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Blueprint library

A strong starting point. Make it your own.

Explore blueprints for intake, booking, payments, follow-up, and more. Keep the design you love and make a few changes, or adapt the questions, content, and workflows around your business.

Every system can use your business knowledge to answer customer questions while they decide.

See what a system can do

Real blueprints you can try right now

  • Shopify productsRunning Shoe Fit AssessmentRecommends from a Shopify catalogue, then sends them to checkout.
  • Campaign pageLead-to-Appointment SystemA full-screen page for ad traffic, with the first question one tap away.
  • Project configuratorSeller Opportunity & Valuation ConciergeThe picture changes as they choose, so they see the project take shape.
  • Listing showcaseOpen House Conversion SystemBig photos of what they’re choosing between, right beside the question.
  • Voice firstResident Maintenance & Emergency ConciergeOpens as a conversation they can talk through, with tapping always available.
  • MembershipsMaintenance Membership PlanStarts a recurring plan in your own Stripe account.

All blueprints

313 blueprints

Explore blueprint
E-commerceShopify products

A Gift for Them

Suggest gifts by recipient and interest, only within the shopper’s budget, with the card message kept beside the order.

IntakeRoutingEmail follow-up

+1 more capabilities

Explore & customize

Abandoned Booking Recovery System

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ServicesCalendar booking

Abandoned Booking Recovery System

Help interested customers finish booking.

IntakeRoutingBooking

+2 more capabilities

Explore & customize

Abandoned Quote Recovery System

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SalesCalendar booking

Abandoned Quote Recovery System

Bring stalled prospects back into a clear next step.

IntakeRoutingBooking

+2 more capabilities

Explore & customize

Accounting Client Intake

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Professional Services

Accounting Client Intake

Accounting firms

IntakeRoutingKnowledge Assistant
Explore & customize

Accounting Client Onboarding System

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AccountingMemberships

Accounting Client Onboarding System

Gather entity details documents deadlines and priorities.

IntakeRoutingBooking

+2 more capabilities

Explore & customize

What do you need help with?

Heating or furnaceAir conditioningPlumbing
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ContractorsCampaign page

Ad & Missed-Call Lead Capture

Catch every lead, even when you are on a roof.

IntakeEmail follow-upSMS

+1 more capabilities

Explore & customize

Admissions Screener

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Education

Admissions Screener

Admissions teams

IntakeKnowledge Assistant
Explore & customize

Aesthetic Treatment Consult

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Fitness WellnessTakes payment

Aesthetic Treatment Consult

Aesthetic and beauty businesses

IntakeKnowledge Assistant
Explore & customize

Agency Client Onboarding System

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Marketing AgenciesE-signature

Agency Client Onboarding System

Collect goals access needs assets and kickoff timing.

IntakeRoutingBooking

+2 more capabilities

Explore & customize

Agency Onboarding + Setup Fee

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Professional ServicesTakes payment

Agency Onboarding + Setup Fee

Agencies and done-for-you services

IntakeKnowledge Assistant
Explore & customize

Agency Project Qualification System

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Marketing AgenciesE-signature

Agency Project Qualification System

Qualify budget urgency scope and decision readiness.

IntakeRoutingBooking

+2 more capabilities

Explore & customize

Agency Service Router

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Professional Services

Agency Service Router

Agencies with multiple offers

IntakeRoutingKnowledge Assistant
Explore & customize

Agent Coaching Strategy Page

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Real EstateTakes payment

Agent Coaching Strategy Page

Coaching and consulting for agents

IntakeKnowledge Assistant
Explore & customize

Appliance Install Checkout

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ContractorsTakes payment

Appliance Install Checkout

Install services

IntakeKnowledge Assistant
Explore & customize
Explore blueprint
HealthcareShopify products

At-Home Recovery Kit

Screen for warning signs, then suggest home equipment by body area, with an assessment call on offer.

IntakeRoutingEmail follow-up

+1 more capabilities

Explore & customize

Auto Repair Shop Intake

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AutomotiveCalendar booking

Auto Repair Shop Intake

Take the whole drop-off conversation online, so your service desk starts every job informed.

IntakeRoutingBooking

+4 more capabilities

Explore & customize

Auto Service Router

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Other Industries

Auto Service Router

Automotive service shops

IntakeRoutingKnowledge Assistant
Explore & customize

B2B Discovery Qualification System

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SalesCalendar booking

B2B Discovery Qualification System

Prepare sales calls with goals fit authority and timing.

IntakeRoutingBooking

+2 more capabilities

Explore & customize
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