AI-Agents for Intake Coordinators working with Tally
The simplest way to create beautiful forms and surveys, for free.
Send New Lead Emails
Acknowledge new service inquiries and flag missing intake details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Works with
49 tools
49 tools
Book Round Robin Appointments
Turn new client appointment requests into confirmed team bookings.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Works with
29 tools
29 tools
Export Form Entries
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.
Works with
28 tools
28 tools
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