Callizy for your industry

Clinic, firm, salon, garage, construction, real estate and sales team.

Role : ManagerDuration : 4 minOn : Web, Mac

Before you start

  • Be a manager on the Callizy account.

Step by step

4 steps, about 4 min
  1. 1

    Read your industry’s page

    2 min

    A typical day, what Callizy does and the tools to connect: Clinics and healthcare, Law firms, Salons and beauty, Construction and renovation, Real estate, Garages and dealerships, Sales teams.

  2. 2

    Start from the right agent template

    1 min

    In AI voice agents, Create agent, then Inbound agent. Under Starting point: Clinic and dentist, Law firm, Home services, Property management, Appointment booking, After hours or Leads. Each one asks the right questions and alerts you after the call.

    Administration/AI voice agents/Create agent

  3. 3

    Copy a ready-made text

    1 min

    Greetings, agent instructions for a dental clinic, a plumber or a salon, and texts: see the ready-to-copy templates. Replace the words in braces.

  4. 4

    Connect your tools

    1 min

    Law firm: Connect Clio. Sales and real estate: Connect HubSpot or Connect Pipedrive. Appointments: Connect Google Calendar, Connect Square Appointments or Connect Wix Bookings.

Key points

  • An agent template is only offered at creation. After that, everything is edited in the agent’s page.
  • The Law firm template asks for your practice areas before it creates the agent.
  • Sales team: the Power Dialer, on the Business plan, chains your outbound calls.

Not working?

Callizy shows “Check at least one area.”
  1. Law firm template: check your practice areas, or write one in Other area.

Frequently asked questions

My industry isn’t on the list?
Start from Reception: it answers and takes messages. Add your pages in Knowledge: see Give the agent knowledge.
I book appointments all day?
I get a lot of quote requests?

Updated October 29, 2026

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