Playbooks overview
Per-vertical setup guides: the exact call flows, workflows, social plays, and campaigns for clinics, med spas, restaurants, trades, Shopify stores, support teams, and outreach.
View as MarkdownEvery business gets the same four kinds of play; what differs is which flows matter and what they're worth. Each playbook tells you exactly what to build with the pieces documented elsewhere in these docs:
| Play type | Built from |
|---|---|
| On the phone | The AI receptionist's own call flows — qualify, quote, book, verify, transfer, voicemail — plus batch calls. |
| Workflows | Trigger → steps automations across every door. |
| The social front desk | Instagram & Messenger with door-specific flows. |
| Keep & grow | Retention cadences and campaigns over audiences. |
The numbers behind every playbook
- Small businesses miss 62% of their calls (~$126,000/year on average). 85% of voicemail callers never call back; 62% of unanswered callers ring a competitor next.
- 78% of customers hire the first business that responds. Answering within 5 minutes makes you 21× more likely to qualify the lead — and 88% of contractors are slower than that.
- A missed medical appointment costs ~$200; automated reminders cut no-shows 30–50%.
Every play below is one of these numbers turned into a workflow.
The playbooks
Booked on the call, verified account talk, the no-show-killing cadence, recall batch calls.
Instagram as the storefront, consult qualifier, WhatsApp win-back, birthday reactivation.
The order line, Friday-rush overflow, after-hours reservations, no-show recovery.
Emergency dispatcher, estimate follow-ups, partner-site forms, seasonal campaigns.
Order status from live data, abandoned-checkout recovery, restock pings, win-backs.
Everything becomes a ticket; overflow rescue; batch dialing with an SMS net.
Speed-to-lead end to end, cadence by column, campaigns on a service, audiences as rules.