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.

Listen→Understand→Act

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