Information Request AI Agent Template
Slow responses to information requests lose leads before a conversation even starts. The Information Request AI Agent engages every inquiry the moment it arrives, collects the context needed to answer it accurately, and routes anything that requires a human to the right person immediately.

About the Information Request AI Agent template
Most inbound questions arrive when no one on the team is available to answer them, and the opportunity is usually gone before anyone follows up the next morning. The Information Request AI Agent meets every inquiry the moment it arrives, collects the context needed to respond accurately, and either answers from your knowledge base or routes the request to the right person with everything already attached. Businesses use it to stay responsive to every potential customer, partner, or media contact at the speed they expect, without building out a live support desk.
Common Use Cases for this Template
Product and service inquiries
Respond to product or service questions the moment they arrive and collect the details your team needs to follow up effectively.
Pre-sales information requests
Engage pre-sales visitors who are weighing their options and give them accurate information before they move on to a competitor.
Partnership and media inquiries
Capture partnership, press, and media inquiry details in a structured conversation and route them to the right internal contact.
General business FAQ handling
Answer the most common questions your business receives instantly, freeing your team for requests that genuinely need a personal response.
What's included in the Information Request AI Agent Template
Inbound information requests engaged instantly so no inquiry waits for a business-hours reply
The context needed to answer each request collected through a short, guided conversation
Questions answered directly from your uploaded knowledge base when the answer is already there
Inquiries that require a human response routed to the right team member by email
Every request and its details logged to a Google Sheet for follow-up and tracking
Frequently asked questions
Who should use this template?
Any business that receives inbound questions it cannot always answer immediately. Service businesses use it for general inquiries, B2B companies use it for pre-sales requests, and organizations of any size use it to make sure no contact form submission or chat message goes unacknowledged.
How does it decide whether to answer or escalate?
The agent answers directly from your knowledge base when the information is already there. When a request falls outside that scope, or when you have set conditions for escalation, it collects any remaining details and emails the inquiry to the right team member with full context.
What content can I use to power the agent's answers?
Upload your product pages, service descriptions, FAQ documents, policy pages, and any other content your team uses to answer common questions. The more relevant context you provide, the more the agent can handle without routing to a person.
Can I customize this template for my specific inquiry types?
Yes. The questions, routing conditions, and escalation paths are all editable. Define the types of inquiries you receive most, set the routing rules for each, and adjust the knowledge base to match the information your audience actually asks about.
How do I use this template?
It is a ready-to-use template. Sign in to theDouble.ai, click Use this template, and it installs onto your Double in a single click. It appears in your workflows immediately, and you can open it there to load your content and configure your routing before going live.
Details
Type
Chatbot AI Agent
Category
Information Request, General Inquiry
Setup time
<3 minutes
Price
Free
How to set up
Use this template
Install this template on a new or any existing AI Double in a single click.
Upload your docs
Add your PDFs, website URLs, and any other context into your Double's knowledge base.
Customize and go live
Edit and set things up as per your requirements in the template workflow, then go live.
Ready to deploy?
Add the Information Request AI Agent and respond to every inquiry before it goes cold.
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