Industries · Playbooks

One stack. Eight verticals.

Each playbook is a curated agent roster plus integrations plus compliance baseline plus measured outcomes — operated end-to-end by Omni.

17-vertical industries grid — Plumbing, HVAC, Electrical, Landscaping, Cleaning, Pest Control, Roofing, Garage Door, Locksmith, Appliance Repair, Pool & Spa, Painting, Handyman, IT Repair, Auto Repair, General Contractor, Pro Services
Eight playbooks

A vertical ships when we've operated it end-to-end.

Each playbook is a curated agent stack, integrations, compliance baseline and measured outcomes. The platform stays the same; the playbook adapts.

PLAYBOOK 01 · LIVE

HVAC & home services

Live

After-hours voice intake, emergency routing, CRM updates and SMS confirmation. First vertical we operate end-to-end.

HVAC after-hours call flow
PLAYBOOK 02 · LIVE

Plumbing

Live

Emergency call intake, burst-pipe triage, tech dispatch, CRM updates and SMS confirmation.

Plumbing emergency call flow
PLAYBOOK 03 · LIVE

Accounting

Live

Client intake, document collection, deadline reminders and tax-season inbox triage with CPA approval.

Accounting intake → doc collection → preparer handoff
04 · ROADMAP

Healthcare & wellness

Scoping

HIPAA-ready intake, scheduling, follow-ups, insurance verification. BAA on request.

Card · 16:9
Patient intake → triage → schedule
800 × 450 · PNG
Voice Scheduling
05 · ROADMAP

Legal & professional services

Scoping

Intake, conflict checks, document review with human QA. Auditable end-to-end.

Card · 16:9
Matter intake → conflict check → review queue
800 × 450 · PNG
Admin Compliance
06 · ROADMAP

B2B sales

Scoping

SDR, qualification, account research, meeting prep, CRM hygiene.

Card · 16:9
Lead → enrich → book card
800 × 450 · PNG
Sales Ops
07 · ROADMAP

Ecommerce & retail

Scoping

Order ops, returns, post-purchase support, review handling.

Card · 16:9
Order → return → resolution
800 × 450 · PNG
Support Ops
08 · ROADMAP

Financial services

Scoping

Compliance-first onboarding, KYC, customer ops with policy reviewer.

Card · 16:9
KYC checklist · policy hits row
800 × 450 · PNG
Compliance Admin
Vertical compliance posture

Compliance baked into each playbook.

Every vertical ships with a compliance baseline: data residency, retention, consent, audit logs and human approval gates pre-configured for the regulator your business answers to.

GDPR aligned CCPA aligned HIPAA-ready SOC 2 roadmap ISO 27001 roadmap
See enterprise posture
Compliance baseline diagram per vertical — HIPAA / GDPR / PCI ribbons and audit trail lines per playbook
Playbook in motion

A playbook is just the platform — pre-scoped.

Two minutes through a deployed playbook. The agents, integrations and compliance baseline pre-wired for one industry — running on the same control plane underneath.

Playbook · lead intake through resolution
Don't see your vertical?

Bring the workflow. We'll bring the playbook.

A 30-minute scoping call. We'll map your industry-specific workflows to an Omni deployment in under a week.