How to ask callers qualifying questions using intake forms

Did you know that your AI phone receptionist can ask the caller questions? It can either ask qualifying questions to inbound callers at (1) the beginning of the call or (2) during a call following a trigger.

You can use this feature to qualify leads, collect information, or set up a "phone form".

How to Set Up Intake Forms:

  1. Access your My AI Front Desk Dashboard.
  2. Navigate to the "Left Menu Bar" Click on “✏️Edit Receptionist” option.
  3. Scroll Down to Locate the "Intake Form Workflows" option.
  4. Create a new intake form, adding questions and response options as needed.
  5. Save your Intake Form Workflow settings.



As mentioned, there are two types of intake forms. Either (1) the beginning of the call or (2) during a call following a trigger. Let's deep-dive into each one.

Beginning of Call Intake Forms

This type of intake form allows you to setup questions to ask a caller the moment the AI answers the phone. You can add as many questions as you want.

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Scenario-Based Intake Forms

This feature allows you to trigger an intake form during a call with them. For instance, if someone mentions they are from Florida, the AI can instantly trigger the "Florida Questionaire" intake form.

Just define a scenario and add some questions. It's that easy!

Use this feature to ask targetted questions during specific scenarios.

1. Change the intake form mode to "Define a Custom Scenario"

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2. Define a scenario. In this example, I have set it to "Execute this if they are from Florida".

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3. Add some questions. In this example, I have added "Have you ever seen an alligator?"

Now, anytime someone mentions they are from Florida, the AI Receptionist will ask the caller if they have ever seen an alligator.

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