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Call workflow templates

Start with the script, routing rules, and handoff outputs buyers need to inspect.

Use these templates to pressure-test an AI receptionist before it answers real callers: what it asks, when it books, when it transfers, what it refuses, and what your team receives.

Template library

Pick the call workflow closest to your first launch.

After-hours

After-hours emergency intake script

A controlled script for calls that arrive when staff are offline and the caller may need urgent help, a callback, or a scheduled visit.

Best for

Plumbing, HVAC, property management, urgent service calls

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Booking

Appointment booking script

A booking workflow for callers who want a routine appointment, consultation, estimate, visit, or service slot.

Best for

Clinics, salons, dental offices, auto repair, home services

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Sales intake

Lead qualification script

A qualification path for callers who need a quote, consultation, showing, demo, repair estimate, or first sales conversation.

Best for

Real estate, legal intake, agencies, B2B services, high-value local services

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Recovery

Missed-call callback script

A recovery workflow for callers who reached voicemail, abandoned a call, or called during a busy period.

Best for

Any SMB with revenue-sensitive missed calls

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Handoff

Warm transfer triage script

A handoff script that decides when to transfer live, when to take a message, and what context the human receives.

Best for

Teams that want automation without losing sensitive or high-value calls

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Support

Support FAQ deflection script

A support workflow for routine questions where the agent can answer from approved knowledge or create a ticket when the issue is unresolved.

Best for

Support desks, clinics, SaaS teams, property managers, appointment-heavy businesses

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Multilingual

Bilingual caller handoff script

A multilingual intake pattern for teams that receive English, French, Dutch, or mixed-language calls and need clean routing.

Best for

Belgian SMBs, clinics, real estate teams, property managers, support desks

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Triage

Maintenance triage script

A triage workflow for tenant, property, repair, or service-status calls that need severity, access, and owner routing.

Best for

Property management, auto repair, home services, facilities teams

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Scripts that expose operational detail

Each template shows what the agent asks, when it stops, what it writes back, and what a human receives.

Routing rules before prompts

The templates make escalation, missing data, sensitive topics, and failed handoff paths explicit before launch.

Useful without fake proof

These are planning templates, not claimed customer transcripts. They help buyers inspect the workflow before a demo.

Demo input

Bring one template and one real call sample to the workflow demo.

The fastest Havio setup starts with the call type, the required fields, the fallback contact, the destination system, and the phrases the agent must never improvise.