Agent Templates
Pre-built agents you can install and customize in minutes. The Agent Marketplace is the fastest way to get started with Scout.
What are Agent Templates?
Agent templates are production-ready agents designed for common business tasks. Each template comes with:
- Pre-written instructions — Optimized prompts for the specific use case
- Connected tools — The right integrations already selected
- Suggested settings — Model selection, step limits and response styles tuned for the task
- Guided setup — Walks you through connecting your accounts
Instead of spending hours configuring an agent, install a template and start getting value immediately.
Available Templates
Meeting Prep
Prepare for any call with comprehensive company research and key insights.
What it does:
- Researches the company before your meeting
- Pulls recent news and announcements
- Identifies key decision-makers and their backgrounds
- Summarizes relevant CRM activity and previous interactions
- Generates a briefing document with talking points and questions to ask
Best for: Sales reps, account managers, executives preparing for client calls
Integrations: Salesforce, HubSpot, Web Search, LinkedIn (optional)
Sample prompt:
“I have a call with Acme Corp tomorrow at 2 p.m. VP of Sales is joining. Prep me.”
Competitor Intel
Monitor competitors automatically and deliver actionable intelligence reports.
What it does:
- Tracks competitor websites for changes and updates
- Monitors news mentions and press releases
- Analyzes pricing and positioning shifts
- Summarizes competitive threats and opportunities
- Delivers regular intelligence briefings
Best for: Sales teams, marketing, competitive intelligence, strategy teams
Integrations: Web Search, Exa.ai (optional), Slack (for alerts)
Sample prompt:
“What’s changed with [Competitor] in the last two weeks?”
Deal Monitor
Watch your pipeline for at-risk deals and get proactive recommendations.
What it does:
- Analyzes pipeline data to identify at-risk opportunities
- Monitors deal velocity and engagement patterns
- Flags deals that need attention
- Recommends next actions based on best practices
- Sends daily or weekly pipeline summaries
Best for: Sales managers, account executives, revenue operations
Integrations: Salesforce, HubSpot, Pipedrive, Slack (for alerts)
Sample prompt:
“Which of my deals are at risk this week?”
Seller Guidance
Real-time coaching and deal strategy recommendations to help you close.
What it does:
- Analyzes deal context and history
- Provides negotiation tactics and talking points
- Suggests next steps based on deal stage
- Identifies blockers and how to overcome them
- Shares competitive positioning insights
Best for: Sales reps, account executives, anyone working deals
Integrations: Salesforce, HubSpot, Pipedrive
Sample prompt:
“I’m stuck on the Acme deal. The champion changed. What should I do?”
CRM Hygiene
Keep your CRM clean with automated data validation and updates.
What it does:
- Identifies incomplete or outdated records
- Validates contact information
- Enriches accounts with firmographic data
- Flags duplicate entries
- Suggests corrections and updates
- Can auto-fix common issues
Best for: Sales operations, revenue operations, CRM administrators
Integrations: Salesforce, HubSpot, Pipedrive
Sample prompt:
“Check my accounts for missing data and show me what needs updating.”
Installing a Template
Step 1: Browse the Marketplace
Navigate to studio.scoutos.com/agents/marketplace
Step 2: Select a Template
Click on any template to see:
- What it does
- Required integrations
- Sample prompts
Step 3: Click ‘Use Template’
The guided setup will:
- Create your agent with pre-configured instructions
- Prompt you to connect required integrations (if not already connected)
- Set up suggested schedules (if applicable)
Step 4: Start Using It
Once installed, click Chat to start working with your agent. You can also:
- Modify instructions — Customize the behavior
- Add or remove tools — Change what it can access
- Adjust settings — Fine-tune model and response style
- Set schedules — Automate regular tasks
Customizing Templates
Templates are starting points, not constraints. After installation, you have full control:
Modify Instructions
Tweak the system prompt to match your specific needs:
Original: "Research companies before meetings..."
Customized: "Research SaaS companies before meetings, focusing on
recent funding rounds and product announcements..."Add or Remove Tools
Connect additional integrations or remove access to tools you don’t need.
Create Variations
Install the same template multiple times with different configurations:
- One Meeting Prep agent for enterprise accounts
- Another for mid-market with different research depth
Share with Your Team
Set visibility to Team so everyone can use the agent.
Creating Custom Templates
Have an agent that works well for your team? You can create your own templates:
- Build and refine your agent
- Go to agent settings
- Click Create Template
- Add description and sample prompts
- Share with your workspace
This helps standardize best practices across your organization.
Frequently Asked Questions
Can I install multiple templates?
Yes! Install as many as you need. Each becomes a separate agent you can customize independently.
What if a template doesn’t match my exact use case?
Templates are fully customizable after installation. Adjust instructions, tools and settings to fit your needs.
Do I need to have integrations ready beforehand?
No. The guided setup will prompt you to connect accounts during installation. You can also skip some and add them later.
Can I see the instructions before installing?
Yes. Click on any template in the marketplace to see its configuration before installing.
Are templates free?
Templates are free. You only pay for agent usage (model calls, tool executions) based on your Scout plan.
Next Steps
- Getting Started — Full guide to installing templates and building agents
- Overview — Learn more about AI agents and how they work
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