Templates
Pick a starting point that already speaks your industry's language. Each template ships with the right tone, lead fields, appointment rules, and guardrails — fully editable from the dashboard.
Restaurant
Reservation flow, menu Q&A, dietary handling, no-show protection. Pre-tuned tone (warm, brief, never pushy) and a kids-menu / allergy template baked in.
Lead capture for new diners
Appointments tuned for reservation windows + buffer
Multi-language reply defaults
Spam guard for prime-night bookings
Real estate
Buyer / renter qualification, viewing-booking with agent calendar, neighbourhood Q&A. Hard guardrails against accepting offers or quoting bad prices.
Lead capture with budget, timeline, financing fields
Appointments routed to specific agent calendars
Guardrails for negotiation handoff
Story-reply prompts for Instagram listings
Salon & spa
Service-aware booking durations, deposit links, night-before reminders. Includes stylist routing and a default upsell pattern for add-ons.
Appointment durations per service
Deposit-required slots for first-timers
Reschedule and cancel flow
No-show blacklist
Healthcare
FAQ deflection, urgent-keyword triage, appointment booking. Strict guardrails against diagnosis or treatment advice — Convia never freelances on clinical questions.
Triage keywords + emergency-line escalation
Guardrails on diagnosis / treatment
Appointment booking by provider
Insurance-accepted FAQ template
E-commerce
Sizing and product Q&A, order-status lookup via webhook, returns / exchange flow, cart-recovery prompts on Instagram.
Product Q&A grounded on catalog
Order-status webhook config
Returns / exchange flow
Cart-recovery DMs on Instagram
Education
Programme / admissions Q&A, tour booking, applicant routing to the right counsellor. Safe-by-default on welfare and outcome questions.
Programme Q&A grounded on prospectus
Tour and open-house booking
Lead capture for prospectuses
Safeguarding-aware escalation
Local services
Emergency vs routine triage, service-area qualification, job booking with notes and photos. Built for trades that take WhatsApp jobs.
Triage levels with after-hours paging rules
Service-area postcode check
Quote-request capture
Photo upload from chat
Financial services
Pre-qualification, document collection, meeting scheduling with the right specialist. Hard guardrails against quoting rates or giving advice.
Pre-qualifying fields (loan amount, business size, etc.)
Document upload in chat
Specialist routing rules
Compliance-aware guardrails