Templates
What you start from when you set up a client, and which industries have their own template.
What is available today
Every client starts from the industry's own template where one is published, and from our general small-business form otherwise.
Guided intake form
Pro, All-Inclusive and Agency: a form of questions about the business (services, hours, pricing approach, booking rules, FAQs, when to transfer a call, what the receptionist must never do) that becomes the client's knowledge base, plus a few common guardrails.
Question guide
Launch: the same sections as a guide, one free-text answer for each, so you write the knowledge base yourself.
Blank form
DIY: write your own questions and answers.
Industry templates
27 of the industries below have a template of its own. The others use the general form until theirs is published.
HVAC
Emergency triage, service areas, scheduling a technician.
Template publishedPlumbing
Leaks, no hot water and sewer backups, with after-hours triage.
Template publishedGarage door repair
Broken springs and stuck doors: urgent, well-defined, same-day windows.
Template publishedPest control
Next-service questions, rescheduling and retreat requests.
Template publishedWaste, dumpster or portable toilet service
Rental requests, swaps and what can go in the container.
Template publishedMoving company
Estimate requests and which dates still have a crew.
Template publishedSalon
Service menus, stylist availability, rescheduling.
Template publishedDay spa
Treatment menus, therapist availability, bookings and gift cards.
Template publishedMassage and wellness studio
Massage, acupuncture, IV and float: bookings and package questions.
Template publishedFitness studio or gym
Class booking, waitlists and membership questions.
Template publishedPet grooming, boarding or daycare
Grooming appointments, boarding dates and vaccination questions.
Template publishedVeterinary clinic
Appointments, triage, refill requests and prices.
Template publishedAuto repair
Symptoms, drop-off times, estimate requests and "is my car ready".
Template publishedRestaurant
Hours, reservations, takeout, menu and allergen questions.
Template publishedLaw office
Case-type screening, new-matter intake, urgent matters.
Template publishedInsurance agency
Policy and renewal questions, claims, certificates of insurance.
Template publishedRV park or campground
Site availability by rig size and hookups, rates, stay rules.
Template publishedBoutique hotel, motel or inn
Availability, rates and policies without overselling.
Template publishedEquipment or event rental
"Do you have a scissor lift Thursday", quotes and delivery.
Template publishedProperty management (residential)
Maintenance requests, rent balance questions, availability.
Template publishedTrucking and freight
"Where's the truck" and "I'm calling about your load".
Template publishedCourier and last-mile delivery
Pickup quotes, proof of delivery and status.
Template publishedReal estate
Buyer and seller leads, showings, listing questions.
Template publishedPro, All-Inclusive and Agency include every template we publish. DIY and Launch pay $10 per use, once per client. See the programs
Ready to start your AI receptionist business?
Pick a program, set up your first client from a template, and start billing monthly.