Agents help Intake Coordinators route new inquiries and keep responses on track.
Choose the right consultation link for a new inquiry.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Export each closed intake window with every submission preserved.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Match an inquiry to the right intake appointment page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Flag missing answers and repeat IDs on new intake forms.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.