Real intelligence. Artificial effort.

10 Service Templates That Scale With You

Every EpicClaw client gets pre-built templates for their industry — from customer service to invoicing to social media. Pick the services you need. Your agent prepares the work and routes sensitive actions for approval.

🛡️ No credit card required
⏱️ 14-day free trial
Deployed in 1 business day
🔄 Cancel anytime
💳 FluidPay powered
<5 minavg. first response
📄
<60 secproposal generation
💰
5/14/30dapproval queue
🎯
24/7lead capture
📈
Dailybriefing delivered
🎨
10industry templates
🚀
1 biz dayfull setup time
Starter
$9/mo
✓ What's included:
📬 Daily Briefings & Reporting
💾 Client memory
📁 Basic follow-ups
Start Free — No Card →
Pro
$49/mo
Most Popular
✓ Everything in Starter, plus:
🎧 24/7 Customer Service
💰 Smart Invoicing & Payments
🎯 Lead Generation & Nurture
⭐ Reputation Management
📄 Proposal Generation
📱 Social Media Management
📅 Appointment Optimization
Start Free — No Card →
Business
$99/mo
✓ Everything in Pro, plus:
📊 Market Audit & Competitive Intel
🔍 Business Intelligence & Reporting
🏢 Multi-location support
🛠️ Custom automations
📞 Dedicated onboarding call
Start Free — No Card →

How EpicClaw Templates Work

1

Pick Your Templates

Choose which services your business needs — invoicing, follow-ups, customer service, proposals. EpicClaw activates them in your agent config.

2

Your Agent Learns Your Business

Upload your FAQ, pricing, terms, and client info. EpicClaw pulls this context into every action — so it's personalized, not generic.

3

EpicClaw Runs Approved Workflows

Your agent runs scheduled briefings, follow-ups, invoice drafts, and reminders using the rules you approve during setup.

4

You Approve the Exceptions

EpicClaw sends you a daily briefing each morning. You review, approve, or dismiss anything sensitive while routine work keeps moving.

Built-in approval guardrails

Templates automate routine work. Sensitive decisions stay with you.

Each template ships with a clear escalation policy, so EpicClaw can move fast on known tasks without promising discounts, refunds, custom pricing, or payment exceptions on its own.

Agent handles

FAQ replies, daily briefings, invoice reminders, appointment reminders, and follow-ups already approved in your service catalog.

Owner approves

Refunds, discounts, custom quotes, legal complaints, angry customers, and anything outside your documented policies.

Payments stay FluidPay

Payment links, deposits, invoices, and retry flows use FluidPay only. Card data is never collected by EpicClaw pages.

What setup needs from you

Each template starts from your real operating rules.

EpicClaw does not invent policies, discounts, payment terms, or service promises. Before a template goes live, the agent uses the inputs below as its source of truth.

Service catalog

Services, prices, package names, intake questions, availability rules, and anything the agent may quote directly.

Response rules

Approved FAQ answers, tone preferences, escalation triggers, refund boundaries, and topics that always need owner review.

Billing rules

Invoice terms, late reminder timing, deposit requirements, approved payment language, and FluidPay checkout behavior.

Owner approvals

A go-live approval matrix for routine actions, custom quotes, rush requests, refunds, complaints, and payment exceptions.

Open Onboarding See Demo

Template readiness

Know what goes live on day one.

Each service template has a launch state before it touches your customers. Routine drafts can start quickly; connected-channel work waits for access; sensitive decisions stay in your approval queue.

Ready after onboarding

Briefings, proposal drafts, follow-up drafts

These start from your FAQ, service catalog, pricing, and client notes. EpicClaw drafts the work and shows it in your briefing before customer-facing action.

Needs connected tools

Invoicing, scheduling, live customer replies

These wait for FluidPay, calendar, Telegram, WhatsApp, email, or web-chat access. No payment or message flow is activated until the connection is verified.

Always approval-gated

Refunds, discounts, custom terms

EpicClaw can prepare the recommendation, but it does not approve policy exceptions, payment exceptions, or sensitive customer responses on its own.

Start Onboarding Compare Template Access

Ready to stop doing the work your AI should be doing?

Pick your plan. Set it up in 10 minutes.

Start with the templates included in your plan. 14 days free. No credit card. Cancel anytime — no questions asked.

Start Free — Starter · $9/mo Start Free — Pro · $49/mo See all plans
No templates match that industry and plan combination yet. Compare plans or switch to Pro for the core operations template set.
🎧

24/7 Customer Service

Perfect for: Restaurants, salons, dental offices, gyms, home service teams, boutiques

Pro

Your agent answers approved routine questions across WhatsApp, Telegram, email, and web chat, then escalates anything sensitive or outside policy. Fewer missed inquiries, shorter waits, and clearer handoffs. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI handles 24/7 · Human reviews edge cases
Pro Includes 24/7 customer responses — responses in seconds, not hours
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I miss leads because they email at 11pm and I see it the next morning"
  • "My receptionist spends half the day answering the same questions"
  • "International clients can't reach me outside business hours"

🤖 What AI Handles

Answers FAQs (hours, pricing, services, menu)
Books appointments from chat
Handles multi-language conversations
Sends daily briefing of all conversations
Escalates angry customers instantly

Tool Chain

WhatsApp/Telegram input → SOUL.md knowledge → AI response → escalation if needed

👤 What You Handle

Escalated/sensitive issues only
Update FAQ when customer asks something new
Approve complex service requests

Expected Outcome

Customers get faster routine responses 24/7. Your team handles escalations and policy exceptions. Repetitive admin work is reduced automatically every week.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
📬

Daily Briefings & Reporting

Perfect for: All businesses — freelance developers, operators, consultants, agencies, trades

Starter+

Every morning at 8am, EpicClaw delivers a plain-English briefing: new leads, overdue invoices, client replies, follow-ups due today, and revenue vs. last week. No dashboards to check. No spreadsheets. Just one message that tells you exactly what to do. Included in all plans — Starter ($9/mo), Pro ($49/mo), and Business ($99/mo).

AI prepares · You review (2 min)
Starter+ Includes daily briefing via Telegram + email — every morning, 8am ET
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I spend 20 minutes every morning manually checking emails, messages, and invoices before I can start real work"
  • "I miss follow-ups because nothing reminds me — I just have to remember everything myself"
  • "I have no idea what happened with my business while I was asleep or on vacation"

🤖 What AI Handles

Aggregates all client activity overnight
Lists every lead received in the last 24h
Alerts on overdue invoices and failed payments
Flags follow-ups due today (with suggested responses)
Revenue summary: this week vs. last week vs. this month
Weekly trend report every Monday

Tool Chain

CRM + email + FluidPay + calendar → Overnight aggregation → Daily briefing draft → Telegram + email delivery (8am ET)

👤 What You Handle

Read briefing (takes 2 minutes)
Click through to act on flagged items
Approve or dismiss follow-up suggestions

Expected Outcome

One briefing every morning. Never start your day blind — EpicClaw tells you exactly what needs your attention and what can wait.

Included in all plans — Starter ($9/mo), Pro ($49/mo), Business ($99/mo) Start Free (14 Days) — No Credit Card →
💰

Smart Invoicing & Payments

Perfect for: Freelance developers, consultants, agencies, contractors, home service teams

Pro

Your agent generates branded invoices, attaches FluidPay links, and queues email or WhatsApp reminders for approval at the right time. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI sends after approval
Pro Includes 5/14/30 day reminder queue — approve the right nudge without rewriting it
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I sent the invoice a week ago and haven't heard back"
  • "Tracking down payments is the worst part of my week"
  • "I don't want to be the one chasing clients for money"

🤖 What AI Handles

Generates branded invoices from service records
Prepares email + WhatsApp reminders with FluidPay link
Queues 5, 14, and 30 day overdue reminders
Personalizes each reminder message
Monthly cash flow report with trend alerts

Tool Chain

Service completed → Invoice generated → FluidPay link → Approval queue → 5/14/30 day reminders

👤 What You Handle

Set payment terms once (Net 30, 50%, etc.)
Approve large invoices before sending
Handle payment disputes (rare)

Expected Outcome

Invoices are prepared same-day. Follow-up drafts stay ready so payment cycles keep moving after approval.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
🎯

Lead Generation & Nurture

Perfect for: Freelance developers, agencies, B2B services, consulting, coaching, trades

Pro

Your agent drafts fast inquiry responses, qualifies leads against your rules, and queues nurture follow-ups for review. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI qualifies leads · Human closes deals
Pro Includes instant response + day-3 follow-up — never lose a lead again
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I'm losing deals because I forget to follow up for days"
  • "Every lead goes cold by day 3 — I'm too busy to catch them"
  • "I send a proposal and then have no idea if they opened it"

🤖 What AI Handles

Responds within 5 minutes (always)
Qualifies leads (budget, timeline, fit)
3-day and 7-day follow-ups are queued for review
Personalized drip sequences nurture cold leads
Conversion tracking (inquiry → engaged → closed)
Identifies hot prospects for your attention

Tool Chain

Inquiry received → Instant response + qualification → 3-day follow-up → 7-day follow-up → CRM update → Alert on hot leads

👤 What You Handle

Close high-value deals personally
Customize follow-up sequences per industry
Review weekly conversion report

Expected Outcome

Lead inquiries are organized quickly. Day-3 and day-7 follow-up drafts keep prospects visible while you choose what goes out.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
📊

Market Audit & Competitive Intel

Perfect for: Local businesses, new markets, competitive strategy

Business

Your agent scrapes competitor websites, analyzes their reviews for weaknesses, scores your online presence 1–100, and sends weekly competitive briefings — so you're always one step ahead of the market. Included in Business ($99/mo) plan.

AI researches · Human decides
Business Includes weekly competitive briefings — know what rivals are doing before they do it
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I have no idea what my competitors are charging or offering"
  • "I only find out about competitor moves when a client tells me"
  • "Market research takes days — I never have time to do it"

🤖 What AI Handles

Audits your website (completeness, UX, speed)
Identifies top 5 competitors in your area
Analyzes competitor reviews (weaknesses you can exploit)
Scores your online presence 1-100
Monitors competitor pricing/services weekly
Generates 1-page competitive brief + action items

Tool Chain

web_search → web_fetch → sentiment analysis → diff detection → weekly report generation

👤 What You Handle

Read briefing (5 min per week)
Make strategic decisions
Approve pricing/service changes

Expected Outcome

Weekly competitive briefing (5-min read). See competitor pricing, reviews, and strategy shifts. Act faster than the market. Make data-backed decisions.

Included in Business ($99/mo) only Start Free (14 Days) — No Credit Card →

Reputation Management

Perfect for: Service businesses, salons, restaurants, any local business

Pro

Your agent monitors every review platform, drafts personalized responses, alerts you to bad reviews instantly, and helps turn 3-star reviews into 5-star relationships. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI monitors · Human responds to feedback
Pro Includes instant negative review alerts — protect your reputation 24/7
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I found a 1-star review three days after it was posted"
  • "I spend hours writing review responses and they still sound robotic"
  • "I have no idea what patterns are driving negative reviews"

🤖 What AI Handles

Monitors Google, Yelp, Facebook reviews daily
Drafts personalized responses to every review
Instant alert on 1-2 star reviews
Tracks sentiment trends over time
Identifies common complaints (actionable patterns)

Tool Chain

Review APIs → Sentiment analysis → Response drafting → Alert on negative → Monthly trend report

👤 What You Handle

Approve responses before posting
Fix systemic issues (if patterns emerge)
Follow up personally on 1-star reviews

Expected Outcome

Every review gets a personalized response within hours. Instant alerts on negative reviews. Reputation stays pristine. Happy customers leave more 5-star reviews.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
📄

Proposal Generation

Perfect for: Freelance developers, consultants, agencies, contractors, B2B services

Pro

Message "Proposal for Acme Corp, $8k website redesign" and get a fully formatted, branded proposal in under 60 seconds. EpicClaw pulls your client history, pricing, and terms. No templates to fill. No copying from old docs. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI prepares · Human approves before sending
Pro Includes proposals in under 60 seconds — from brief to ready-to-send
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "Writing proposals takes me 2–4 hours every single time"
  • "I sent a proposal 5 days ago and haven't heard back — now what?"
  • "My proposals look inconsistent because I'm always in a rush"

🤖 What AI Handles

Turns a one-line brief into a complete proposal
Pulls client history, services, and past proposals
Applies your branding, terms, and pricing structure
Includes FluidPay payment link in proposal
Tracks opens, views, and acceptance rate
Queues a day-3 follow-up draft if unopened or unsigned

Tool Chain

You: "Proposal for [client], $[amount], [service]" → EpicClaw pulls client context → Generates branded proposal → You approve → Sent via email → Tracked → Follow-up at day 3

👤 What You Handle

Send a one-line brief: "Proposal for Acme, $8k redesign"
Approve or edit before sending
Handle scope negotiations and custom terms

Expected Outcome

Proposal drafts that used to take a day can be ready in under an hour. Day-3 follow-up drafts keep cold prospects visible without unapproved sends.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
📱

Social Media Management

Perfect for: Restaurants, salons, boutiques, fitness studios, coaches

Pro

Your agent creates, schedules, and monitors social content across your channels — from FAQ-based posts to image captions and hashtag strategy. Weekly engagement reports tell you what's working. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI creates · Human reviews & posts
Pro Includes 3 posts/week + engagement monitoring — content that actually fits your business
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I know I should post more but I never have time to write content"
  • "My social media is inconsistent — nothing planned, just random posts"
  • "I spend hours on Instagram and have no idea if it's actually working"

🤖 What AI Handles

Generates posts from your FAQ and customer questions
Creates image captions and hashtag strategy
Schedules posts across your channels
Monitors mentions and reviews
Drafts responses to reviews and comments
Weekly engagement report

Tool Chain

Customer FAQ data → Content generation → Image captioning → Scheduling → Engagement monitoring → Weekly report

👤 What You Handle

Approve posts before publishing
Respond to sensitive or emotional comments
Review engagement report weekly

Expected Outcome

Consistent, on-brand social content every week. No more blank-page syndrome. EpicClaw pulls from what your customers actually ask about.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
📅

Appointment Optimization

Perfect for: Salons, dental offices, clinics, tutors, personal trainers, consultants

Pro

Your agent books appointments via chat, sends confirmations and reminders, flags likely no-shows from your booking history, suggests approved waitlist offers, and asks before any overbooking decision. Maximize every hour without giving the agent permission to change your capacity on its own. Included in Pro ($49/mo) and Business ($99/mo) plans.

AI manages · Human decides
Pro Includes auto-reminders + approved waitlist offers — fuller calendars without surprise overbooking
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I spend half my day texting clients to confirm appointments"
  • "No-shows are killing my revenue — I can't predict who will show up"
  • "Last-minute cancellations leave me with empty slots I could have filled"

🤖 What AI Handles

Books appointments from chat (WhatsApp, Telegram)
Sends confirmation + 24h reminder automatically
Flags likely no-shows from your booking history
Recommends overbooking only for human approval
Sends approved waitlist offers for cancellations
Tracks no-show rate per week

Tool Chain

Calendar API → Booking logic → Auto-confirmations → No-show flags → Approved waitlist offers → Analytics

👤 What You Handle

Set your availability once
Handle VIP or complex scheduling
Approve overbooking suggestions

Expected Outcome

Fewer no-shows, fuller calendars, and less time spent on confirmation texts. EpicClaw queues waitlist offers using rules you approved.

Included in Pro ($49/mo) & Business ($99/mo) Start Free (14 Days) — No Credit Card →
🔍

Business Intelligence & Reporting

Perfect for: Freelance developers, multi-location operators, agencies, consultants, and service teams with complex data

Business

Your agent runs weekly market scans, tracks competitor pricing and positioning changes, summarizes trends, and generates 1-page actionable reports with diff analysis — so you're always operating from current intelligence. Included in Business ($99/mo) plan only.

AI researches · Human decides
Business Includes weekly market scans + trend reports — know before your competitors do
Start Free (14 Days) — No Credit Card →

Common Frustrations This Solves

  • "I make pricing decisions without knowing what competitors charge"
  • "Market research takes days and I never have time to do it"
  • "I have no structured way to track whether my positioning is working"

🤖 What AI Handles

Runs weekly market scans across your category
Tracks competitor pricing and positioning changes
Summarizes trends and flags anomalies
Generates 1-page actionable weekly report
Tracks your position vs. competitors over time
Alerts when competitor makes a major move

Tool Chain

web_search → web_fetch → diff analysis → trend summarization → weekly report → alert on anomalies

👤 What You Handle

Read weekly report (5 min)
Make strategic decisions
Approve pricing or positioning changes

Expected Outcome

Weekly intelligence report. Know what competitors are doing before they do it. Make data-backed decisions in minutes, not days.

Included in Business ($99/mo) only Start Free (14 Days) — No Credit Card →

Works with the tools you already use

💬 WhatsApp
✈️ Telegram
📧 Gmail / Email
📅 Google Cal
📊 Google Sheets
💳 FluidPay
📝 Notion
🔗 Zapier

What Clients Get — Measurably

Every template is designed to produce specific, verifiable outcomes.

Customer Service
<5 min
avg. first response time, 24/7
Proposals
<60 sec
from brief to ready-to-send
Invoice Collection
5/14/30d
scheduled reminder queue, no awkward rewriting
Daily Briefing
8am ET
delivered to Telegram + email, every day
Lead Follow-Up
Day 3 + 7
personalized drafts, queued on time
Setup Time
1 day
from signup to fully operational agent

Frequently Asked Questions

Quick answers before you sign up.

How is this different from hiring a virtual assistant? +

EpicClaw costs less than a part-time VA and never takes a sick day. It works around the clock across Telegram, WhatsApp, and email — responding to clients instantly at 11pm, not the next morning. A VA costs $1,000–$3,000/mo; EpicClaw starts at $9/mo. And it doesn't forget: every client interaction is remembered and used in the next action.

Does EpicClaw work for my type of business? +

EpicClaw works for any solopreneur or small agency (1–5 people) whose work involves client communication, proposals, invoicing, or scheduling. We have templates for restaurants, salons, dental practices, freelance consultants, and agencies. If you're unsure, try the free 14-day trial — it takes less than 10 minutes to set up and you can cancel before day 14 with no charge.

How long does it take to set up? +

Most clients are up and running within 1 business day. You fill out a short onboarding form (about 10 minutes), we configure your agent, and it starts operating on your behalf. The onboarding covers your business info, FAQ, pricing, and channel connections (Telegram, WhatsApp, email).

Is my client data secure? +

EpicClaw is built around isolated client workspaces and least-access operations. Payment information never touches our servers — it is processed through FluidPay's vault — and we avoid third-party analytics that sends client data off-server.

Can I cancel anytime? +

Cancel anytime, no questions asked. Your data exports to JSON on request. We make money when you save time — if you cancel, it's because we didn't deliver value. That's on us, not you.

What's included in the 14-day free trial? +

Full access to the templates included in your chosen plan — Starter includes daily briefings and client memory, Pro adds core operational templates, and Business adds competitive intelligence and custom automation support. No credit card required. You get a configured agent from day one. At the end of 14 days, you can convert to a paid plan or cancel with no obligation.

Every service template is fully customizable to your business.

Choose the templates you need. Your agent learns your FAQ, pricing, and tone. Then it runs on schedule — while you focus on what only you can do.

Start Free (14 Days) — No Credit Card →
Plan: All Templates · 10 templates available
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