Use cases by industry

You're sitting in front of a trades business, a tax firm or an IT systems house and want to know exactly what this customer will do with bhomy. This page follows the 15 industries for which the dashboard comes with templates. For each industry, you'll find the typical calls, the matching template, the tools and what you should watch out for.

The four template types

Under Choose prompt you combine a type with an industry, see Getting started.

Transfers to people, webhooks and campaigns are available in the Pro and Individual plans.

Health

Medical practice, dentist, therapy, physiotherapy, vet.

• Typical calls: appointment requests, cancellations, questions about opening and consultation hours, callback requests, occasionally emergencies.
• Template: Calendar Agent with the industry Healthcare.
• Tools: Appointments via Cal.com, email after the call to the practice, SMS as an appointment confirmation.
• Watch out for: Specify in the prompt that for acute complaints the agent refers callers to the emergency number 112 or the out-of-hours medical service 116117 and doesn't give any medical assessment. Practices receive a confidentiality undertaking from us, see Hosting and data.

Trades

Electrical, plumbing and heating, carpentry, painting, roofing.

• Typical calls: job requests, damage reports, questions about quotes, emergencies such as water damage or a heating failure.
• Template: Callback Agent with the industry Trades & Crafts.
• Tools: Context Extractor for the address, type of damage and urgency, email or SMS to the business, transfer to the emergency service.
• Watch out for: Many tradespeople make calls from their mobile. Call forwarding when unanswered is the easiest entry here, see Connect a number.

Beauty and wellness

Hair salon, beauty, spa, nail studio, massage.

• Typical calls: appointment bookings, questions about prices and treatments, opening hours.
• Template: Calendar Agent with the industry Beauty & Wellness.
• Tools: Appointments via Cal.com, a separate event type with the right duration for each treatment, the price list as a PDF in the knowledge base.
• Watch out for: The agent takes cancellations and reschedulings as a message, see Booking appointments. Agree with the customer who handles these messages.

Gastronomy

Restaurant, café, bar, delivery service, snack bar.

• Typical calls: table reservations, opening hours, questions about the menu and allergens, orders for the delivery service.
• Template: Reception Agent with the industry Gastronomy.
• Tools: Menu with allergen information in the knowledge base, reservations via Cal.com or as a request by email, multilingual conversations for guests from abroad.
• Watch out for: On allergens, the agent only states what's in the document and refers to the staff if in doubt. A connection to TheFork is coming soon.

Hospitality

Hotel, guest house, holiday apartment, hostel, resort.

• Typical calls: availability and prices, arrival and check-in, parking, pets, questions during the stay.
• Template: Reception Agent with the industry Hospitality.
• Tools: Language Multi-Language, see Languages and voices, house information in the knowledge base, transfer to reception, booking request by email.
• Watch out for: Today you get availability from the hotel system via an API call during the conversation. Connections to ibelsa and Hostaway are coming soon.

Real estate

Estate agent, property management, developer, landlord.

• Typical calls: enquiries about properties, viewing appointments, damage reports from tenants, emergencies such as a burst water pipe, questions about the service charge statement.
• Template: Service Agent with the industry Real Estate for property managers, Calendar Agent for estate agents.
• Tools: Context Extractor for the property, flat and damage, viewings via Cal.com, transfer to the emergency service.
• Watch out for: Property managers get many recurring questions; the house rules or contact lists of tradespeople belong in the knowledge base. Connections to onOffice and Wincasa are coming soon.

Automotive

Car dealership, workshop, car rental, driving school.

• Typical calls: workshop appointments, tyre changes in season, questions about the status of a repair, test drives, driving lessons.
• Template: Calendar Agent with the industry Automotive.
• Tools: Appointments via Cal.com, the status of a repair via an API call into the workshop system, campaigns for reminders of appointments the customer has made.
• Watch out for: In tyre season, many calls come in at the same time. Check whether 1 line in the Starter plan is enough or whether Pro with 3 lines is a better fit.

Legal and tax

Law firm, notary, tax advisor, auditor.

• Typical calls: appointments for initial consultations, callback requests from clients, questions about required documents, urgent deadline matters.
• Template: Callback Agent or Calendar Agent with the industry Legal & Tax.
• Tools: Context Extractor for the client, request and deadline, transfer for deadline matters, email to the office.
• Watch out for: The agent doesn't give any legal or tax information. Law firms receive a confidentiality undertaking from us under Section 203 of the German Criminal Code (StGB).

E-commerce

Online shop, marketplace seller, subscription box.

• Typical calls: where is my order, returns, delivery times, questions about products.
• Template: Service Agent with the industry E-Commerce.
• Tools: Order status via an API call into the shop system, return conditions in the knowledge base, web search on the shop's own pages.
• Watch out for: Shopify and WooCommerce are coming soon as native integrations. Today you build the route via n8n or Make.

IT and tech

Software house, IT agency, systems house, startup.

• Typical calls: support requests, fault reports outside business hours, sales enquiries.
• Template: Service Agent with the industry IT & Tech.
• Tools: Context Extractor for the customer, affected system and priority, webhook after the call into the ticket system, transfer to the on-call service.
• Watch out for: IT service providers are often good partners themselves, because they know their customers' telephony, see Selling alongside your phone system.

Education

School, tutoring, coaching, academy, music school.

• Typical calls: registrations, trial lessons, course times, prices, sick notes.
• Template: Calendar Agent with the industry Education for trial lessons, Reception Agent for general enquiries.
• Tools: Course schedule and prices in the knowledge base, appointments via Cal.com, email to the administration.
• Watch out for: If parents call for their children, the agent only asks for what's needed for the registration.

Finance

Bank, insurance, financial advice, asset management.

• Typical calls: appointment requests, callback requests, insurance claims, questions about documents.
• Template: Callback Agent with the industry Finance.
• Tools: Context Extractor for the request and callback time, email to the advisers, appointments via Cal.com.
• Watch out for: The agent doesn't give advice and doesn't state any account details. Check with the customer whether professional secrecy applies to them.

Events and catering

Event planning, catering, wedding planning, exhibition stand construction, DJ.

• Typical calls: enquiries with date, location, number of guests and budget, questions about availability, callback requests.
• Template: Callback Agent with the industry Events & Catering.
• Tools: Context Extractor for the date, location, number of guests and budget, email with all details to the team.
• Watch out for: The agent doesn't firmly commit to dates but announces a quote.

Facility management

Cleaning, caretaker service, security service, winter service.

• Typical calls: fault reports, requests for quotes, call-outs outside business hours.
• Template: Service Agent with the industry Facility Management.
• Tools: Transfer to the on-call service, SMS to the call-out team, Context Extractor for the property and the fault.
• Watch out for: Specify in the prompt what counts as an emergency and where the call is then connected.

General

Office, small businesses, freelancers, agencies.

• Typical calls: general enquiries, messages for individual people, appointment requests.
• Template: Reception Agent with Use without industry or the industry General.
• Tools: Email after the call, transfer to individual people.
• Watch out for: Even without an industry, a specific prompt with services, contact persons and opening hours pays off, see Writing a good prompt.

Read more