Industry Templates

Available templates

Template	Best for	Steps
Salon	Hair salons, barbershops, nail studios, spas	6
Trades	Plumbers, electricians, HVAC, locksmiths, repair services	11
Generic	Consulting, coaching, photography, tutoring, any service business	6

Pick the template that most closely matches your business. You can change it at any time in Settings → Agent → Industry Template — existing conversations are not affected; only new conversations use the updated template.

Salon template

Designed for businesses where the customer comes to you (on-site appointments). Supports service menus with durations and prices, and optional staff preference.

Step	What happens
1. Greeting	AI greets the customer, discloses it's an AI assistant, and asks what they need. Creates a lead record.
2. Service selection	Presents the service menu (from your configured services) as interactive buttons. Customer picks a service.
3. Staff preference	If staff selection is enabled, asks if the customer has a preferred stylist/technician. Optional — skipped if disabled.
4. Contact collection	Asks for the customer's name and email. Saves the info to the lead record.
5. Slot presentation	Checks Cal.com for available slots and presents them as tappable time buttons.
6. Confirm and book	Summarises the booking details, asks for confirmation, and creates the booking once confirmed.

Data collected: service name, staff preference (optional), customer name, email, selected time slot.

Trades template

Designed for field service businesses where the technician travels to the customer. Includes problem diagnosis, urgency assessment, and address collection.

Step	What happens
1. Greeting	AI greets and asks what they need help with. Creates a lead record.
2. Clarify service	Asks a diagnostic follow-up question based on the problem type (plumbing, electrical, HVAC, locks, etc.).
3. Urgency triage	Asks if the issue is urgent (water leak, lockout, gas smell). Flags urgent requests as priority.
4. Collect address	Asks for the customer's address (required for field service). Checks if it's within the service radius.
5. Photo request	Asks the customer to send a photo of the problem (optional, helps the technician prepare).
6. Access notes	Asks about access instructions (gate codes, floor number, parking).
7. Contact collection	Asks for name, email, and phone number.
8. Slot presentation	Checks available slots and presents options.
9. Confirm booking	Summarises all details (service, address, time) and asks for confirmation.
10. Book	Creates the booking with all collected metadata (address, urgency, problem description, access notes).
11. Post-booking	Confirms the booking, provides next steps, and offers to help with anything else.

Data collected: problem description, urgency level, address, access notes, customer name, email, phone, selected time slot.

Generic template

A simplified flow that works for any appointment-based business. No industry-specific steps — just the essentials.

Step	What happens
1. Greeting	AI greets the customer and asks what service they need. Creates a lead record.
2. Service selection	Clarifies the service if the request was vague. Presents available options.
3. Contact collection	Asks for name and email. Saves to the lead record.
4. Slot presentation	Checks Cal.com availability and presents time slots.
5. Confirm booking	Summarises the booking and asks for confirmation.
6. Book	Creates the booking and confirms with the customer.

Data collected: service name, customer name, email, selected time slot.

Template configuration

Each template can be customised through your business profile settings:

Service catalog — the list of services, durations, and prices shown to customers
Staff roster (salon only) — team members customers can choose from
Service radius (trades only) — maximum distance in km for field service
Urgency triage (trades only) — enable/disable urgency assessment
Default appointment duration — used when a service doesn't specify its own duration