Built for the way your industry actually works.
Sophia is the AI operator running five capability layers across your business — front office, lead generation, DevOps automation, operations intelligence, and client communication. Each of the 14 industry templates encodes real call patterns, real escalation rules, and real compliance constraints for that trade. Pick yours, answer 15 minutes of questions, go live in 48 hours.
Sophia for HVAC
Start with Sophia for HVAC →Emergency-aware AI that triages no-heat and no-AC calls instantly.
HVAC is one of the highest-stakes voice industries — a no-heat call in January is an emergency, a quote request for a new system is a $6k–$15k lead. Generic AI fumbles both. Our HVAC template knows the difference.
Common call patterns
- No heat / no cool emergency triage
- System replacement quote requests
- Tune-up scheduling
- Brand-specific service questions
- Carbon monoxide & gas leak protocols (route to fire/gas company)
Unique to HVAC
- NATE / Trane / Carrier brand awareness
- Diagnostic fee policy with same-day waiver
- After-hours emergency dispatch routing
- Membership program upsell
Sophia for Plumbing
Start with Sophia for Plumbing →Walks panicked callers through main shut-off while dispatching the tech.
Plumbing emergencies happen mid-flood. Calmness on the phone matters. Our plumbing template scripts the AI to first ask about the shut-off valve, then capture the address, then dispatch — all under 90 seconds.
Common call patterns
- Burst pipe / active leak triage
- Water heater replacement quotes
- Drain clearing
- Gas smell protocol (immediate evacuation)
- Sewer backup with restoration referral
Unique to Plumbing
- Shut-off valve coaching
- Master plumber license display on every call summary
- Tank vs tankless water heater pricing
- Hydro-jet vs snake decision tree
Sophia for Auto Repair
Start with Sophia for Auto Repair →Captures year/make/model + symptom in 30 seconds. Schedules drop-off or shuttle.
Auto repair callers are stressed (broken-down car) and confused (no idea what's wrong). The AI mirrors a great service writer — calm, captures the basics, doesn't overcommit on price.
Common call patterns
- Won't start / stranded triage with tow partner referral
- Check engine light
- Oil change & maintenance scheduling
- Estimate requests (declines to price-quote without diagnosis)
- Extended warranty claim handling
Unique to Auto Repair
- Loaner car / shuttle awareness
- Drop-off vs scheduled appointment routing
- After-hours key drop-off process
- ASE certification display
Sophia for Roofing
Start with Sophia for Roofing →Anti-storm-chaser positioning. Free inspection booking. Insurance claim coordination.
Roofing has a trust problem — every storm brings out fly-by-night operators. The AI leads with license number and years in business, offers free photo-report inspections, and coordinates directly with insurance adjusters.
Common call patterns
- Active leak emergency tarp dispatch
- Free inspection booking with photo report
- Insurance adjuster coordination
- Full replacement estimates
- Post-storm response
Unique to Roofing
- License number on every interaction
- Insurance carrier direct relationships
- Storm-chaser objection handling
- Financing partner integration
Sophia for Handyman
Start with Sophia for Handyman →Honest about what's in scope (and what's not). Refers permitted work.
Handyman work has clear boundaries — drywall, painting, mounting, small repairs are in scope; gas lines, structural, asbestos are not. The AI is honest about it and refers licensed pros for excluded work.
Common call patterns
- Punch-list intake (multiple small tasks)
- Hourly rate quotes with minimum hours
- Honey-do list scheduling
- Honest decline of out-of-scope work
- Senior aging-in-place mods
Unique to Handyman
- Per-task category triage
- Licensed-pro referral network
- Minimum-hours policy enforcement
- Material vs labor billing clarity
Sophia for Salons & Barbershops
Start with Sophia for Salons & Barbershops →Books with the right stylist tier. Coaches first-time clients on prep.
Salons have stylist-specific availability, service-specific durations, and first-visit consultation rules. The AI matches caller intent to stylist tier (junior / senior / master), respects prep policies (color requires day-old hair), and doesn't overpromise.
Common call patterns
- Cut & color booking by stylist preference
- First-visit consultation routing
- Walk-in policy enforcement
- Cancellation policy with grace period
- Wedding party / event inquiries
Unique to Salons & Barbershops
- Stylist directory (book with Sarah specifically)
- Color service prep instructions
- Patch-test policy auto-quoted
- Membership / loyalty program awareness
Sophia for Med Spas
Start with Sophia for Med Spas →Premium concierge tone. Medical compliance baked in. Provider-credentialed.
Med spas are regulated — the AI cannot make medical claims, recommend doses, or comment on symptoms. Our template auto-applies the medical disclaimer block and routes any symptom report to the medical director.
Common call patterns
- Botox / filler pricing inquiries (per-unit only, no commitment)
- First-time consultation booking (mandatory)
- Membership / package pricing
- Aftercare policy
- Complication escalation to medical director
Unique to Med Spas
- Provider credentials displayed (NP / RN / MD)
- Good-faith exam compliance
- HSA / FSA payment awareness
- Brand-specific membership programs (Allergan Brilliant Distinctions, etc.)
Sophia for Restaurants & Food Service
Start with Sophia for Restaurants & Food Service →Reservations, dietary needs, allergens — handled with the warmth of front-of-house.
Restaurant calls span reservations, dietary questions, allergen safety, large-party events, takeout, catering — the AI navigates all of them with hospitality. Allergen handling is safety-critical and quoted verbatim from your policy.
Common call patterns
- Reservation booking with dietary notes
- Menu & allergen questions (quoted verbatim)
- Private event / catering inquiries
- Takeout & delivery coordination
- Lost & found
Unique to Restaurants & Food Service
- Allergen handling policy exact-recall (zero hallucination)
- OpenTable / Resy / Tock integration
- Large-party threshold routing to manager
- Happy hour & seasonal menu awareness
Sophia for Legal Intake
Start with Sophia for Legal Intake →Professional intake without ever giving legal advice. Conflict checks. Court-deadline triage.
Law firm AI must NEVER give legal advice. Our legal template hard-codes that limit, runs conflict checks, captures the matter type and any deadlines, and routes imminent court dates immediately to the on-call partner.
Common call patterns
- New case intake by practice area
- Imminent court date / served-papers escalation
- Existing case status (referred to paralegal)
- Conflict-check intake
- Billing questions
Unique to Legal Intake
- Hard-coded 'no legal advice' guardrail
- Practice-area routing
- Court deadline triage
- Conflict check before booking
- Engagement letter required before any specifics
Sophia for Tax & Insurance
Start with Sophia for Tax & Insurance →Fiduciary-aware AI that never gives investment or tax advice. Audit-priority routing.
Tax and insurance offices need an AI that captures intake, schedules appointments, and explains process — but never gives advice. Audit notices and IRS letters route to senior staff regardless of time of day.
Common call patterns
- Tax appointment scheduling by complexity
- IRS letter / audit escalation
- Insurance quote requests
- Claim filing routing
- Renewal reminder responses
Unique to Tax & Insurance
- Hard-coded 'no investment advice' guardrail
- Circular 230 disclaimer (when applicable)
- Audit-priority routing
- Carrier-specific intake forms
- Quarterly estimate reminders
Sophia for Photography
Start with Sophia for Photography →Session-aware booker that captures shoot type, headcount, and date without making it feel like an interview.
Photographers field calls about portrait sessions, weddings, brand shoots, newborns, and minis — each with different package tiers, retainers, and turnaround windows. The AI mirrors a great studio assistant: warm with the nervous bride, sharp with the brand client, and never apologizes for the deposit policy.
Common call patterns
- Portrait / family session booking
- Wedding inquiry → quote with venue + hours captured
- Mini-session date holds
- Branding / headshot package selection
- Gallery delivery + turnaround questions
Unique to Photography
- Package-based pricing (not hourly) with retainer-to-hold
- Session-type routing (portrait / wedding / brand / newborn / event / real estate)
- Turnaround expectations quoted upfront (2–4w portraits, 6–12w weddings)
- Image-rights + raw-files objection handling without sounding defensive
- Model-release questions auto-route to the owner
Sophia for Dental
Start with Sophia for Dental →Distinguishes a chipped tooth from a swollen abscess and books the right window.
Dental front desks juggle emergencies, recalls, new-patient paperwork, and insurance pre-verification all on the same line. Our template triages the urgent (active pain, swelling, trauma) into same-day slots while routing routine cleanings to the next open hygiene appointment — and asks for insurance carrier + member ID upfront so verification can start before the patient walks in.
Common call patterns
- Emergency triage (pain, trauma, swelling) with same-day routing
- New-patient establishment + paperwork mailout
- Recall / 6-month cleaning scheduling
- Insurance pre-verification capture (carrier, member ID, group)
- Treatment-plan follow-up + financing question handling
Unique to Dental
- Pain-scale and time-sensitivity scoring
- HIPAA-compliant intake (no PHI in the call summary)
- Carrier-specific verification workflows (Delta, MetLife, Cigna, Aetna)
- Hygiene vs. doctor scheduling logic
- Care-credit financing questions answered without a hard sell
Sophia for Real Estate
Start with Sophia for Real Estate →Qualifies serious buyers from tire-kickers and routes after-hours showing requests instantly.
Agents are drowning in lead calls — and most of them are tire-kickers. Our template captures price range, financing status, timeline, and current housing situation in a way that feels like a friendly conversation, then escalates only the qualified buyers and listing requests to the agent. After-hours showing requests get a guaranteed reply window so leads don't go cold overnight.
Common call patterns
- Listing-specific buyer inquiry (price, timeline, financing)
- Showing request + after-hours routing
- Listing-side seller intake (motivation, timeline, comps)
- Open-house RSVP capture
- Referral capture from past-client networks
Unique to Real Estate
- Pre-qual question flow (price band, mortgage status, current housing) without sounding like an interrogation
- Listing-aware responses (Sophia knows your active listings, doesn't bluff on ones she doesn't)
- Brokerage compliance phrasing — never quotes a price not on the MLS
- After-hours guaranteed-reply-by-9am routing
- Past-client retargeting hooks for repeat business
Sophia for Veterinary
Start with Sophia for Veterinary →Sorts panic from real emergencies. Routes ingestion, trauma, and respiratory distress to the right path.
Vet front desks handle the full spectrum — wellness visits, vaccine recalls, emergencies, and end-of-life conversations — often within the same hour. Our template uses pet-species + symptom-keyword matching to distinguish 'ate chocolate' panic (most chocolate exposures are non-toxic) from genuine ingestion emergencies, and routes after-hours calls to the partner ER with the address + phone read out loud.
Common call patterns
- Ingestion / poisoning triage (chocolate, grapes, lilies, antifreeze, OTC meds)
- Trauma + respiratory distress (route to ER if after-hours)
- Wellness + vaccine appointment booking
- End-of-life care conversation routing
- Boarding + grooming inquiries
Unique to Veterinary
- Species-aware symptom triage (dog vs. cat vs. exotic)
- Pet Poison Helpline number quoted when appropriate
- After-hours ER partner reroute (address + phone spoken)
- End-of-life conversations routed exclusively to senior staff
- Vaccine-record retrieval workflow (rabies, distemper, FVRCP)
Don't see your industry?
We add new industry templates regularly. Most local service businesses are a fit even if we haven't named them. Book a 15-minute call and we'll confirm scope before you commit.