An AI intake agent that opens the file during the call
An agent that takes a new client or new patient through intake by voice and by texted form, records consent, verifies identity, and writes the record into your system.
Call 1800 570 693 to talk to the demo agent. Plans start at A$299 a month.
What the agent does on a call
Intake questions
It takes the details your file needs, in the order your intake asks for them.
Texted forms
It texts a form for anything easier to type than to say.
Consent
It records the caller's consent and reads back what was agreed.
Client record
It creates the client record in your system.
Steps the platform enforces
Each step stays locked until the one before it has run, and a failed step unlocks nothing.
Texting a short form
For the details that are painful to say out loud.
Reading them back
Locked until the form was sent, so it never reads back something it did not receive.
Businesses it suits
117 of 237
business types we scored are a fit for this role
Strongest in
- Health and allied health
- NDIS, disability and aged care
- Legal and professional services
- Real estate and property
- Education and childcare
For example
- NDIS service providers
- Family lawyers
- GP clinics
- Childcare centres
- Property managers
- Migration agents
Other voice agent roles
Book a call
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