188 pre-built workflows across 14 categories — the DevOps automation layer of Sophia's 5-layer operator stack. Lead capture, booking, reviews, sales, lifecycle nurture, support, ecommerce, rentals, logistics, and more. Native integrations with your CRM, calendar, POS, and accounting tools. MCP-based connectors for everything else. Cron orchestration, webhook delivery, error self-heal — Sophia runs the connective tissue and watches it 24/7.
Native means OAuth, not CSV exports. Connect during onboarding, sync starts immediately.
Deal stage updates from call outcomes. Custom property mapping for industry-specific fields.
Lead, Contact, and Opportunity sync. Webhook-driven with retry on transient failures.
Auto-create estimates and invoices from booked jobs. Customer record sync on close.
Send payment links inside the AI conversation flow. Receipts logged on the lead record.
POS sync for retail + service businesses. Booked appointments push to Square Appointments.
Restaurant POS integration. Reservation requests sync; menu changes pull into the Knowledge Center automatically.
Field service vertical. Sophia books into your dispatch board and reads tech availability live.
Books into real availability — no double-bookings. Reschedules sync both ways.
Microsoft 365 + Outlook.com. Same booking flow as Google. Used heavily by professional services.
For systems we don't have native integrations for, we deploy MCP (Model Context Protocol) connectors — a standardized way for Sophia to talk to any tool with an API.
Custom field service software? Niche industry CRM? Internal tooling? If it has an API, we can connect Sophia to it. Most MCP connectors take 1-2 days to scope and deploy.
Custom MCP examples
Three foundational patterns cover most local service businesses. Pick yours during onboarding; we customize the steps for your specific business.
HVAC · Plumbing · Roofing · Auto · Handyman
Salons · Med Spas · Restaurants
Legal · Tax · Insurance · Accounting
Every Sophia client inherits the entire library at provisioning. Workflow mechanics are universal — what changes per niche is the prompt, the Knowledge Center, and the merge-tag values.
Form, web chat, voice AI, missed call, FB / IG / GBP DMs, manual creates.
Sub-10s alerts, cold-after-4h re-engage, VIP routing, owner override.
Confirmation, T-24h / T-1h reminders, no-show + reschedule recovery, post-appt feedback.
Auto review-request cadence, negative-review escalation, owner-voice draft responses.
Quote sent, 3d / 7d follow-ups, proposal sent, deposit pending, deposit + final paid.
30d lost-lead, 90d win-back, dormant re-engage, annual reminder, birthday + anniversary.
Universal dispatcher, opt-out handler, engagement tracker, A/B branch, audience refresh.
Cross-post FB+IG, GBP posts, comment replies, after-hours DM auto-response.
Booking confirmation, T-24h reminder, review request, marketing send, 24h-window inbound.
Tech dispatch, T-30min en-route, job complete, photo-upload nudge, parts tracking.
Order placed, shipped, delivered, returned / refund — tied to an SMB's storefront.
Universal webhook to JOOLT, contact create / update, inbound message, voice AI complete.
Day-1 / 7 / 13 trial, subscription renewed, payment-failed dunning recovery.
SMS opt-in capture, STOP keyword opt-out, GDPR data request, workflow-failure audit.
Ticket created, escalation routing, SLA breach alert, resolved + post-resolution survey.
Cart abandonment, order placed / shipped / delivered, returns, refunds, restock, loyalty.
Rental inquiry → quote, pickup reminder, active check-in, return reminder, late recovery.
Shipment booked, T-1h out-for-delivery, delivery-failed exception handling.
Three example flows that ship out of the box. Customize per business during onboarding.
Trigger
Missed call
Trigger
New lead captured
Trigger
Closed-won deal
Native integrations on day 1. Custom MCP connectors when you need them. Workflow templates that match how your business actually runs.