188 pre-built workflows across 14 categories. Sophia's DevOps layer. Native today with Google Calendar, Stripe, and Slack; CRM, POS, and accounting coming soon; MCP connectors and signed webhooks cover the rest. She runs the connective tissue and watches it 24/7.
Native means OAuth, not CSV exports. Connect during onboarding, sync starts immediately.
Planned: deal-stage updates from call outcomes and custom property mapping for industry-specific fields.
Planned: Lead, Contact, and Opportunity sync, webhook-driven with retry on transient failures.
Planned: auto-create estimates and invoices from booked jobs, with customer-record sync on close.
Send payment links inside the AI conversation flow. Receipts logged on the lead record.
Planned: POS sync for retail + service businesses, with booked appointments pushed to Square Appointments.
Planned: restaurant POS integration, reservation requests sync and menu changes pull into the Knowledge Center.
Planned: field-service vertical. Sophia will book into your dispatch board and read tech availability live.
Books into real availability, no double-bookings. Reschedules sync both ways.
Planned: Microsoft 365 + Outlook.com, using the same booking flow as Google Calendar.
No native integration? We deploy an MCP (Model Context Protocol) connector, a standard way for Sophia to talk to any tool with an API.
Custom field-service, niche CRM, internal tooling, if it has an API, we connect Sophia to it, usually in 1-2 days.
Custom MCP examples
Three patterns cover most local service businesses. Pick yours at onboarding; we customize the steps.
HVAC · Plumbing · Roofing · Auto · Handyman
Salons · Med Spas · Restaurants
Legal · Tax · Insurance · Accounting
Every client inherits the whole library at provisioning. The mechanics are universal, only the prompt, Knowledge Center, and merge-tags change per niche.
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 day one, custom MCP connectors when you need them, templates that match how your business runs.