Products — Lumina CX OS

The Platform

Start with Sophia. Expand from There.

Core and Success give you a fully configured after-hours voice line. AI Ops Pro, Revenue OS, Compliance OS, and Vertical Packs are available as your operation grows.

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🤖 SOPHIA AI — CORE PRODUCT

After-Hours Inbound Voice + Booking

Sophia answers every after-hours call, screens emergencies, books the appointment, sends a confirmation, and logs the record — automatically, while your office is closed. Included in Core and Success.

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After-hours inbound voice — picks up when the office is closed
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Emergency screening — urgent vs bookable before anything else
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Appointment booking — on the calendar, confirmation text to the caller
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Call summary logged — written into CCR's platform automatically
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Tested before go-live — clone, customize, test, then live

Not in Core: extra channels (chat / email / social), white-label branding, and outbound campaigns. Those are expansion or partner terms.

Same Sophia on Core and Success. Success adds Day 30, monitoring, and priority CS. Partners can brand the line — see Resellers.

See Sophia in Action

After-Hours Call — What Happens

Call received after hoursAnswered

Emergency or bookable?Screened

Appointment scheduledBooked ✓

Confirmation text sentSent ✓

Call summary loggedIn platform ✓

📊 AI OPS PRO — EXPANSION

Every Call Outcome Visible

See every after-hours interaction, disposition, and follow-up in one live dashboard. AI Ops Pro turns call logs into operational clarity. Available as an expansion on top of Core or Success.

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Call disposition tracking — Booked, Transferred, Urgent, Callback, Nurture — every call logged
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Real-time sentiment — AI reads caller tone across interactions
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Post-call automation — triggers follow-up workflows automatically based on call outcome
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Pipeline visibility — see every contact's journey from first call to active account
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ROI reporting — interactions handled, outcomes tagged, follow-ups triggered

Ask about this on your demo

Call Log — After-Hours Shift

After-hours call receivedLogged

Appointment booked by SophiaBooked ✓

Emergency — escalated to on-callEscalated

Follow-up workflow triggeredAutomated ✓

Call summary in platformRecorded ✓

💰 REVENUE OS — EXPANSION

Qualification and Appointment-Setting Engine

Revenue OS automates qualification and follow-up from first contact to booked appointment. Available as an expansion on top of Core or Success.

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AI qualification — scores every inbound contact on fit, intent, and urgency
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Multi-step qualification — gathers business type, volume, and timeline before handoff
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Appointment automation — books, confirms, and reminds automatically
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Pipeline management — moves opportunities based on AI signals
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No-show recovery — automated re-engagement for missed demos and cancelled appointments

Note: Outbound SMS and automated campaigns are released after compliance review. Not included in Core or Success by default.

Ask about this on your demo

Contact Journey — Example

After-hours call answeredReceived

Qualification gatheredScored

Appointment bookedBooked ✓

Confirmation sentSent ✓

Opportunity moved in pipelineUpdated ✓

🛡️ COMPLIANCE OS — EXPANSION

Built for Regulated Industries

TCPA, recording, and consent workflows purpose-built for regulated industries. Formal BAA / HIPAA packs are scoped per account — contact us before deploying in a clinical setting. Available as an expansion on top of Core or Success.

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TCPA consent management — SMS opt-in logging, STOP/HELP handling, consent timestamps
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Regulated-industry workflows — call recording consent, data minimization, retention rules
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Third Party Verification (TPV) — automated TPV flows for energy/utilities sales compliance
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AI disclosure automation — every AI interaction opens with required regulatory disclosure
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Audit trail — every interaction logged with timestamp, channel, consent status, and outcome

Ask about this on your demo

Compliance Record — Example Call

AI disclosure deliveredActive ✓

SMS consent on fileLogged ✓

Recording consent acknowledgedConfirmed ✓

Opt-out processedInstant

Interaction audit trailOn file ✓

Industry Solutions

Vertical Packs

Pre-built AI workflows, scripts, and compliance rules for your specific industry. Deployed on top of Core or Success — no extra platform required.

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Dental & Oral Health

After-hours scheduling, emergency screening, recall outreach, and insurance question routing. HIPAA-aware — BAA required for clinical deployments.

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Veterinary

After-hours triage and emergency routing, appointment booking, prescription refill routing, and client recall outreach for veterinary practices.

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Home Services & HVAC

After-hours service call intake, emergency dispatch screening, quote request routing, and seasonal outreach automation.

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Insurance

Quote request intake, policy inquiry routing, claims first notice of loss, renewal reminders, and licensed agent escalation triggers.

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Energy & Utilities

TPV-compliant enrollment flows, service inquiry routing, outage communication, and regulatory disclosure automation.

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Custom Vertical

Don't see your industry? We build custom vertical packs tailored to your specific workflows, compliance requirements, and customer journey.

Ready to Start?

Start with Sophia. Expand When You're Ready.

30 minutes. See Sophia answer a live after-hours call and log the record — no slides, no fluff.

Book My Free Demo →