- Collects name, best number, what they need, timing, and anything they volunteer.
- Asks the questions your trade needs: the address and the symptom, the listing and the budget, the accident and the date.
- Gives no legal, medical, financial or rate advice. It collects facts and books a person.
- Books the consultation or site visit when that is the next step.
- Emails you the lead the moment the call ends.
Roles · Intake
Every new inquiry, collected once and cleanly.
A new caller needs the right details taken the first time, so a person can follow up without a second call for basics. The agent asks one question at a time, reads numbers back, and never gives advice it is not allowed to give.
What you get after the call
Consultation booked · Wednesday 11:00 am
Forty-person company, patching and backups handled by one office manager. Wants a plan this quarter. The operations lead also decides. Consultation booked Wednesday at 11:00 am.
- Send the invite to both contacts
- Prepare a backup and patching review
An example. The names and numbers are invented; the shape is what every call produces.
An AI call intake agent for new inquiries
A message that says "call me back" means a second call for the basics. An AI call intake agent has to take the right details the first time. This one asks one question at a time, reads numbers back, collects what your trade needs, gives no advice, and books the consultation when that is the next step. The lead is in your inbox the moment the call ends.
- "Can I start with your name and the best number to reach you?"
- "Tell me what happened, in your own words."
- "When did this start, and how soon do you need it looked at?"
- "Would Wednesday at 11 work for a consultation?"
One question at a time. Numbers read back.
- A lead with every field a person needs
- A booked consultation
- A message with the facts and the urgency
And always: a written summary in your inbox.
Where it fits
Industries that use intake.
Law firms
Client intake
Asks the intake questions for the practice area and writes up the facts for an attorney, with no advice given.
See law firms →Mortgage & lendingLoan inquiry intake
Takes a purchase or refinance inquiry: the numbers the caller gives, the timeline, and the best time for a loan officer to call.
See mortgage & lending →Insurance agenciesQuote intake
Takes the quote request with the vehicles, drivers, property or business, and the current carrier, for an agent to quote once.
See insurance →Solar & home energyQuote intake
Takes the address, ownership, roof, bill, and utility, so a consultant walks in with the facts.
See solar & energy →Real estateBuyer intake
Takes what a buyer wants, the area, the budget, the timeline, and whether they are pre-approved, for an agent to follow up once.
See real estate →Accounting & financial advisorsNew client intake
Takes the new client's needs, deadline and documents for an advisor to review, with no advice given.
See accounting & advisors →Hear it
A call of the same kind.
Intake
A caller with a car accident last week
The facts an attorney needs, no legal advice, a consultation booked.
Recording coming
Questions
Straight answers.
What happens when it does not know the answer?
It says so, tells the caller someone will follow up, and writes the question down. Every question it could not answer is in one list on your desk, so you can add the fact once. It never invents a price, an hour, a stock number or a policy.
Can it book appointments?
Yes. It offers the nearest times from the windows you set, takes the day and time, reads it back, and records the booking with the caller's name and number. The booking lands in your inbox and on your desk. It does not yet write to Google or Outlook calendars, so your team confirms it in whatever you use today.
Can it put a caller through to a person?
Yes. When a caller is ready, the agent rings a person on their mobile and connects them. You choose who: one person, a team that takes turns, or a schedule by day and time with a fallback. If nobody picks up, the agent takes the caller's name and number and promises a call back.
Does it pretend to be human?
No. It speaks as your business and says it is an AI whenever anyone asks. People are more helpful when they know.
An AI sales agent on your phone line, by this afternoon.
Pick your industry, pick a voice, upload what it knows. From $79 a month, month to month.