Select and customize a pre-built industry template to configure your AI sales agent's tone, discovery questions, and qualification criteria.
Industry templates give your AI agent a head start by pre-configuring conversation tone, discovery questions, qualification criteria, and objection-handling strategies based on proven patterns from your vertical. Instead of building everything from scratch, you pick a template and refine it.
Navigate to Admin Dashboard > Settings > AI Configuration > Industry Template to see the full list.
| Template | Best For | Pre-configured Tone | |---|---|---| | SaaS | B2B software companies selling subscriptions | Professional, solution-oriented, technical when needed | | E-commerce | Online retailers and DTC brands | Friendly, helpful, concise | | Real Estate | Brokerages, agents, property management | Warm, knowledgeable, local-expert | | Healthcare | Clinics, telehealth, medical devices | Empathetic, compliant, reassuring | | Financial Services | Insurance, lending, wealth management | Trustworthy, precise, regulatory-aware | | Professional Services | Consulting, legal, accounting firms | Authoritative, consultative, relationship-focused | | Education | Universities, online courses, edtech | Encouraging, informative, supportive | | Custom | Anything that doesn't fit above | Blank slate -- you configure everything |
When you select a template, Synaptiq pre-fills four areas of your AI configuration:
Each template sets a baseline personality. The SaaS template, for example, instructs the AI to mirror the language of a knowledgeable account executive -- it asks about integrations, team size, and current tools. The Healthcare template uses softer language and avoids pressure tactics entirely.
Templates include 8-12 discovery questions tailored to the vertical. The Real Estate template asks about property type, desired neighborhoods, and timeline to move. The Financial Services template asks about current coverage, risk tolerance, and financial goals. These questions feed directly into qualification scoring.
Each template maps its discovery questions to qualification criteria with sensible default weights. SaaS uses a modified BANT framework emphasizing product fit and team size. E-commerce focuses on purchase intent signals, cart value indicators, and urgency.
Templates ship with 5-10 pre-written responses to the most common objections in that industry. The SaaS template handles "we're already using [competitor]" and "we need to talk to our IT team." The Healthcare template addresses insurance coverage concerns and scheduling hesitancy.
Switching templates overwrites your current discovery questions, qualification criteria, and objection responses. If you have made custom changes you want to keep, export your current configuration first using the Export Config button at the top of the settings page.
Templates are a starting point, not a constraint. After applying a template, every setting it configured becomes fully editable.
Go to AI Configuration > Personality to modify the tone instructions. You can edit the system prompt directly or use the tone sliders:
Under AI Configuration > Discovery Questions, you can reorder, edit, or delete the template's pre-filled questions. Add your own by clicking + Add Question and specifying:
Templates assign default weights to each criterion. Head to AI Configuration > Qualification Criteria to change the weights, add new criteria, or remove ones that don't apply to your business. See the Customizing Qualification Criteria guide for a deep dive.
Under AI Configuration > Objections, review the template's pre-loaded responses. Edit any response to match your company's actual positioning and value propositions. Generic responses convert poorly -- the more specific you make these to your product and customers, the better.
If your business spans multiple verticals, pick the template closest to your primary sales motion rather than trying to blend two. A SaaS company selling to healthcare organizations should usually start with the SaaS template and then adjust the tone and compliance settings, rather than starting with Healthcare and retrofitting a SaaS qualification flow.
If none of the templates fit, choose Custom. You'll start with a neutral, professional tone and empty question/criteria lists, giving you full control from the beginning.
After applying and customizing a template, use the Preview Chat tool in the bottom-right corner of the settings page. This opens a simulated conversation where you can interact with your AI agent as a visitor would. Test at least 3-4 different conversation paths before going live:
This preview uses your live configuration but does not create real lead records.
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