AI-Agents for Intake
Agents help Intake teams respond to new inquiries and pass them to the right people.
Reply to standard new inquiries and flag those needing a personal answer.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsChoose an approved 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.
8 toolsDraft replies to new inquiries using approved answers.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
7 toolsHand off every submission from the closed intake window in one CSV.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
28 toolsMatch photographed submissions to cases and add their transcripts.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsMatch a new inquiry to the right consultation page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsFlag unanswered service and timing questions before follow-up.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 toolsAdd a joining link to booked client intake calls.
You and your client get the same joining link in the updated invitation for a video appointment.
Confirm new client visits and flag incomplete appointment details.
Your confirmation emails include clear appointment details and a rescheduling link. You also get a report on every send or issue.
8 toolsFind a provider's booking page for a new client's first visit.
Give invitees the right calendar booking link for your host and meeting type, without sorting through appointment pages yourself.
4 toolsFind the first consultation openings across qualified staff.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
4 toolsPut a support ticket number and link on each ready customer request.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
5 tools
