AI meeting agent templates

Fifteen ready-made agents for customer calls, team meetings, workshops, coaching, practice and review. Start from one, then make it yours.

Every Mainroom agent starts from a template and is then yours to change: name, voice, tools, meeting manners, memory, and who may invite it. These are the templates in the Studio today. Each one joins Google Meet, Microsoft Teams and Zoom from a calendar invite.

Customer Success Agent

Sits in on every customer call. Remembers the account, tracks commitments both ways, and coaches the account owner privately. Silent in front of the customer unless named.

Team Meeting Agent

Runs the recurring team meeting's process: confirms decisions, asks for owners and dates as actions land, and brings back last week's open items.

Facilitator

Keeps a workshop moving: timeboxes, anonymous intake for the quiet half of the room, a nudge when one voice has had the floor too long.

Team Coach

Watches how the team works together and coaches the leader privately during the call and by email afterwards.

Timekeeper

Holds the agenda and the clock. Says when a section is over time and what is still left.

Delegate

Attends on behalf of someone who cannot make it: relays their brief, takes questions for them, and never commits on their behalf.

Silent Coach

Joins as a plain notetaker, never speaks, and coaches the person who invited it privately during the call. Sends a debrief afterwards.

Roleplay Partner

Plays a customer, a candidate or a difficult stakeholder for practice, then breaks character and gives feedback.

Sales Support

Backs the seller on a live call: pulls product facts and pricing when asked, logs commitments, and drafts the follow-up for approval.

Pitch Practice

Listens to a pitch, asks the questions an investor or a buyer would ask, and scores the answers.

Interview Panel

Sits on an interview panel with a consistent question set and a rubric, and writes up the scorecard.

Brainstorm Partner

Generates alternatives when the room runs dry, plays back themes from an anonymous intake, and keeps ideas from being lost.

Retro Guide

Runs a retrospective: what went well, what did not, what to change, with owners.

Risk Review

Reads a plan for what could go wrong and asks the uncomfortable questions before the meeting ends.

Advisors

A small cast of perspectives (finance, customer, engineering) that weigh in when asked.

Everything an agent can do

• Speak and listen. Joins as a participant with a camera tile and a voice. Answers when addressed, waits for a gap, and never talks over a person.
• Slides and pages on the shared screen. Puts up text slides, comparison tables, charts, timelines and small calculators on the meeting's shared screen, and takes them down when asked.
• Whiteboard. Teaches on a shared whiteboard it draws on step by step: boxes, arrows, notes, highlights. Questions about the drawing are answered on the drawing.
• Live browser demos. Opens a real browser on the shared screen, follows instructions from the room ("click the pricing tab", "scroll down"), and narrates.
• Lookups in connected tools and the web. Runs a background search in the team's connected tools (any MCP server) or the web, and reports when there is a gap in conversation.
• Generated images. Generates an image from a description and puts it on the shared screen.
• Anonymous intake. Opens an anonymous response link for the room, shows a live count, and synthesizes the responses on request.
• Meeting chat and private notes. Posts links and recaps to the meeting chat; sends a private note to one person on request.
• Meeting ledger. Logs decisions, commitments with owners and dates, open questions and risks the moment they are confirmed, and carries them to the next meeting with the same people.
• Proposed actions. Drafts CRM notes, tickets and follow-ups as proposals the owner approves before anything is written to a system of record.
• Live coaching. Sends private nudges and answers private questions on a companion page only the inviter can see.
• Memory. Remembers people and prior sessions across calls, per agent, as a switch the owner controls.
• Post-call email. Emails a role-appropriate recap after the call: a coaching debrief, an account summary, or a team recap.
• Floor control by voice. Goes on mute when told to and stays silent until asked to come off mute. Raises a hand instead of interrupting.

Build your own

Describe the agent you want in plain language in the Studio and the builder drafts it: persona, voice, tools, manners and a recap format. Or start from any template above.