Template Library

Deploy a complete workflow
in 2 minutes

Pick your industry. Click install. Walk away with fully configured queues, cadences, KPI targets, and disposition codes — ready for day one.

Book a Demo Platform Overview
Template Library
Telecom — Post-paid Collections
3 queues · 5 cadences · 90-day escalation
Banking — FDCPA Dunning
4 queues · 6 cadences · Cease-comm tracking
Healthcare — Consent-gated Outreach
3 queues · 4 cadences · HIPAA-safe
Utilities — Pre-due & Reconnect
2 queues · 4 cadences · Field dispatch tags

What a template installs

One install configures your entire collections infrastructure for that industry. Not just a starting point — a complete, proven workflow.

Queue sets
Priority queues for each DPD segment with routing logic pre-configured
Cadences
Multi-step outreach sequences — call, SMS, follow-up — with timing and channel rules
KPI targets
Industry benchmarks for contact rate, PTP rate, collection rate, and NRR
Disposition codes
Industry-appropriate outcomes — FDCPA cease-comm for banking, consent flags for healthcare

The 5 industry templates

Each built from real collections workflows. Not generic — specific.

Telecom — Post-paid Collections
30/60/90 DPD escalation · Pre-paid vs. post-paid logic · Suspension cadence · Port-out risk queue
3 queues 5 cadences Details →
Banking — FDCPA Dunning
Soft / moderate / hard dunning · Cease-comm tracking · Charge-off prevention · Dispute queue
4 queues 6 cadences Details →
Healthcare — Consent-gated Outreach
HIPAA-safe · Consent gating per channel · Post-discharge follow-up · Readmission risk queue
3 queues 4 cadences Details →
Utilities — Pre-due & Reconnect
Pre-due SMS cadence · Field dispatch tagging · Reconnect efficiency queue · Hardship program flags
2 queues 4 cadences Details →
SaaS — Churn Intervention & Renewal
Health score triggers · Churn intervention · Renewal motion · NRR targets · Failed payment recovery
3 queues 5 cadences Details →

Install in 4 steps

1

Pick template

Choose your industry from the library. Preview what gets installed.

2

Choose strategy

Merge with existing config or replace. Merge is safe for existing tenants.

3

Confirm

Review the diff — queues, cadences, KPIs, dispositions — then confirm.

4

Go live

Agents open AM Workbench and see their priority queue. Done.

Custom templates

Operators can create their own templates from a configured tenant and save them to their library. Share across multiple clients or use as a starting point for new onboardings.

Version control

Every template install is versioned. If a new template doesn't perform, roll back to the previous version from the admin console with one click.

See a template install live

We'll pick your industry template and run the full install during the demo — so you see exactly what your team gets on day one.

Book a Demo