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Pre-built templates that helps your business set up different call-handling workflows without building them from scratch.

Featured

Front desk

A complete call flow for growing teams. Route callers through a phone menu during business hours and let Sona cover after-hours calls.

Property management

Handle tenant, owner, and prospective renter calls in one flow. Sona identifies the caller type, captures the right details, and routes each conversation accordingly

Home services estimate

Turn every inbound call into a qualified lead. Sona captures what the caller needs, their property details, and preferred timing so your team can follow up with a quote ready.

Skills

Call log

Use this call log template to maintain consistent call tracking, identify recurring trends, and surface common issues and opportunities.

Daily report template

Keep a running log of your calls, texts, and action items with this daily report template. Automatically get your to-dos when you start and end work for the day.

Sales call coaching

Improve rep performance in every 1:1 with this sales call coaching template. Get a free downloadable skill you can add to your Claude or ChatGPT workspace.

Sales call report

Log every sales conversation across your team, automatically track calls, and see which deals are moving forward or getting stalled.

Win loss analysis

Discover why your customers choose to purchase your product. This template automatically reviews post-deal calls and summarizes key findings for your team.

3 Month Drip

Re-engage with cold leads instantly. Identify which leads haven’t spoken to you in three months and draft a timely outreach message to them.

Voicemail triage

Follow up with leads and customers faster with this skill. Review your voicemails and send responses in seconds. Create action items based on what they share.

Call flows

Smart voicemail

Never miss what matters. Sona picks up when you can't, collects the caller's message through natural conversation, and delivers a clear summary to your inbox.

Business hours with Sona

Route calls based on your schedule. Ring your team during work hours and let Sona handle after-hours calls so customers always get a real response.

Business hours with voicemail

Simple schedule-based routing. Calls ring your team during business hours and go straight to voicemail after hours.

Emergency Plumber

Built for plumbing businesses that handle emergencies. Sona triages calls by urgency, captures job details, and flags true emergencies so your team can dispatch fast.

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