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Accelerate your automation journey with proven agent templates and real-world examples. These ready-to-use configurations cover common business scenarios and demonstrate best practices for agent design, from simple task automation to sophisticated multi-agent workflows.

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Overview

Agent examples provide a starting point for your automation initiatives. Each example includes complete configuration, customization options, and implementation guidance to help you quickly deploy effective AI agents for your specific business needs.

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Quick Start Templates

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Basic Automation Agents

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Email Response Agent

Automatically respond to common customer inquiries:
Email Response Agent Configuration
{
  "agent_name": "Customer Email Responder",
  "agent_type": "communication_automation",
  "trigger": {
    "type": "email_received",
    "filters": {
      "to": ["[email protected]", "[email protected]"],
      "subject_keywords": ["pricing", "demo", "trial", "support"]
    }
  },
  "workflow": {
    "steps": [
      {
        "action": "analyze_intent",
        "AI_model": "claude-3-sonnet",
        "prompt": "Analyze this customer email and categorize the intent: {{email_content}}",
        "output": "intent_classification"
      },
      {
        "action": "generate_response",
        "conditions": "intent_classification.confidence > 0.8",
        "AI_model": "claude-3-sonnet",
        "prompt": "Generate a helpful, professional response to this {{intent_classification.category}} inquiry: {{email_content}}",
        "personalization": {
          "include_customer_name": true,
          "company_tone": "friendly_professional",
          "signature": "mixus Customer Success Team"
        }
      },
      {
        "action": "send_response",
        "method": "email_reply",
        "review_required": "intent_classification.confidence < 0.9"
      }
    ]
  },
  "customization_options": {
    "response_templates": "configurable",
    "escalation_rules": "customizable",
    "business_hours_only": "optional",
    "auto_learning": "enabled"
  }
}

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Social Media Monitor

Track brand mentions and respond to engagement:
Social Media Monitoring Agent
{
  "agent_name": "Brand Mention Monitor",
  "agent_type": "social_media_automation",
  "trigger": {
    "type": "social_media_mention",
    "platforms": ["twitter", "linkedin", "facebook", "instagram"],
    "keywords": ["@company", "company_name", "product_name"],
    "sentiment_threshold": "all"
  },
  "workflow": {
    "steps": [
      {
        "action": "sentiment_analysis",
        "AI_model": "claude-3-haiku",
        "analyze": ["sentiment", "urgency", "response_needed"],
        "output": "mention_analysis"
      },
      {
        "action": "response_strategy",
        "conditions": "mention_analysis.response_needed == true",
        "strategy_matrix": {
          "positive_mention": "thank_and_amplify",
          "neutral_inquiry": "helpful_information",
          "negative_feedback": "empathetic_resolution",
          "crisis_indicator": "immediate_escalation"
        }
      },
      {
        "action": "craft_response",
        "AI_model": "claude-3-sonnet",
        "guidelines": {
          "tone": "brand_voice_guidelines",
          "length": "platform_appropriate",
          "include_call_to_action": "contextual"
        }
      },
      {
        "action": "approval_workflow",
        "auto_publish": "positive_mentions_only",
        "require_approval": ["negative_mentions", "high_engagement_posts"]
      }
    ]
  }
}

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Document Processor

Automatically process and categorize incoming documents:
Document Processing Workflow
📄 Document Processing Agent:

📥 Input Handling:
├── 📧 Email attachments (PDF, Word, Excel)
├── 📁 Folder monitoring (shared drives, cloud storage)
├── 🌐 Web form uploads
└── 📱 Mobile app submissions

🔍 Processing Pipeline:
├── 1️⃣ Document Classification
│   ├── 📊 Content analysis and categorization
│   ├── 🎯 Template and form type identification
│   └── 🏷️ Metadata extraction and tagging
├── 2️⃣ Data Extraction
│   ├── 📝 OCR for scanned documents
│   ├── 📊 Structured data parsing
│   └── 🔍 Key information identification
├── 3️⃣ Validation and Quality Check
│   ├── ✅ Completeness verification
│   ├── 🔍 Accuracy validation
│   └── 🚨 Error detection and flagging
└── 4️⃣ Routing and Integration
    ├── 📋 CRM/ERP system integration
    ├── 📁 Organized filing and storage
    └── 📧 Stakeholder notifications

⚡ Automation Benefits:
├── 📈 95% reduction in manual processing time
├── 🎯 99.2% accuracy in document classification
├── 📊 Real-time processing and routing
└── 📝 Comprehensive audit trail and compliance

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Business Process Agents

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Lead Qualification Agent

Automatically score and route sales leads:
Lead Qualification Agent
{
  "agent_name": "Intelligent Lead Qualifier",
  "agent_type": "sales_automation",
  "trigger": {
    "type": "new_lead",
    "sources": ["website_form", "linkedin", "trade_show", "referral"]
  },
  "qualification_framework": {
    "scoring_criteria": [
      {
        "factor": "company_size",
        "weight": 0.25,
        "scoring": {
          "enterprise_500plus": 100,
          "mid_market_100_500": 80,
          "small_business_10_100": 60,
          "startup_under_10": 40
        }
      },
      {
        "factor": "budget_authority",
        "weight": 0.3,
        "scoring": {
          "decision_maker": 100,
          "influencer": 75,
          "evaluator": 50,
          "user": 25
        }
      },
      {
        "factor": "need_urgency",
        "weight": 0.25,
        "scoring": {
          "immediate_3_months": 100,
          "short_term_6_months": 75,
          "planning_12_months": 50,
          "future_interest": 25
        }
      },
      {
        "factor": "fit_score",
        "weight": 0.2,
        "AI_analysis": {
          "model": "claude-3-sonnet",
          "analyze": [
            "industry_match",
            "use_case_alignment",
            "technical_requirements"
          ],
          "output": "fit_percentage"
        }
      }
    ]
  },
  "routing_logic": {
    "score_90_plus": {
      "action": "immediate_hot_lead_alert",
      "assign_to": "senior_sales_rep",
      "follow_up": "within_1_hour"
    },
    "score_70_89": {
      "action": "qualified_lead_notification",
      "assign_to": "sales_team_round_robin",
      "follow_up": "within_24_hours"
    },
    "score_50_69": {
      "action": "nurture_campaign_enrollment",
      "sequence": "mid_funnel_education",
      "follow_up": "automated_weekly"
    },
    "score_below_50": {
      "action": "information_collection",
      "sequence": "qualification_questionnaire",
      "re_evaluate": "after_response"
    }
  }
}

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Invoice Processing Agent

Automate accounts payable workflows:
Invoice Processing Automation
💰 Automated Invoice Processing:

📧 Invoice Receipt:
├── 📄 Email attachment processing
├── 📱 Mobile photo capture
├── 📁 Vendor portal integration
└── 🌐 EDI and API connections

🔍 Data Extraction & Validation:
├── 🧠 AI-powered OCR and data extraction
├── 📊 Vendor database matching and validation
├── 🔍 PO number verification and matching
├── 💰 Amount and calculation verification
└── 📅 Payment terms and due date identification

⚖️ Approval Workflow:
├── 🎯 Automatic approval for routine invoices (<$500)
├── 📋 Department manager approval ($500-$2,500)
├── 🏢 Director approval ($2,500-$10,000)
└── 👑 Executive approval (>$10,000)

💳 Payment Processing:
├── 📅 Optimal payment timing (early pay discounts)
├── 💰 Multiple payment method support
├── 📧 Vendor payment notifications
└── 📊 Cash flow optimization

📈 Analytics & Reporting:
├── 📊 Processing time and efficiency metrics
├── 💰 Cost savings from automation
├── 🎯 Vendor performance analytics
└── 📋 Compliance and audit reporting

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Customer Service Agents

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Multi-Channel Support Agent

Unified customer service across all channels:
Omnichannel Support Agent
{
  "agent_name": "Unified Customer Support",
  "agent_type": "customer_service_automation",
  "channels": {
    "email": {
      "response_time_target": "2_hours",
      "escalation_threshold": "4_hours"
    },
    "live_chat": {
      "response_time_target": "30_seconds",
      "escalation_threshold": "5_minutes"
    },
    "social_media": {
      "response_time_target": "1_hour",
      "escalation_threshold": "2_hours"
    },
    "phone": {
      "response_time_target": "immediate",
      "escalation_threshold": "complex_issues"
    }
  },
  "knowledge_base": {
    "sources": ["help_center", "product_documentation", "previous_tickets"],
    "AI_powered_search": true,
    "continuous_learning": true,
    "confidence_threshold": 0.85
  },
  "resolution_workflow": {
    "steps": [
      {
        "action": "customer_identification",
        "lookup": ["email", "phone", "account_number"],
        "create_profile": "if_not_found"
      },
      {
        "action": "issue_classification",
        "AI_model": "claude-3-sonnet",
        "categories": ["technical", "billing", "product", "general"],
        "urgency_assessment": "automatic"
      },
      {
        "action": "solution_search",
        "method": "semantic_knowledge_search",
        "include_similar_cases": true,
        "confidence_required": 0.8
      },
      {
        "action": "response_generation",
        "personalization": true,
        "include_next_steps": true,
        "escalation_check": "if_complex_or_unsure"
      },
      {
        "action": "follow_up_scheduling",
        "automatic": "unresolved_issues",
        "timeline": "based_on_urgency"
      }
    ]
  }
}

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Feedback Analysis Agent

Transform customer feedback into actionable insights:
Customer Feedback Intelligence
💬 Feedback Analysis Pipeline:

📥 Data Collection:
├── 📊 Survey responses (NPS, CSAT, custom)
├── 💬 Social media mentions and reviews
├── 📧 Support ticket content analysis
├── 📞 Call transcript processing
└── 🌟 App store and review site monitoring

🧠 AI-Powered Analysis:
├── 😊 Sentiment analysis (positive/negative/neutral)
├── 🎯 Topic extraction and categorization
├── 📈 Trend identification and pattern recognition
├── 🚨 Urgent issue detection and alerting
└── 🔍 Root cause analysis and correlation

📊 Insight Generation:
├── 📈 Performance trend analysis
├── 🎯 Product feature satisfaction scoring
├── 👥 Customer segment analysis
├── 🔄 Comparative analysis (time periods, segments)
└── 🎯 Actionable recommendation generation

🎯 Action Automation:
├── 🚨 Immediate escalation for critical issues
├── 📧 Automated follow-up for negative feedback
├── 📊 Executive dashboard updates
├── 🎯 Product team feature request routing
└── 📈 Customer success team notifications

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Marketing Automation Agents

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Content Creation Agent

Automated content generation and optimization:
AI Content Creator Agent
{
  "agent_name": "Intelligent Content Creator",
  "agent_type": "marketing_automation",
  "content_types": {
    "blog_posts": {
      "AI_model": "claude-3-sonnet",
      "length": "1500-3000_words",
      "SEO_optimization": true,
      "research_depth": "comprehensive"
    },
    "social_media": {
      "platforms": ["linkedin", "twitter", "facebook"],
      "AI_model": "claude-3-haiku",
      "posting_schedule": "optimal_timing",
      "hashtag_research": "automatic"
    },
    "email_campaigns": {
      "personalization": "recipient_behavior_based",
      "A_B_testing": "automatic_subject_lines",
      "send_time_optimization": "per_recipient"
    },
    "product_descriptions": {
      "feature_highlighting": "benefit_focused",
      "competitive_positioning": "included",
      "technical_specifications": "customer_friendly"
    }
  },
  "content_workflow": {
    "research_phase": {
      "competitor_analysis": true,
      "trending_topics": true,
      "keyword_research": true,
      "audience_insights": true
    },
    "creation_phase": {
      "draft_generation": "AI_powered",
      "brand_voice_consistency": "enforced",
      "fact_checking": "automatic",
      "legal_compliance": "verified"
    },
    "optimization_phase": {
      "SEO_scoring": "real_time",
      "readability_analysis": "automatic",
      "engagement_prediction": "AI_model",
      "conversion_optimization": "included"
    },
    "approval_workflow": {
      "stakeholder_review": "configurable",
      "approval_routing": "automatic",
      "feedback_incorporation": "guided",
      "publication_scheduling": "optimized"
    }
  }
}

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Campaign Performance Agent

Automated marketing campaign monitoring and optimization:
Campaign Performance Optimization
📊 Marketing Campaign Intelligence:

📈 Performance Monitoring:
├── 🎯 Real-time KPI tracking across all channels
├── 📊 ROI calculation and attribution modeling
├── 💰 Cost per acquisition and lifetime value analysis
├── 🔄 Conversion funnel performance analysis
└── 📱 Cross-device and cross-platform tracking

🧠 Intelligent Optimization:
├── 🎯 Automatic bid adjustments for paid campaigns
├── 📧 Email send time optimization per recipient
├── 🔄 A/B test management and winner selection
├── 📊 Budget reallocation based on performance
└── 🎯 Audience segment refinement and expansion

🚨 Alert System:
├── 📉 Performance drop detection and alerts
├── 💰 Budget pacing and spend rate monitoring
├── 🎯 Goal achievement progress tracking
├── 🔄 Competitor activity change detection
└── 📊 Market trend impact assessment

🔄 Automated Actions:
├── ⏸️ Pause underperforming ad sets
├── 📈 Scale high-performing campaigns
├── 🎯 Shift budget to top-performing channels
├── 📧 Trigger re-engagement campaigns
└── 📊 Generate performance reports and insights

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Advanced Multi-Agent Examples

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E-commerce Order Fulfillment

Complete automation of the order-to-delivery process:
E-commerce Fulfillment Orchestration
🛒 Multi-Agent Order Fulfillment:

📦 Order Processing Agent
├── 🛒 Order validation and fraud detection
├── 💳 Payment processing and verification
├── 📊 Inventory availability checking
└── 📋 Order confirmation and customer notification

📊 Inventory Management Agent
├── 📈 Real-time stock level monitoring
├── 🚨 Low inventory alerts and reordering
├── 📊 Demand forecasting and planning
└── 🔄 Multi-warehouse coordination

🚚 Logistics Coordination Agent
├── 📍 Optimal shipping method selection
├── 📅 Delivery scheduling and routing
├── 📱 Customer delivery notifications
└── 📊 Carrier performance monitoring

👤 Customer Communication Agent
├── 📧 Order confirmation and updates
├── 📱 SMS delivery notifications
├── 🚨 Issue resolution and support
└── 📊 Satisfaction surveys and feedback

📈 Analytics and Optimization Agent
├── 📊 Performance metrics tracking
├── 🎯 Process bottleneck identification
├── 💰 Cost optimization recommendations
└── 📈 Continuous workflow improvement

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Financial Risk Management

Comprehensive risk monitoring and response system:
Risk Management Agent Network
{
  "risk_management_system": {
    "agent_network": [
      {
        "agent": "market_risk_monitor",
        "responsibilities": [
          "portfolio_monitoring",
          "volatility_analysis",
          "correlation_tracking"
        ],
        "alert_thresholds": {
          "portfolio_var": "2_percent_daily",
          "concentration_risk": "10_percent_single_position",
          "correlation_spike": "0.8_threshold"
        }
      },
      {
        "agent": "credit_risk_analyzer",
        "responsibilities": [
          "counterparty_monitoring",
          "credit_rating_changes",
          "exposure_calculation"
        ],
        "integration": [
          "credit_rating_agencies",
          "financial_statements",
          "market_data"
        ]
      },
      {
        "agent": "operational_risk_detector",
        "responsibilities": [
          "system_monitoring",
          "process_failure_detection",
          "compliance_tracking"
        ],
        "monitoring": [
          "trading_systems",
          "settlement_processes",
          "regulatory_compliance"
        ]
      },
      {
        "agent": "risk_reporting_coordinator",
        "responsibilities": [
          "report_generation",
          "regulatory_filing",
          "executive_dashboards"
        ],
        "schedules": [
          "daily_var_report",
          "weekly_risk_summary",
          "monthly_regulatory_filing"
        ]
      }
    ],
    "collaboration_patterns": {
      "crisis_response": {
        "trigger": "high_severity_risk_event",
        "coordination": "all_agents_collaborate",
        "escalation": "executive_team_notification",
        "actions": [
          "immediate_analysis",
          "impact_assessment",
          "mitigation_recommendations"
        ]
      }
    }
  }
}

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Healthcare Patient Management

Comprehensive patient care coordination:
Healthcare Agent Ecosystem
🏥 Patient Care Coordination System:

👤 Patient Intake Agent
├── 📋 Registration and insurance verification
├── 📊 Medical history compilation
├── 🎯 Appointment scheduling optimization
└── 📱 Pre-visit preparation and reminders

🩺 Clinical Decision Support Agent
├── 🧠 Symptom analysis and differential diagnosis
├── 📊 Treatment protocol recommendations
├── 🚨 Drug interaction and allergy checking
└── 📈 Evidence-based care suggestions

💊 Medication Management Agent
├── 📋 Prescription management and refills
├── 🚨 Adherence monitoring and reminders
├── 🔍 Side effect tracking and reporting
└── 💰 Cost optimization and insurance coverage

📞 Care Coordination Agent
├── 📅 Follow-up appointment scheduling
├── 👥 Specialist referral coordination
├── 📊 Care plan progress monitoring
└── 📱 Patient communication and education

📊 Population Health Agent
├── 📈 Risk stratification and prevention
├── 🎯 Outreach campaign management
├── 📊 Quality metrics tracking
└── 📋 Regulatory compliance monitoring

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Implementation Guides

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Getting Started

  1. Choose Your Starting Point
    Implementation Roadmap
    🎯 Implementation Strategy:
├── 1️⃣ Start with simple, high-impact automation
├── 2️⃣ Choose agents with clear ROI and success metrics
├── 3️⃣ Begin with existing process pain points
├── 4️⃣ Scale gradually to more complex workflows
└── 5️⃣ Build toward comprehensive agent ecosystems


2. **Customization Guidelines**
   ```text Template Customization
⚙️ Customization Best Practices:
   ├── 📊 Adapt prompts and responses to your brand voice
   ├── 🎯 Configure decision thresholds for your business rules
   ├── 🔄 Integrate with your existing systems and workflows
   ├── 📈 Set up monitoring and alerting for your KPIs
   └── 🧪 Test thoroughly before full deployment
  1. Performance Optimization
    Optimization Framework
    📈 Continuous Improvement:
├── 📊 Monitor agent performance and accuracy metrics
├── 🔄 Gather user feedback and iterate on configurations
├── 🎯 A/B test different approaches and parameters
├── 🧠 Leverage AI insights for optimization recommendations
└── 📈 Scale successful patterns across similar use cases


## Best Practices

### Template Selection and Modification

1. **Choosing the Right Template**
   - Match agent capabilities to your specific business requirements
   - Consider integration complexity with existing systems
   - Evaluate the learning curve and implementation timeline
   - Assess scalability and future expansion potential

2. **Effective Customization**
   - Preserve core logic while adapting surface elements
   - Test modifications incrementally to validate functionality
   - Document customizations for future maintenance and scaling
   - Maintain backup configurations for rollback scenarios

3. **Integration Strategy**
   - Plan integration touchpoints with existing systems
   - Design for data consistency and synchronization
   - Implement proper error handling and fallback mechanisms
   - Consider security and compliance requirements upfront

## Related Resources

- [Agent Creation Guide](/agents/creating) - Build custom agents from scratch
- [Integration Setup](/integrations/setup) - Connect your existing systems
- [Agent Running](/agents/running) - Monitor and optimize performance
- [Collaboration Patterns](/agents/collaboration) - Multi-agent coordination

## What's Next?

Ready to implement these agent examples in your organization? Here are your next steps:

1. **[Select and customize](/agents/creating)** a template for your first automation
2. **[Set up integrations](/integrations/setup)** with your existing systems
3. **[Deploy and monitor](/agents/running)** your agent performance
4. **[Scale to workflows](/agents/collaboration)** with multiple agents

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*Need help implementing these examples? Contact our [support team](/support/contact) or check our [agent creation guide](/agents/creating).*