The Modus agent catalog
Sell, take orders, support customers and book appointments. Create AI agents around the work your business does, on WhatsApp and your website.
Your knowledge. Your brand voice. Your team in control.
Choose the job. Shape the agent.
Start with a template or define your own specialist. Give each agent a clear responsibility, goal and instructions.
Configure your main agent
Give every new enquiry a useful first reply. Answer questions from your business knowledge and help your team find the people ready to buy.
Example conversation
“Do you have a plan for a team of five?”
“I can help you find the right fit. What would you like your team to manage?”
Start with the Order flow template
Turn a buying decision into a clear order. Collect the details your business needs, then read them back before confirmation.
Example conversation
“I want two of the gift boxes.”
“Of course. Which gift box would you like to order?”
Start with the Support template
Help existing customers with questions, problems and next steps, using your policies. Bring your team in when a person needs to take over.
Example conversation
“One item is missing from my order.”
“I’m sorry an item is missing. Could you share your order reference so we can help?”
Start with the Bookings template
Guide customers through booking a demo, appointment or visit. Set up your booking pages and availability to support the conversation.
Example conversation
“Can I book a consultation?”
“Absolutely. Which service would you like a consultation for?”
Create a custom agent
Help customers narrow down their options with questions about needs and preferences, backed by the product knowledge you provide.
Example conversation
“I need a gift but I’m not sure what to pick.”
“Happy to help. Who is it for, and what budget do you have in mind?”
Custom chat agent · voice requires integration
Ask about needs, budget and timeline before your team follows up. Build a focused qualification playbook and hand over the context.
Example conversation
“We’re looking for a solution for our business.”
“What would you like to improve, and when are you hoping to get started?”
Custom workflow · store connection required
Give shoppers a helpful route back to a purchase. Connect your cart data and configure approved outreach before sending recovery messages.
Example conversation
“I wasn’t sure which size to choose.”
“I can help you check the sizing information. Which item were you considering?”
Create a custom agent
Recommend relevant extras and upgrades from the product knowledge you supply. Use connected customer data when your recommendations depend on past purchases.
Example conversation
“Is there anything else I need with this?”
“What will you be using it for? I can help you check which accessories fit your needs.”
Custom workflow · invoice and voice integrations
Help customers understand a payment reminder and find the right next step. Connect accurate invoice data, payment links and a voice integration for call-based reminders.
Example conversation
“Can you help me with the invoice reminder?”
“Of course. Please share the invoice reference so we can check the details.”
Custom workflow · delivery data required
Help customers ask about their delivery without starting a new support thread. Connect your order or shipping system before offering live tracking updates.
Example conversation
“Where is my order?”
“Please share your order reference so we can check the latest available update.”
Custom integration · voice and calendar required
Plan a voice booking experience for customers who prefer to call. This needs a connected voice agent and calendar workflow; the chat booking template alone does not enable it.
Example conversation
“I’d prefer to arrange my appointment over a call.”
“We can help you arrange the next step with the team.”
Start blank
Create a specialist for a workflow unique to your business. Define when it should handle a chat, its goal, instructions and conversation playbook.
Example conversation
“Can you help with a bulk enquiry?”
“Yes. Tell me what you’re looking for and the quantity you have in mind.”
Sales, Support, Order flow and Bookings use Modus’s existing agent configuration. Other cards describe custom workflows; store events, live delivery data, invoice data and autonomous voice calls require appropriate integrations. Active agent limits depend on your plan.
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Choose a template, name your agent and describe when it should handle a conversation.
02
Add your business knowledge, instructions and playbook. Agents share your brand identity across WhatsApp and web chat.
03
Conversations feed your shared inbox and CRM. Your team can review the context and take over when needed.
Start with sales, Support, Order flow or Bookings, or create specialists for buying assistance, lead qualification and upselling. Cart recovery, live tracking, payment reminders and voice workflows need the relevant data, automation or integrations. Templates are editable starting instructions.
Modus matches the conversation to an enabled agent using the responsibilities you define. Agents share your business identity and tone, so customers keep talking to your brand.
Yes. Conversations can be handed to your team. In human mode, the AI stays out of the thread while your team replies.
The number of active agents depends on your plan. Your main agent is always available; additional enabled agents run within your plan’s allowance.
Instructions alone do not connect an agent to a delivery or refund system. Configure the relevant data and integrations for your workflow. Agents should use your supplied information and hand requests to your team when they cannot confirm an answer.
Start with one conversation
Tell us how your business works. We’ll help you find the right starting point for sales, orders, support and more.
See Modus in action