AI Intake Coordinator
Get the details right before the work begins.
SOC 2 Type II audited
Multilingual support
Start each new customer request with the information your team needs. Your AI Intake Coordinator asks the required questions, checks for missing details, and helps complete the intake process across calls, texts, and email.
Give them your forms, instructions, and routing rules. With the right tools connected, they can enter the answers, follow up on incomplete information, and hand your team a completed record ready for the next step.
Workflows
A first call becomes a completed intake
A new customer calls about a service. The coordinator asks the required questions, enters the answers, and routes the completed record.
An incomplete form gets finished
A customer has left required information blank. The coordinator follows up, collects the missing details, and updates the intake record.
An exception reaches the right reviewer
A request needs a decision outside the intake instructions. The coordinator gathers the available details and sends the case to the designated person.
Capabilities
Phone calls
Text messages
Voicemails
Calendar
Advanced
Computer use
Integrations
Webhooks
API
Responsibilities
Ask the required questions
Follow your intake process and collect the customer information needed for the selected service.
Check for missing details
Identify unanswered required fields and clarify incomplete information with the customer.
Complete the intake record
Enter permitted information in the connected form or system using your instructions.
Follow up on unfinished intake
Contact eligible customers through the enabled channels to collect missing information within your follow-up rules.
Route the completed request
Send the intake to the correct team, location, or service workflow with a clear next action.
Flag exceptions for your team
Identify requests that need human review and pass along the collected information and remaining questions.
FAQs
Can they follow our existing intake questions?
Yes. Provide the required questions, form fields, order, and instructions. Define what a complete intake looks like and test the process with realistic cases.
Can they fill out our forms?
With a supported connection or configured computer-use workflow, they can enter permitted information into the selected form or system.
What happens when information is missing?
They can ask follow-up questions or use the configured outreach process to collect missing details. The record should show what remains incomplete.
Do they make professional or specialist decisions?
This role gathers information and follows your intake and routing instructions. Decisions outside that scope are sent to the designated person with the captured details.
Can they hand off to an appointment scheduler?
Yes, when the workflow is configured for it. Define when intake is complete and which calendar or scheduling process should receive the customer.
What should we measure?
Track completed intakes against your required-field criteria. Review incomplete records, human-review cases, and the time between first inquiry and a completed intake.
