Eight industry templates for the front desk, each a set of rules you can read: what it answers, what it books, and what it always hands to a person. Pick one, test it against your real questions, and go live draft-first.
A template is a starting workflow, not a chatbot prompt. Every rule is visible, every run leaves a trace, and no customer conversation is ever sent to a model.
Hours, prices, booking, and the things that always go to a person. Plain conditions and plain replies. Edit anything.
Type what customers actually ask. The trace shows which rule matched, and which did not, so you can see why it said what it said.
Sixteen fixed hostile probes plus up to twelve generated from your own FAQ. A critical failure blocks go-live.
Replies queue for approval until you decide the channel is ready. Every conversation is scored in production, not sampled.
Each template already knows what is safe to answer and what is not. The template id is what the signup carries, so you land with the right rules loaded.
Front desk template
Answers hours, whether you are taking new patients, insurance and the cost of a check-up. Pain, swelling, anything clinical and anything about a bill go straight to the practice.
Replaces: The front-desk phone tag, the answering service, the new-patient enquiry that got voicemail at 6pm.
Front desk template
Handles bookings, hours, menu, takeaway and parking. Allergies, anyone who felt unwell and any complaint go to the kitchen or the manager, not to a rule.
Replaces: The host answering the phone mid-rush, the reservation that went to voicemail, the no-show that was never confirmed.
Front desk template
For plumbers, electricians, HVAC and similar. Covers emergencies, call-out charge, areas covered, licensing and quotes. Gas, water and electrical danger is pushed to a person immediately.
Replaces: The call missed from under a sink, the quote request that waited until evening, the dispatcher you cannot hire.
Front desk template
Bookings, prices, hours, the cancellation policy and gift cards. Reactions, burns and anything about a treatment on medication or in pregnancy go to a person.
Replaces: The phone ringing while your hands are busy, the after-hours booking that went elsewhere.
Front desk template
Diagnostic fee, turnaround, courtesy cars, inspections and booking. Anything unsafe to drive, and any dispute over a bill or a warranty, goes to the workshop.
Replaces: The service writer on the phone instead of the bay, the status call that interrupts the job.
Front desk template
Practice areas, consultations, fees and what to bring. Every question that is actually asking for legal advice, and anything with a deadline, goes to a lawyer.
Replaces: Intake calls answered by whoever is free, the consultation request that waited a weekend.
Front desk template
Hours, stock, returns, delivery and click-and-collect, payment. Faulty goods, refunds, age-restricted items and anything about a card charge go to the owner.
Replaces: The counter phone nobody can reach, the same five questions answered fifty times a day.
Front desk template
Membership, day passes, classes, hours and trials. Injuries, health conditions and anything about cancelling or being charged go to a person.
Replaces: The trial enquiry that came in after close, the front desk answering the phone instead of the member in front of them.
Every template is built from the same rule engine. Clinics, hotels, real estate, accountants and more start blank today; more templates are added as they are proven. Or tell us your trade and we will point you at the closest one.
Templates cover the front desk. The back office, client portal, growth and private AI workflows start from your own connections and data rather than a template: connect QuickBooks, import your contacts, choose your follow-up moments.
Build it, test it, run the battery. Pay when you want it live on a channel. See pricing →