Custom intake
Custom Voice and Intake Agents
Custom voice and chat AI agents for intake, guiding, FAQs, and structured handoff outside the standard Booking Desk model.
These agents are for custom use cases that do not fit the standard Booking Desk. They collect the right information, stay within approved rules, and leave a clean transcript or summary for staff.
Non-standard intake flows Internal voice capture Complex guidance
Call or intake flow design. Policy boundaries. Escalation rules
Map the intake path -> Define allowed actions and boundaries -> Build the constrained flow
Final scope and guardrails are confirmed after review.
Deliverables
What this build actually includes.
The first version should be bounded, reviewable, and operationally clear. These are the concrete pieces that shape the initial implementation.
Deliverables
Quoted after assessment. Final scope is confirmed after review.
Process
How the work moves into production.
The point is to move from business context to a bounded live system without hiding the review, approval, or handoff steps.
Custom voice and intake agents should be limited, testable, and easy for staff to review instead of being treated like freeform AI toys.
Start Here
Start with the free AI assessment.
Use the assessment to confirm whether Custom Voice Intake is the right first move, identify the review boundaries, and scope the smallest useful implementation before build work begins.