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Katexs Guides
End-to-end playbooks for the businesses we see most: clinics, home services, agencies, and high-volume sales teams.
Playbooks
Dental & medical
Answer patient calls, verify insurance questions, and book cleanings into Google Calendar.
Home services
Qualify job type and location, quote ranges, and dispatch to the on-call tech.
Agencies
Run outbound reactivation campaigns and push booked calls into GoHighLevel.
Real estate
Capture buyer intent, answer listing questions, and schedule showings.
E-commerce
Deploy a chat widget for order status, returns, and pre-sale questions.
Call centers
Deflect tier-1 volume and transfer only what needs a human.
How to use a playbook
- 1
Clone the prompt
Copy the playbook prompt into a new agent and swap in your business variables.
- 2
Load your knowledge base
Upload your services, pricing, and FAQ documents under Assets.
- 3
Connect tools
Enable calendar and CRM so the agent can complete the job, not just talk about it.
- 4
Test and launch
Run five test calls in the Testing Lab, then flip the agent to Active.