Intake Form Responses

When your AI receptionist collects information from callers using intake forms, their responses are automatically saved and organized. The Intake Forms page gives you a centralized view of all form submissions across your calls.

Accessing Intake Form Responses

From the sidebar, click Intake Forms. The page loads all call logs and extracts any intake form responses that were collected during those calls.

If you have not yet received any form submissions, you will see a getting-started screen with three feature highlights:

  • All Responses -- Every form response, centralized in one place.
  • Smart Sorting -- Find information quickly with organized form groupings.
  • Insights -- Get data-driven business insights from your collected data.

The page also directs you to set up your forms in Configure if you have not already done so.

Viewing Form Responses

Once your AI receptionist has collected intake form data, the page displays a card for each unique form type. Each card shows:

  • A form number (e.g., Form 1, Form 2)
  • The list of Questions that make up that form
  • A button labeled See what users are responding to these questions

Click that button to expand the form and see all individual responses.

Response Table

When you open a form, you see a table with one row per submission. The columns are:

  • One column for each question in the form, showing the caller's answer
  • Date -- When the call occurred
  • From -- The phone number of the caller
  • Full transcript -- A View full conversation button that opens the complete call transcript in a modal

This table layout lets you compare answers across multiple callers at a glance.

Click Go Back (the back arrow at the top of the table) to return to the form overview.

Viewing Full Transcripts

Click View full conversation on any row to see the entire call transcript for that submission. The transcript modal shows the full conversation between the AI receptionist (labeled "Assistant") and the caller (labeled "Caller"). Click the close button to dismiss the modal.

Intake Forms in the Inbox

The Intake Forms tab in the Inbox is not currently visible — it is controlled by a legacy feature flag (isLegacyIntakeFormsEnabled) that defaults to false. Intake form responses are accessed through the standalone Intake Form Responses page instead.