Docs

Intake Bots

Questions, tone, scoring and how it goes live.

1. Edit the questions4 minChange what your Intake Bot asks, add new questions, put them in order and decide which ones are required. Everything saves on its own.
2. Conditional questions4 minAsk follow-up questions based on the option each person picks, and show a question only when earlier answers match a condition.
3. Content blocks4 minShow a message in the middle of the conversation without asking anything, like an explanation, a heads-up or a summary of the person's answers. They work on every plan.
4. Agent blocks5 minAn agent block is a part of the conversation the AI leads. It answers the person's questions from the information you give it, or works toward a goal with questions of its own.
5. Calculate an estimate5 minTurn the person's answers into a number, like a price or a lead time, with steps the AI drafts or you build yourself, and show it to them in the conversation.