Use cases

An AI receptionist for every kind of business

Different businesses get very different calls. Here is how clinics, restaurants, agencies, trades and shops use CasaTelecom, and which templates get them running fastest.

Clinics, dental offices and vets

Front desks in healthcare spend their mornings on the phone. Let the AI agent handle bookings, reschedules and simple questions, so your team can look after the people in front of them.

  • Book, move and cancel appointments with your own booking rules
  • Find patients in a Google Sheet or your practice database
  • Transfer urgent or sensitive calls to reception straight away
  • Templates: Medical receptionist, Dental office, Veterinary clinic

Call flow template: Medical or dental clinic

Restaurants, takeaways and hotels

The phone rings most when you are busiest. The agent takes reservations, answers questions about hours, parking and allergies, and passes catering requests to a manager.

  • Table reservations in your calendar
  • Opening hours, menus and directions from your website
  • Large bookings and events transferred to a manager
  • Templates: Restaurant host, Hotel front desk, Event venue

Call flow template: Restaurant and takeaway, Hotel and guest house

Real estate and property management

Every listing enquiry is a potential sale. The agent answers instantly, qualifies the caller, books viewings and logs the lead, even on Sunday evening.

  • Answer questions about listings from your database
  • Book viewings and record leads in HubSpot, Airtable or NocoDB
  • Maintenance requests logged for property managers
  • Templates: Real estate agency, Property management

Call flow template: Real estate agency

Home services and trades

When you are on a roof, you can’t answer the phone. The agent collects the job details, books a visit, and puts real emergencies through to whoever is on call.

  • Capture name, address and job details
  • Book site visits and quotes
  • Emergency calls transferred to the on-call mobile
  • Templates: Home services dispatcher, After-hours message taker

Call flow template: Home services and emergency dispatch, After-hours answering with on-call escalation

Online stores and retail

“Where is my order?” does not need a person. Connect your orders and the agent answers it in seconds, then passes returns and complaints to your team.

  • Order status from Supabase, MySQL or a Google Sheet
  • Stock and product questions answered from your data
  • Support tickets created in HubSpot
  • Template: Online store support

Call flow template: Shop and online store care

Law firms, accountants and agencies

First calls decide whether a client chooses you. The agent asks your intake questions, books consultations and makes sure urgent matters reach a person.

  • Intake questions you write yourself
  • Consultations booked in your calendar
  • Leads recorded in your CRM
  • Templates: Law firm intake, Accounting and tax office, Sales agency

Call flow template: Law firm intake

Salons, spas, gyms and studios

Clients want to book while they think of it, often outside opening hours. The agent books the right service length and fills cancelled slots.

  • Bookings with different service lengths
  • Class and membership questions
  • Templates: Salon and spa, Gym and fitness studio

Call flow template: Salon, spa and barbershop

Car dealerships and repair shops

Service bookings, parts questions and test drives. The agent books the work, tells customers when the car is ready, and passes sales leads on.

  • Service appointments booked in your calendar
  • Car status from your workshop system
  • Sales leads transferred or recorded
  • Templates: Car dealership, Auto repair shop

Call flow template: Auto repair shop and dealership

Schools, training centres and nonprofits

Admissions, course dates and donation questions come in waves. The agent answers from your information and books visits or calls back.

  • Course and admissions information
  • Visits and calls booked
  • Templates: School admissions, Nonprofit and charity, Information line

Call flow template: School and training center

FAQ

Use case questions

Still unsure about something? Ask us directly

Is there a template for my business?

There are 25 AI agent templates and 15 call flow templates covering healthcare, home services, real estate, hospitality, beauty, legal and professional services, automotive, retail, education and nonprofits, plus general ones like lead capture and information line. If yours is missing, start from the closest one; everything is editable.

Can one account serve several locations or brands?

Yes. Use separate numbers, agents and call flows for each location or brand, all managed from one account.

We are a small team. Is this overkill?

Not at all. Many customers start with one number, one AI agent and two or three SIP phones, which is free apart from the number and call minutes.

Find the template for your business

Open a free account, pick your industry and have a working phone line with an AI agent in under an hour.