Template Creation

Give Kolby the full picture
before the first call.

Kolby learns your company, your buyers, and your rules — then puts all of it to work live, on every call.

Prepared reps don't guess. They already know.

Under the hood

How Kolby learns your business

Three inputs. One AI that never forgets them.

Create Custom Template — Step 1 of 8
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Company DNA
Company Name
Example: Acme Insurance Group
Industry / Vertical
Example: Mortgage lending
Avg. Deal Size
Example: 25,000
Sales Cycle Length
Example: 45 days

01 — Guided Setup

An 8-step builder that captures how you sell

Company details, brand voice, buyer personas, objections, and compliance — one wizard, no blank page.

Company DNA & brand voice
Buyer personas & objections
Compliance & guardrails

02 — Or Skip the Form

Describe your business. AI writes the template.

A few plain-English sentences in, a complete call template out — in about two minutes.

Plain-English input
Example descriptions, one click away
Saved automatically, ready in ~2 min
✦ Create Template with AI
Template name (optional)
e.g., Wound Care Outbound — Home Health
Describe your business
e.g., I sell wound care products to home health agencies...
Wound care products…
SaaS project mgmt…
Commercial auto…
✦ Generate Template
Knowledge Base + Upload
PDF
Company Sales Playbook 2026.pdf
48 pages
Active
DOC
State Compliance Guidelines.docx
22 pages
Active
TXT
Product Feature List.txt
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03 — Knowledge Base

Upload documents. Kolby reads everything.

Playbooks, pricing sheets, compliance guides — every word goes to work on live calls.

Playbooks & scripts
Pricing & product docs
Compliance & legal
Why it matters

Prepared reps close. Improvising reps don't.

Without Kolby

Generic AI. Reps improvise. Standards drift.

With Kolby

Every call grounded in your playbook, pricing, and scripts.

Over time

Every upload makes Kolby sharper — no extra work.

How it works

Six steps. Under 15 minutes.

Or generate it with AI and skip straight to review.

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Company DNA

Name, industry, deal size, cycle

2

Brand Voice

How your team sounds on calls

3

Products & Pricing

Pitch, features, differentiators

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Personas & Objections

Who buys, what stops them

5

Call Strategy & Compliance

Goals, rules, required disclosures

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Knowledge Base

Upload docs. Kolby reads them all.

Ready to arm Kolby?

Build your first template in under 15 minutes.