Agents help Intake Coordinators route new inquiries and keep responses on track.
Book incoming consultation requests with an available team member.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Share a consultation link that can route to assigned staff.
Give colleagues the right team booking link to forward, with clarity on which staff can take the meeting.
Find a usable consultation link for the same host and meeting type.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
Match new meeting requests to an eligible host and open times.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
Check new client appointments against the intake email exchange.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
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.
Find the right provider's booking page for a new client visit.
Give invitees the right calendar booking link for your host and meeting type, without sorting through appointment pages yourself.
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.
Draft replies that clarify what a new inquirer needs.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.