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The library

Dashboard → Autopilot → 📚 Templates. Each template expands to show everything it would give you: who it targets, the whole sequence day by day with each touch’s angle and the research it uses, what it asks for, and what stops it. A timeline across the top shows the shape of the sequence from the lead’s side — how many messages, how close together, on which channels. Use this template copies it into your account.

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What a copy is

A snapshot, not a link. Once copied, the Autopilot is yours: editing it changes nothing anywhere else, and if the template is later changed or removed, your copy carries on exactly as it is. The copy arrives:
  • Switched off, always — see below
  • At the bottom of your priority list, so a new, often broad Autopilot cannot quietly take leads from the specific ones you already run
  • Renamed if you already have one with that name

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Read the warnings before switching it on

A template was written against someone else’s CRM and someone else’s connected channels, so a copy can arrive with gaps. They are listed right after copying:
This is why a copy is never enabled automatically. An Autopilot whose filter did not survive the copy matches everyone — and an enabled one would start contacting your whole CRM before you had read a single line of it.

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What a template never carries

Two things are deliberately left behind, because they belong to one account and would be wrong — not merely empty — in another:
  • Your calendar or pricing link. Someone else’s booking link is worse than no link: the sequence looks configured and sends leads to the wrong place.
  • How the leads came to you. That sentence becomes the opening line of the first message. A template claiming “I saw you just registered” to a prospected list is a lie in the first sentence.
Tone, goal and qualifying questions do come across.

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Before you enable a copy

  1. Fix anything the warnings named
  2. Fill in How did these leads come to you? in your own words
  3. Run Show example on the first two touches — this is the moment to find out whether the template’s voice fits yours
  4. Check the stop conditions, especially LinkedIn invite accepted
  5. Check where it sits in the priority list

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Frequently asked questions

No. A copy is a snapshot taken at the moment you clicked. Nothing about it changes unless you change it.
Not yourself — the library is curated. If you have built one that works well and would be useful to others, tell us at hello@callprep.app.
They answer different questions. A template is a proven shape you adapt; Build with AI drafts a sequence from your own product and audience. Both need the same review before switching on.
Only if it is more specific than what sits above it. Order decides who takes a lead first, and the more specific Autopilot should always be the one that wins.