⚡ SOPs: Intelligent Workflow Automation

SOPs (Sophosic™ Operating Protocols) are reusable, AI-powered workflows that guide conversations and actions according to your specific process. Think of them as interactive playbooks where Sophia follows your exact instructions to accomplish tasks.

Sophosic™ Business Feature: Creating and sharing SOPs requires a Sophosic™ Business subscription ($99.99/month). Anyone can run public SOPs for free—no account required!

What are SOPs?

SOPs transform repetitive processes into automated, intelligent conversations. Instead of manually handling the same workflow over and over, you teach Sophia how to do it once, then share it with anyone.

Real-World Use Cases

Customer intake, emergency triage, quote generation, scheduling

🛠️ Service Businesses

Lead qualification, client onboarding, consultation workflows

💼 Professional Services

Issue triage, FAQ automation, feedback collection

📞 Customer Support

Brief generators, research assistants, documentation helpers

📝 Content & Research

How SOPs Work

Every SOP has three core components:

1. Instructions (The Brain)

You tell Sophia exactly what to do and how to behave:


You are a friendly plumbing intake specialist.

Goal: Gather all details needed to dispatch the right technician.

Steps:
1. Greet the customer warmly
2. Ask about the plumbing issue
3. Determine urgency (emergency or scheduled)
4. Get property details (address, access)
5. Provide estimated arrival time
6. Confirm appointment and send confirmation

Tone: Professional, reassuring, efficient

2. Interface Type

Choose how users interact:

Conversational

Conversational SOP

Natural dialogue that adapts to responses:

Best For:

Customer support scenarios
Complex, multi-step processes
Situations requiring clarification
Exploratory conversations

Example:


Sophia: Hi! What plumbing issue are you experiencing?
Customer: My sink is clogged
Sophia: I can help with that. When did you first notice the clog?
Customer: This morning
Sophia: Got it. Is water backing up completely or draining slowly?

Adapts to each response, asks follow-ups naturally

Control who can use your SOP:

Visibility	Who Can Access	Best For
Public	Anyone with the link + listed in gallery	Customer-facing processes, community sharing
Unlisted	Anyone with the link (not in gallery)	Selective sharing, testing before publishing
Private	Only you	Internal workflows, development/testing

Allow Anonymous: Let anyone run the SOP without logging in (perfect for customer-facing workflows)

Why Use SOPs?

Time Savings

Before SOPs:

Manually handle every customer intake: 10-15 minutes each
20 customers/day = 3-5 hours of repetitive work

With SOPs:

Customers fill out intake automatically
You review pre-qualified leads: 2-3 minutes each
Save 2-4 hours daily

Consistency

Every interaction follows your exact process:

✅ No steps forgotten
✅ Same professional tone every time
✅ Consistent data collection
✅ Brand voice maintained

Scalability

Handle unlimited conversations simultaneously:

Serve 100 customers at once
No hiring needed for basic processes
Focus your time on complex cases

24/7 Availability

Your SOPs never sleep:

Customers interact anytime
Emergency requests handled immediately
No “business hours” limitations

SOP Categories

Service Industry SOPs

Perfect for businesses with field technicians:

Emergency Triage: Prioritize urgent requests
Service Intake: Collect all details upfront
Quote Generation: Provide estimates instantly
Scheduling: Book appointments automatically

Browse Service Industry Templates →

Business & Sales SOPs

Streamline your sales and onboarding:

Lead Qualification: Identify high-value prospects
Consultation Booking: Schedule discovery calls
Client Onboarding: Guide new customers through setup
Proposal Generation: Create custom proposals

Support & Operations SOPs

Automate repetitive support tasks:

FAQ Automation: Answer common questions
Ticket Triage: Route issues to right team
Feedback Collection: Gather structured feedback
Bug Reporting: Collect reproduction steps

Personal Productivity SOPs

Optimize your own workflows:

Daily Briefing: Morning updates and summaries
Meeting Prep: Agenda and context gathering
Research Assistant: Structured research processes
Decision Helper: Framework-based decisions

Getting Started

Step-by-step tutorial following the actual 7-step wizard

📖 Create Your First SOP

Pre-built SOPs for service businesses and common workflows

📚 Browse Templates

Explore community-created SOPs and try them out

🔄 View Public SOPs

Unlock SOP creation for $99.99/month

💎 Upgrade to Business

Frequently Asked Questions

How do SOPs differ from regular chats with Sophia?

Regular chats are open-ended conversations where you guide Sophia. SOPs are pre-programmed workflows where Sophia follows YOUR specific process automatically. Think: chat = freestyle, SOP = choreographed.

Can I edit an SOP after creating it?

Yes! Edit anytime from your SOPs dashboard. Changes apply immediately—no need to republish or update links.

Do users need a Sophosic account to run my SOP?

Not if you enable “Allow Anonymous”! Your SOP works like a public form—anyone can access it via the link without signing up.

Can I see analytics for my SOPs?

Absolutely! View runs, completion rates, average duration, and conversation transcripts from your SOP analytics dashboard.

How many SOPs can I create?

Unlimited! Sophosic™ Business includes unlimited SOP creation and unlimited runs.

Can I share SOPs with my team?

Yes—share the URL with your team. For team collaboration features (editing permissions, shared analytics), check out our Enterprise plans.

Ready to automate your workflows? Create your first SOP → or explore templates →