Capture before transfer
Collect contact information and the reason for the inquiry before reaching the team. Keep the facts available if the call ends during the handoff.
AI inquiry intake
An inquiry after hours. A conversation worth keeping.
Capture a prospective client’s details when the office is closed. The optional agent gathers the information first, then follows the agency’s handoff rules so a dropped call does not erase the inquiry.
See it in a demoOptional AI · Your business rules and approvalsheyhomecareOptional agentic workflow
A family’s first call.A clear next step.
AI inquiry intakeNew care inquiry
- 1Contact detailsCaptured
- 2Requested supportWeekday companionship
- 3Live handoffReach intake team
- 4If unansweredSend details to chosen staff
Capture the inquiry before attempting the handoff.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Reach the right person
Use the configured transfer or message process for new-client inquiries. If nobody answers, the details go to the chosen people for follow-up.
Continue in the CRM
Bring the inquiry into the agency’s intake workflow. Staff can review the request, take the next step and keep the follow-up connected to the original conversation.
How it comes together
A clear next step. At every stage.
- 1
Gather the details
Record who is calling and the requested care.
- 2
Follow the handoff rule
Reach the chosen team or take the configured message.
- 3
Continue the inquiry
Let staff review and follow up from the intake record.
Built around your agency
See your workflow, connected.
Walk through ai inquiry intake with our team. We’ll show how it fits your agency’s people, process and business rules.