> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarasdr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Templates define conversation behavior, qualification workflows, routing logic, escalation rules, and customer engagement patterns.

## Overview

Templates help teams standardize how Clara SDR handles inbound customer interactions, qualification workflows, routing logic, and meeting scheduling processes.

## Template Components

* Conversation instructions
* Qualification logic
* Conversation tone and policies
* Routing and escalation
* CRM synchronization

## Example Templates

* Demo Request Qualification
* Website Lead Qualification
* Enterprise Lead Intake
* Product Inquiry Workflow
* Customer Onboarding Assistance

## Visual References

Placeholder:
\[Template configuration screenshot]

Placeholder:
\[Conversation settings screenshot]