Templates & add-ons

Pre-built workflows.
Endless possibilities.

ProxyLink ships with a library of pre-built templates for common customer intents and add-ons for vertical capabilities.

Standard workflows

The handful of intents every customer has.

Every company sees the same questions. ProxyLink ships them ready out of the box, configurable to your brand and policies.

Commerce

Where's my order?

Order status, tracking, ETAs, and recovery actions pulled from your order system.

Services

Schedule an appointment

Book, reschedule, and confirm with calendar-aware policy logic.

Subscription

Modify my subscription

Upgrades, downgrades, plan changes, prorations, and pauses surfaced inline.

Retention

Cancel my subscription

Retention offers presented before the final cancellation decision.

Account

Update my account

Address, payment, and profile updates with verification and audit trail.

Escalation

Talk to a human

Escalation flow with full conversation context routed to your helpdesk.

Add-ons

Where generic stops. Where built-for-you starts.

Add-ons extend ProxyLink for your industry, business model, or product surface.

Retention

Automated save offers

A/B-tested retention offers at the moment of cancel.

Services

Calendar-integrated scheduling

Bidirectional sync with Google, Outlook, and major booking systems.

Loyalty

Loyalty & rewards lookups

Tier, point balance, and reward redemption inside the conversation.

Commerce

Returns & exchanges

Initiate a return, generate a label, or swap a size through your commerce stack.

How it works

Choose. Configure. Go live.

Pick the templates and add-ons you want, configure them in the no-code builder, or call them through the MCP integration.

Path A / Launch with us

Configure in the no-code builder.

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Path B / Add to your MCP server

Call templates through the MCP integration.

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What will you build?

Start from a template, layer on the add-ons your business needs, and ship a customer experience that feels yours.

Start building