Intake Forms: Collect Structured Lead Data During Every Call
Intake forms tell the AI to ask a set of questions during a call and save the answers as a ticket. Use them at the start of every call or trigger them when a specific scenario occurs.
How It Works
Create a scenario with a trigger — beginning of call or a custom condition — add your questions in order, and optionally tell the AI what to do next. The AI asks each question, records the answer, and submits a ticket.
- Beginning-of-call forms to ask every caller
- Custom scenario forms triggered by caller intent
- Unlimited questions per form
- Drag-and-drop question reordering
- Per-form availability schedules
- Live intake tickets submitted as soon as form completes
- Post-form AI instructions: transfer, send SMS, and more
- Link to tickets dashboard for review
Who Uses This
Legal intake
Collect case type, incident date, and contact information from every caller before routing to an attorney.
Home services
Ask for service address, problem description, and preferred time before booking an appointment.
Medical scheduling
Gather patient name, date of birth, insurance, and reason for visit before transferring to the front desk.
Frequently Asked Questions
When does the intake ticket get submitted?
Live intake tickets are submitted as soon as the form completes, not at the end of the call. This means you can see the data in real time while the caller is still on the line.
Can I trigger an intake form based on what the caller says?
Yes. Custom scenario forms fire when the AI detects a specific intent, such as a caller asking about pricing or requesting a quote.