Customer Engine
Patient & Client Intake Engine
Draft intake forms, pre-visit instructions, and first-touch FAQ replies, routing each to the right person.
How it works on your Core
Built on your business, run in your voice.
The Patient & Client Intake Engine runs on your Core — the AI foundation we train on your business: your services, pricing logic, customer language, and approval rules. Because it draws on your Core, every output is specific to your work, not a generic template.
It drafts; a human on your team approves. Nothing is sent, posted, or filed without sign-off. You start here, then add more Engines on the same Core over time.
First output
What you get back, finished.
Best for: Healthcare, financial, legal, and professional-services practices.
- Intake question set
- Pre-visit instructions
- Routed FAQ replies
Related Engines
Others in Customer
Inquiry Response Engine
Draft clear replies to common customer questions and route the right next step for human approval.
View Engine →Customer FAQ Engine
Turn repeat questions into approved answers for email, forms, website copy, internal handoff, and team training.
View Engine →Warranty & Service Ticket Engine
Draft warranty-claim narratives and service-ticket replies, pulling job history and routing each to the right tech or vendor.
View Engine →Start here
Want a Patient & Client Intake Engine built on your Core?
Send your business and the workflow that keeps slipping. We'll map exactly what we would build.
Generate a Core Snapshot