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Overview

AI Intake helps you gather high-quality client information through AI-powered voice conversations. Instead of static forms, you can:
  • Generate smart, contextual questions
  • Customize them before sending
  • Run voice-based sessions with AI Agents
  • Review structured insights afterward
This creates a faster, more engaging, and scalable intake process.

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How AI Generates Questions

AI questions are dynamically generated using:
  • Template structure (baseline questions)
  • Contact record (e.g., patient/client data)
  • Session objective
  • Guidelines you define while creating the session
This ensures every session is personalized and context-aware.

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Session Types

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Individual Session

  • Linked to a specific contact
  • Uses that contact’s data as input
  • Ideal for:
    • Patient intake
    • Client onboarding
    • 1:1 consultations
      Use individual sessions for 1:1 personalised intakes
  • Shareable link for multiple participants
  • No pre-attached contact required
  • Ideal for:
    • Surveys
    • Feedback collection
    • Research interviews

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How It Works

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1. Create a Template

Templates define your intake structure.
  • Add a name
  • Define the objective
  • Set question count & duration
  • Assign an AI Agent
AI generates base questions that you can refine.

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2. Customize Questions

  • Edit wording for clarity
  • Adjust depth (Low, Medium, High)
  • Add or remove questions

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3. Configure AI Agent

Control how your AI interacts:
  • Empathy
  • Rapport
  • Exploration
  • Speed
  • Voice

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4. Create a Session

  • Select a template
  • Add contact (for individual sessions)
  • Define objective & guidelines
  • Review AI-generated questions
  • Send session invite

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5. Client Completes Session

The AI Agent:
  • Conducts a voice conversation
  • Asks structured questions
  • Adapts naturally to responses

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6. Review Responses

  • Data is stored session-wise
  • Responses are structured and easy to review
  • Accessible anytime

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Benefits

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Faster Intake

Reduce manual effort and repetitive workflows.

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Better Responses

Voice interaction leads to more detailed, natural answers.

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Personalized Experience

Every session adapts to the client and context.

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Scalable Workflows

Run multiple sessions without extra overhead.

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Organized Data

All responses are structured and easy to access.

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FAQs

AI combines your template, session objective, guidelines, and (for individual sessions) contact data to generate relevant questions.
Yes. You can modify, add, or remove questions before sending the session.
Yes. Templates are reusable and help standardize your workflows.
Clients join via a link and interact with an AI Agent through a voice conversation.
All responses are stored per session and can be accessed anytime.
For most use cases, yes. Voice-based intake improves engagement, completion rates, and response quality.