Lead qualification, candidate screening, patient intake, tenant pre-screening, client onboarding. Any structured first-touch conversation, run consistently on every inbound call.
Your team improvises the script, so the script gets followed inconsistently. Half the information you wanted to capture is gone by the end of the day.
The most expensive calls happen at the worst times. After-hours leads, candidates calling on lunch break, new patients calling on a Saturday. Voicemail loses them.
A paper or PDF intake form catches what the caller takes the time to fill in. It misses the context a conversation surfaces in seconds.
Every feature below is included on every plan. No add-ons, no feature gates.
Define the questions, the order, and the field each answer maps to. The same script runs the same way every time, on every call.
Every answer captured as a structured field, not just a transcript. Name, contact, qualifying answers, fit signal, hand-off route.
When the call ends, the captured record lands where it belongs. Hiring inbox, sales CRM, scheduling system, or a webhook to your own stack.
Every applicant, lead, patient, or tenant gets the same questions in the same order. Consistency is the protection for both sides.
Tell Allison about the conversation you want her to run in a discovery call. Describe what you need to learn on the call and who should hear about it. She builds it. You log in to a dashboard that's 80% configured and refine from there.
Every intake call is automatically scored on resolution, accuracy, professionalism, sentiment, and escalation handling. A call where the agent came away short of what you needed, or handled the caller badly, is flagged and reaches you in the weekly digest instead of going unnoticed.
Your agent answers in a voice and name you choose, included on every plan. Hear the voices →
Define the conversation: the questions to ask, the order, and what each answer maps to
Add the knowledge the agent needs to answer caller questions during the script
Set the routing: who gets notified when, with what fields, via email or webhook
Point your existing phone number at Allison (or get a fresh one)
Every inbound call runs the script. The captured record lands in your inbox or system the moment the call ends
A form catches the people willing to fill one in. Intake by phone catches the ones who called instead. The other difference is what a conversation surfaces: a caller who says "I was rear-ended last Tuesday and I have been to the ER twice" gives you context in one breath that a form would need six fields and a free-text box to approximate, and the agent can ask the follow-up that answer implies.
You describe the intake in plain language, including the things you always need to know and the order you like to cover them in, and the agent works from that description on every call of that type. It reads as guidance rather than a rigid script, which is the point: a caller who answers two questions at once is not asked the second one again, and a caller who interrupts with a question of their own generally gets it answered before the rest continues. Be clear-eyed about the tradeoff, though. Consistency comes from the instruction being the same every time, not from a form engine that refuses to end the call until every box is filled.
Every screened call lands in your dashboard with a full transcript, an AI summary of what happened, the detected intent, and a sentiment read. A signed call.ended webhook fires for every real call, carrying that summary, the disposition, the tool path the call took, and the caller's contact id, so your own system can pick it up. Email is narrower than you might expect: notifications fire when a call leaves a message, requests a callback, or escalates, so a screening that ran cleanly and resolved on the call sends none. What does not exist yet is a per-field export: there is no structured "question 3 answer" payload to map into an ATS. You get the conversation and a good summary of it, not a filled-in form.
They all get answered. Concurrent calls are not capped on any plan, so one intake conversation can run against many callers at the same time rather than queueing them. There is a platform capacity ceiling behind that, and in a rare extreme spike overflow callers are connected to the fallback number you set instead of being turned away.
White-glove setup
Custom API integrations, webhooks, CRM sync, escalation design — designed, wired, and tested on live calls. Included with any plan. No setup fees.
Call Allison, describe your business, and she'll build your agent. Or sign up and configure it yourself.