Client Intake Forms

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Performance

148 Conversations

Recent Activity

👤New lead captured: Sarah J.2m ago

💬Bot answered pricing question15m ago

📅Appointment booked: Mike R.1h ago

✉️Follow-up email sent3h ago

Setup Status

Active

Manage Connections

Description

Streamline onboarding with smart forms.

Recent Leads

Export CSV

Name	Platform	Status	Date
Sarah Jenkins @sarah.j_99	Instagram	New	Oct 24
Mike Ross mike@example.com	Website	Booked	Oct 24
Harvey Specter @specter_law	LinkedIn	Qualified	Oct 23
Donna Paulsen @donna_knows	Instagram	Nurturing	Oct 23

View all 8,421 leads →

Customize Your AI Persona

Select a template to instantly configure your bot's personality.

🧑‍💼

Receptionist

Calm, polite, helpful. Perfect for service businesses.

📊

Sales Setter

More direct, focuses on qualification + booking.

💬

Social Friend

Chill, human, Gen-Z texting style. Handles IG DM vibes.

🚀

High-Energy

Pushes for calls or appointments fast.

System InstructionsReceptionist Template Active

You're a polite, professional receptionist for {business_name}. Your job is to answer questions helpfuly and capture leads naturally. Always be positive and welcoming. Keep message length to a minimum, short and concise to gain a reply so it doesn't overwhelm the lead.

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Advanced Settings

Configure webhooks, integrations, and advanced routing rules.

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