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

# Autopilot templates

> Start from a ready-made Autopilot instead of a blank one — what a copy brings with it, what it deliberately leaves behind, and why it always arrives switched off.

## 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.

***

## 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

***

## 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:

| Warning                                         | What it means                                                                         | What to do                                                                                                               |
| ----------------------------------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Filter properties this portal does not have** | The template filters on a property that does not exist in your HubSpot                | Rebuild those rules with your own properties. The rules are kept, not silently deleted, so you can see what was intended |
| **Channels you have not connected**             | It has steps on a channel you do not have                                             | Connect it, or delete those steps                                                                                        |
| **Matches every lead**                          | Its filter carries no usable rule in your portal                                      | Add a filter before enabling, unless you deliberately want a catch-all                                                   |
| **The goal needs your link**                    | A meetings or self-serve template cannot carry someone else's calendar or pricing URL | Paste yours in the builder                                                                                               |

<Warning>
  **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.
</Warning>

***

## 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.

***

## 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

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="If the template is updated later, does my copy change?">
    No. A copy is a snapshot taken at the moment you clicked. Nothing about it
    changes unless you change it.
  </Accordion>

  <Accordion title="Can I turn one of my Autopilots into a template?">
    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](mailto:hello@callprep.app).
  </Accordion>

  <Accordion title="Is a template better than Build with AI?">
    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.
  </Accordion>

  <Accordion title="My copy is at the bottom of the list. Should I move it up?">
    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.
  </Accordion>
</AccordionGroup>