AI bots
Client intake bot
Collects intake details and documents before the first appointment, so you don't ask twice.
The problem
The first appointment is often spent gathering basic details that could have been collected earlier.
How it works
- A new appointment is made.
- The customer gets a link to a short guided chat or form.
- It collects details and uploads, and asks follow-ups based on answers.
- Everything is saved to your booking system.
- You get a summary before you meet.
Tools
Built with the tools below, connected to the ones you already use.
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How the intake bot works for each type of business it suits.
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