Industry templates: The perfect Safina configuration with one click

You have learned in the previous articles how powerful the conversation guide is. However, creating such a guide perfectly from scratch requires time and strategic considerations.

This is where perhaps the greatest shortcut to your perfect configuration comes into play: the industry templates.

What exactly is an industry template?

An industry template is a complete, pre-defined conversation guide crafted by our experts, specifically tailored to the typical requirements and call reasons of a certain industry.

Think of it this way: Instead of drawing a house from scratch, you select a professional architectural design that you then customize to your liking.

A template already contains:

• A professional greeting and a suitable icebreaker.

• The most important scenarios for your industry (e.g., "disruption report", "appointment request", "prescription order").

• The appropriate questions for each scenario to capture all relevant data.

For which industries are there templates?

We are constantly expanding our template library. Currently, you can find templates for:

• Craft businesses

• Medical practices & therapists

• Law firms (lawyers & tax consultants)

• Real estate offices

• Agencies & IT service providers

• Studios & salons

• …and a general template that serves as a good starting point for all other industries.

How to select a template

There are two moments when you can use a template for yourself.

During the initial setup (onboarding)

The easiest way is right when creating your account. As described in the setup article [Note: Insert link to article #2 here], at the end of the onboarding process, you will be offered a selection of templates. Here, you simply select your industry and immediately start with a professional configuration.

Applying or switching a template later

You can also select a template at any later time or replace your existing one.

1. To do this, go to the "Safina AI" tab and open your "conversation guide".

2. There you will find an option like "apply template" or "start with a template".

3. Select your industry and confirm your choice.

Important Note: Please note that applying a new template will overwrite your existing conversation guide. However, Safina will warn you once again before this step for your safety.

Start like a pro

Using an industry template is the recommended starting point for almost all users. You save a tremendous amount of time, benefit from a proven conversation structure, and ensure that no important questions are forgotten.

Your Safina Team