Can I see the agent’s instructions before installing? Yes. Click any template in the marketplace to preview its full configuration — instructions, tools, and sample prompts — before you commit to installing it. Are templates free? Templates are free to install. You pay for agent usage (model calls and tool executions) based on your Scout plan.