AGENT / SOFIA

Agent skills

Install the capabilities each business needs.

ES
MODULAR SETUP

Turn every call into action.

Combine knowledge, rules and integrations to complete requests during a conversation.

ListenUnderstandAct

Industry templates

A starting point you can customize.

🍽️

Restaurants

Take orders, confirm addresses, calculate totals and submit orders.

View menuTake orderConfirm delivery

Coffee shops

Handle advance orders, availability and pickup times.

View productsPickup orderLoyalty

Medical offices

Book, confirm and reschedule appointments.

Check calendarBook appointmentReminders

Real estate

Qualify prospects and schedule property tours.

Qualify leadFind propertySchedule tour

Roofing

Collect damage and insurance details and book inspections.

Qualify projectCapture addressBook inspection

Construction

Capture project scope, budget and expected start date.

Discover projectEstimateSite visit

General skills

Actions available to every agent.

Transfer to a personCall
Ready
Send confirmation SMSMessage
Ready
Check calendarIntegration
Set up
Save to CRMIntegration
Set up
Secure phone paymentPayment
Set up
Create summary and follow-upAutomation
Ready