Intake by service
Ask different questions for a first visit, maintenance call or consultation, based on what your team needs.

From a customer’s first question to a time that fits. Bring your availability, service rules, and customer conversations together.
Let’s find your agentListen to a fictional appointment booking conversation, with the request and next step kept clear.
CallerCan I book a haircut on Thursday afternoon?
AgentIs this a cut only, or would you like a cut and colour? I'll check the correct service duration.
CallerJust a cut, please.
AgentThursday at 3 pm is available. Shall I use that slot and send the confirmation to your mobile?
Match the request to the right service, follow your calendar rules and make the appointment details clear for everyone.
Service-specific questions help your agent find a suitable slot, not just an empty space. Confirmation depends on your connected calendar and booking permissions.
Explore this for your businessAI Chat Agent · Online
Your information, your workflow and your boundaries. The details that make an agent a helpful part of your team.
Ask different questions for a first visit, maintenance call or consultation, based on what your team needs.
Check connected availability in Google Calendar, Outlook, Calendly, Jobber or Housecall Pro. Compatibility is reviewed before setup.
Define service durations, eligible times and booking permissions. Unavailable or unsupported requests follow your fallback process.
Send appointment confirmations and reminders by text, using approved wording and customer contact details.
Connected and above include the AI Chat Agent, so website visitors can also be guided into your configured booking workflow.
Route urgent requests and live transfers according to your instructions. The agent never substitutes for emergency services.
Your agent collects the appointment type and relevant details, checks the scheduling options configured for your business, and helps coordinate the next available appointment.
Your agent asks the custom intake questions you set for each service, so it knows exactly what kind of appointment the caller needs.
It checks real availability and books directly into Google Calendar, Outlook, Calendly, Jobber or Housecall Pro, following your service durations and rules.
The customer gets a text confirmation and reminders. Urgent calls route to your on-call number, and live transfers follow your routing rules.
Available on: Connected, Complete and Enterprise. See pricing
Start with the real questions your customers ask. Agree on the answers, connections and handoffs before your agent goes live.
See the setup processAgree on service names, durations, intake questions and which appointments need staff approval.
Review your scheduling tool and permissions. Test eligible slots, unavailable dates and failed-connection fallback behavior.
Walk through a booking from first question to calendar entry and reminder. Approve every confirmation before launch.
What to expect, what you control and where your team stays involved.
Talk through your needsWe review your scheduling tools and confirm connection options before setup. Availability, service duration, and booking permissions are agreed with you first.
Published plans include Google Calendar, Outlook, Calendly, Jobber and Housecall Pro. We review your specific account, permissions and workflow before confirming the connection. Other tools need a compatibility review.
Only the services and appointment types you authorize. Requests requiring clinical, legal or other professional judgment are routed to your team. Service duration, availability and permission rules are set during setup.
The agent follows your approved fallback, such as collecting preferred times for a callback. It should not invent availability, overbook the calendar or claim an appointment is confirmed when the connection has not accepted it.
Appointment confirmations and reminders by text are included in Connected, Complete and Enterprise. Included usage and extra messaging charges are listed on the pricing page.
Let’s find the right agent for your team.
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