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Agent templates give you a proven starting point for the most common revenue intelligence workflows. Instead of writing instructions from scratch, you copy a pre-built prompt, paste it into your agent’s Brain, and adjust the details to match your team’s data and meeting types. Each template is designed around a single focused use case so results stay actionable.

CS Sentiment Pulse

Delivers a weekly snapshot of customer health based on call and email sentiment. Ideal for CS Managers who need a consistent view of which accounts are thriving, neutral, or at risk — without reviewing every call manually.

Sales Coaching Agent

Provides post-call feedback for reps based on your sales playbook. Scores calls against key criteria — discovery questions, objection handling, next-step commitment — and delivers specific, actionable coaching notes after every demo or discovery call.

Feature Request Tracker

Automatically logs product asks and feature requests mentioned in customer conversations. Surfaces patterns across calls so your product and CS teams can prioritize the roadmap based on what customers are actually asking for.

Deal Risk Detector

Flags at-risk deals by analyzing sentiment signals, stalled momentum, and warning language in call transcripts. Helps revenue leaders and AEs catch slipping opportunities before they’re lost, with enough time to course-correct.

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How to Use a Template

Templates live on the Agent Templates page inside Piper. Follow these steps to apply one to your agent.
1

Go to the Agent Templates page

Navigate to the Agent Templates page in your Piper workspace. You’ll see a list of all available pre-built templates.
2

Open the template toggle

Find the template you want to use and click its toggle to expand the details. The full prompt text will appear in a code block below.
3

Copy the prompt

Copy the entire contents of the code block. This is the instruction set you’ll paste into your agent.
4

Paste into your Agent's Instructions field

Open your agent (or create a new one), navigate to the Brain step, and paste the copied prompt into the Instructions field.
5

Adjust to match your data

Review the prompt and update any time frames, meeting types, or team-specific details to match your actual data. For example, replace placeholder references like “past 7 days” or “demo calls” with the exact values that apply to your setup.
Templates are a starting point, not a finished product. The more you tailor the instructions to your team’s specific playbook, language, and meeting cadence, the more precise and useful the agent’s output will be.

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Customizing Template Prompts

After pasting a template, consider these common customizations:
  • Time frame — update references like “past week” to match your agent’s run schedule (e.g., “since the last run” or “in the past 30 days”)
  • Meeting type — specify the exact meeting types in your workspace, such as “QBR,” “onboarding call,” or “renewal conversation”
  • Output format — if the template outputs a bullet list but you want a scored table or a Slack-style summary, rewrite the format instructions accordingly
  • Scoring criteria — for coaching agents, replace generic criteria with the specific behaviors from your sales playbook
Don’t see a template that fits your use case? You can build a fully custom agent from scratch using the agent builder. The tips in the Brain section will help you write high-quality instructions without a template as a base.