Replace repetitive messages with a guided intake experience, ask the right questions, collect the right information, and prepare your team before the first conversation even starts.
Conversational intake is the first step of any relationship, collecting what you need to know before a call or hand-off. Done conversationally, it asks one question at a time, adapts to the answers, and gathers complete context without a dozen back-and-forth messages.
Your team arrives prepared, and the person feels guided rather than interrogated.
Most intake happens over scattered emails and chats: a question, a wait, a half-answer, another question. By the first call nobody has the full picture and time gets wasted re-asking the basics.
A guided intake captures everything up front, once.
Ask better, collect more, prepare your team, no code required.
A guided flow that feels like a conversation. Conversational forms
Only asks what's relevant to each person.
People can simply speak. Conversational forms
Gather any files in the same flow. Document collection
Sends each enquiry to the right person.
Your team starts every conversation prepared.
Live in minutes.
Start from a prompt or template.
Branch on answers so it stays relevant.
Let people answer out loud with help.
Send each enquiry to the right team.
Embed it and watch responses live.
Any first touchpoint:
Related: smart contact forms, support intake, and lead capture.
A guided, one-question-at-a-time way to collect what you need before a conversation or hand-off.
It adapts to answers, supports voice, and routes complete context to the right person.
Yes, intake can be completed hands-free.
Yes, each submission can be sent to the right team automatically.
Yes.
Replace the back-and-forth with a guided intake that collects everything once.