Set up for the way your business takes calls
Pick your industry when you sign up and the assistant starts with a sensible profile, FAQ outline, greeting, hand-off rules and suggested integrations. You fill in the blanks it marks, like your hours and fees.
Property management
Residents with a leak, prospects asking about a showing, owners asking about statements: one number, three very different calls. The assistant sorts them, handles what it can and gets the rest to the right person.
For fire, gas or danger to life it tells the caller to call 911 first. Flooding, no heat, no water or a lock-out is logged as an emergency and goes to your on-call line.
- Buildium
- AppFolio
- DoorLoop
- Rentvine
- Rent Manager
- Propertyware
- Recognises residents by the number they call from (where your software allows it)
- Logs maintenance requests and work orders in Buildium, DoorLoop, Rent Manager or Propertyware
- Creates AppFolio work orders through your Stack connection, a webhook or an intake email
- With Rentvine, recognises residents and takes a detailed maintenance message for your team
- Tells residents the status of their own open requests
- Answers rent, late-fee, application and move-out questions from your policies
- Books showings and emails the application form you allow
- Verifies a resident before discussing their account
Home services: HVAC, plumbing, electrical
Books service calls with the address, the problem and when it started, quotes the diagnostic fee and the price ranges you list, and gives basic safety steps: leave the house and call the gas company for a gas smell, switch off the breaker if something is sparking, shut the main valve for a big leak. Jobs and booking requests go to Housecall Pro, ServiceTitan or Jobber, and dispatch can text customers the technician's arrival window.
- Service calls and estimate visits
- Emergency triage, day or night
- Quotes from your own price list, never made up
- Housecall Pro, ServiceTitan, Jobber
Dental and medical clinics
Books, reschedules and cancels appointments, explains what to bring and which insurance you accept, and offers same-day emergency slots for severe pain or a knocked-out tooth. It never gives medical advice and never confirms to a third party whether someone is a patient. A strict privacy mode keeps patient details out of emails, texts and phone alerts.
- New-patient visits, cleanings, emergencies
- Open Dental: real open times, bookings and insurance on file
- Reminders patients answer with one letter
- Strict health-privacy mode
Law offices
Takes intake for new matters, schedules consultations and takes messages for clients' attorneys. It gives no legal advice. With Clio it recognises callers as contacts, tells existing clients who is handling their matter, and leaves notes.
- New-matter intake
- Consultation booking
- Clio contacts and notes
- No legal advice, ever
Salons and spas
Books by service and stylist, answers price and cancellation-policy questions and handles gift-card questions. Bookings go straight into Square Appointments or Mindbody, or your Google Calendar.
- Bookings by service and stylist
- Square Appointments, Mindbody, Google Calendar
- Cancellations refilled from the waitlist
All 421 starting points
Each one is a starting configuration you can change. Don't see yours? Start from the general template.
Property management & housing (11)
- Affordable housing
- Commercial property manager
- Coworking space
- HOA & community association manager
- Manufactured home community
- Property management
- Residential property manager
- Self storage
- Self-storage facility
- Senior apartments (55+)
- Student housing
Home services (36)
- Appliance & water heater installer
- Appliance repair
- Carpet & upholstery cleaning
- Chimney sweep
- Deck & patio builder
- Electrician
- Fence company
- Fireplace & hearth store
- Flooring company
- Foundation & waterproofing
- Garage door company
- Generator installer
- Gutter company
- Handyman service
- Heating & air conditioning (HVAC)
- Home inspector
- Home security & smart home
- Home services (HVAC, plumbing, electrical)
- Home theater & AV installer
- Insulation & energy efficiency
- Interior designer
- Junk removal
- Locksmith
- Mold remediation
- Painter
- Plumber
- Pool & hot tub service
- Pressure washing
- Propane & heating oil delivery
- Radon testing & mitigation
- Roofer
- Septic service
- Solar installer
- Water treatment & softeners
- Window cleaning
- Windows & doors
Dental & orthodontics (10)
- Cosmetic dentist
- Dental / medical clinic
- Dental implant center
- Denture clinic
- Endodontist
- Family dentist
- Oral surgeon
- Orthodontist
- Pediatric dentist
- Periodontist
Law firms (27)
- Bail bonds
- Bankruptcy law firm
- Business law firm
- Civil litigation firm
- Criminal defense firm
- DUI / DWI defense firm
- Elder law firm
- Employment law firm
- Estate planning & probate firm
- Family law firm
- General practice law firm
- Immigration law firm
- Intellectual property firm
- Landlord-tenant law firm
- Law office
- Mass tort & class action firm
- Mediation services
- Medical malpractice firm
- Notary & document services
- Personal injury law firm
- Private investigator
- Process server & court services
- Real estate law firm
- Social Security disability firm
- Tax law firm
- Traffic ticket attorney
- Workers' compensation firm
Real estate (11)
- Apartment leasing office
- Buyer's agent
- Commercial real estate
- Home buyer / investor
- Land & ranch sales
- Listing agent
- New home builder sales
- Real estate appraiser
- Real estate brokerage
- Real estate team / brokerage
- Title & escrow company
Beauty & personal care (14)
- Barbershop
- Braiding & natural hair salon
- Day spa
- Esthetician & skin care
- Hair salon
- Laser hair removal
- Lash & brow studio
- Makeup artist & bridal beauty
- Nail salon
- Salon / spa
- Tanning salon
- Tattoo & piercing studio
- Waxing studio
- Wig & hair replacement
Auto service & repair (17)
- Auto electrical & performance
- Auto glass
- Auto repair shop
- Boat & marine service
- Brake & muffler shop
- Car & truck rental
- Collision & auto body shop
- Diesel & fleet repair
- Driving school
- EV service & charging
- Emissions & state inspection
- Motorcycle repair shop
- Quick lube & oil change
- RV repair & service
- Tire shop
- Towing & roadside assistance
- Transmission shop
Personal & local services (13)
- Estate sale company
- Framing & art services
- General small business
- Matchmaking service
- Nanny & babysitting agency
- Passport photos & ID services
- Personal concierge & errands
- Safety & CPR training
- Senior move & care management
- Shoe & leather repair
- Spiritual & intuitive services
- Tailor & alterations
- Watch & clock repair
Financial & insurance (17)
- Accounting / tax preparer
- Bookkeeping & payroll service
- Business lending & equipment finance
- CPA firm
- Check cashing & money services
- Credit counseling & debt relief
- Credit union / community bank
- Financial advisor
- HR & payroll (PEO)
- Health & Medicare insurance agent
- Independent insurance agency
- Insurance agency
- Life insurance agent
- Mortgage broker / lender
- Mortgage broker / loan officer
- Pawn shop & gold buyer
- Tax preparation office
Pets & animals (11)
- Animal rescue & shelter
- Dog trainer
- Emergency animal hospital
- Large-animal vet & farrier
- Mobile vet
- Pet boarding & kennel
- Pet grooming
- Pet sitting & dog walking
- Pet store
- Veterinary clinic
- Veterinary clinic
Food & drink (15)
- Bakery
- Banquet hall
- Bar, brewery & winery
- Cafe & coffee shop
- Catering company
- Deli, butcher & specialty market
- Fast casual restaurant
- Fine dining restaurant
- Food truck
- Grocery & convenience store
- Ice cream & dessert shop
- Meal prep & personal chef
- Pizzeria
- Restaurant
- Takeout & delivery restaurant
Fitness & sports (15)
- Bowling alley & skating rink
- Climbing gym
- CrossFit / functional fitness gym
- Dance studio
- Equestrian center
- Golf course & club
- Gym / fitness studio
- Indoor cycling & boutique fitness
- Marina
- Martial arts school
- Personal training studio
- Pilates studio
- Sports training academy
- Swim school
- Tennis & pickleball club
Hotels, rentals & travel (14)
- Boat & fishing charter
- Boutique inn / B&B
- Campground & RV park
- Corporate & furnished housing
- Hostel
- Hotel
- Hotel / vacation rental
- Motel
- Resort
- Retreat center & lodge
- Tour & activity operator
- Travel agency
- Vacation rental host
- Vacation rental management company
Construction & remodeling (19)
- Architect
- Cabinet maker
- Commercial contractor
- Concrete contractor
- Contractor (roofing, remodeling, construction)
- Countertop fabricator
- Custom home builder
- Drywall & plaster
- Elevator & lift service
- Engineering firm
- Excavation & site work
- Kitchen & bath remodeler
- Masonry & stonework
- Paving & asphalt
- Pool builder
- Siding contractor
- Sign company
- Water & fire damage restoration
- Welding & fabrication
Lawn, garden & outdoor (11)
- Artificial turf installer
- Farm & orchard
- Garden center & nursery
- Hardscaping & landscape design
- Holiday lighting installer
- Irrigation & sprinklers
- Landscaping / lawn care
- Lawn care & mowing
- Mosquito & tick control
- Snow removal
- Tree service & arborist
Pest & wildlife (5)
- Bed bug treatment
- Bee & wasp removal
- Pest control
- Termite control
- Wildlife removal
Cleaning & restoration (9)
- Air duct & dryer vent cleaning
- Biohazard & trauma cleanup
- Car wash & detailing
- Cleaning services
- Commercial & janitorial cleaning
- House cleaning
- Laundromat & dry cleaner
- Post-construction cleaning
- Vacation rental turnover cleaning
IT, phones & electronics (10)
- Computer repair shop
- Cybersecurity firm
- Data recovery service
- Electronics store
- IT services / MSP
- Low-voltage & cabling contractor
- Managed IT service provider (MSP)
- Phone & tablet repair
- Software & SaaS company
- Telecom & business phone provider
Moving, storage & transport (13)
- Auto transport
- Charter bus & shuttle
- Dumpster rental
- Flight school & aviation services
- Local moving company
- Long-distance mover
- Moving company
- Non-emergency medical transport
- Portable storage containers
- Shipping & mailbox store
- Specialty movers
- Taxi & car service
- Trucking company
Medical practices (33)
- Allergy & asthma clinic
- Assisted living & senior community
- Cardiology practice
- Chiropractor
- Dermatologist
- ENT (ear, nose & throat)
- Family medicine / primary care
- Fertility clinic
- Gastroenterology
- Hearing aid center & audiology
- Home health & home care agency
- IV therapy & hydration
- Independent pharmacy
- Lab & imaging center
- Medical equipment supplier
- Medical spa
- Neurology
- OB/GYN
- Ophthalmologist
- Optometrist & eyewear
- Orthopedic practice
- Pain management
- Pediatrician
- Physical therapy / chiropractic
- Plastic surgeon
- Podiatrist
- Sleep clinic
- Specialty clinic
- Speech & occupational therapy
- Telehealth practice
- Urgent care clinic
- Urology
- Weight-loss clinic
Education & childcare (13)
- After-school program
- Art studio & classes
- CDL & trade training school
- Childcare / preschool
- College & trade school
- Daycare & preschool
- Language school
- Museum, library & cultural center
- Music school & lessons
- Private school
- Special-needs & ABA therapy center
- Summer & day camp
- Tutoring center
Auto, RV & powersports dealers (17)
- Boat dealer
- Buy-here-pay-here dealer
- Car dealership
- Commercial truck & van dealer
- Dealer BDC / internet sales
- Dealership collision center
- Dealership parts department
- Dealership service department
- EV dealer
- Equipment & tractor dealer
- Golf cart & LSV dealer
- Luxury & exotic dealer
- Motorcycle & powersports dealer
- New car dealership (franchise)
- RV dealer
- Trailer dealer
- Used car dealer
Retail & shops (21)
- Appliance store
- Bike shop
- Bridal shop
- Cannabis dispensary
- Clothing boutique
- E-commerce brand
- Firearms dealer & range
- Florist
- Furniture & mattress store
- Hardware & home improvement store
- Health & supplement store
- Home decor & gift shop
- Jewelry store
- Music store
- Online store / retail
- Optical shop
- Smoke & vape shop
- Sporting goods & outdoor store
- Thrift & consignment store
- Toy, game & hobby shop
- Wine & liquor store
Nonprofit, faith & community (11)
- Campaign & advocacy office
- Cemetery & memorial
- Charity & foundation
- Church
- Club & membership association
- Community center & recreation
- Food bank & community services
- Funeral home
- Nonprofit / place of worship
- Synagogue, mosque or temple
- Union local
Therapy, wellness & mental health (10)
- Acupuncture & Eastern medicine
- Addiction treatment center
- Dietitian & nutritionist
- Doula & midwife
- Float, sauna & recovery studio
- Life & business coach
- Massage therapy
- Psychiatry practice
- Therapy & counseling practice
- Yoga & meditation studio
Professional & business services (20)
- Call center / answering service
- Consulting firm
- Courier & delivery service
- Environmental services
- Executive recruiter
- Freight & logistics
- Land surveyor
- Landscape architect
- Manufacturer & machine shop
- Marketing agency
- Office equipment & copiers
- Photographer
- Print shop
- Security guard company
- Staffing agency
- Translation & interpreting
- Uniforms & workwear
- Video production
- Web design & development
- Wholesale & distribution
Events & entertainment (12)
- Amusement park & attraction
- Conference & meeting venue
- DJ & entertainment
- Escape room & arcade
- Event & wedding planner
- Golf simulator & entertainment lounge
- Kids' party place & entertainment center
- Limo & party bus
- Movie theater
- Party & tent rentals
- Theater & music venue
- Wedding venue
Government, utilities & public services (6)
- Chamber of commerce & visitor center
- City or town office
- Court clerk's office
- Parks & recreation
- School district office
- Utility company