Intake & Surveys

Design Questions for the Agent to Ask
Our AI Intake Module provides a powerful interface for designing dynamic question sequences that adapt to user responses. Create branching conversation paths, set conditional logic for follow-up questions, and define validation rules to ensure you collect all necessary information. The system supports multiple question types including multiple choice, open-ended responses, numerical inputs, and file uploads, allowing you to gather exactly the data you need for your business processes.
Choose your personality and tone
Customize your AI Agent's communication style to match your brand voice and the context of your survey. Choose from among our different pre-made personalities to adjust empathy levels and degree of formality to create an engaging and appropriate interaction. Whether you need a professional consultant, friendly assistant, or technical expert, you can fine-tune the AI's tone to create the perfect interview experience for your users.


Let your Agent Talk to the Customer
Deploy your AI Agent across multiple communication channels including chat, email, phone, and messaging platforms. The Agent maintains consistent personality and question flow while adapting to each channel's unique characteristics. It can handle interruptions, clarify confusion, and provide examples when needed, ensuring a smooth and natural conversation that keeps users engaged throughout the intake process.
Get a Summary of the Users Answers to your Questions
Receive structured reports of all user interactions, with responses organized by topic and highlighted key insights. The AI automatically formats and categorizes answers, flags important information, and generates actionable summaries. Integration with your existing systems allows for automatic data transfer, making it easy to analyze responses, track trends, and use the collected information in your downstream processes.
