Yes. We build the intake flow around the information your team needs to act on the call.

Common intake fields #

• Caller name and best callback number.
• Reason for calling and service requested.
• New or existing customer status.
• Service location or coverage area, when relevant.
• Preferred appointment or callback window, when configured.
• Urgency based on your approved business rules.

Keep the conversation useful #

We prioritize questions that affect the next step. Important details can be repeated for confirmation, and the assistant can ask clarifying questions when the request is unclear.

Use the right channel for sensitive details #

The intake flow should collect only what is needed. Payment card information belongs in the configured payment provider’s secure checkout, not spoken to the AI. Sensitive documents or account details should use your approved internal process.

Scope and changes #

New fields or conditional branches must fit the selected plan and approved workflow. Larger intake redesigns are separately scoped.