Automate New Client Intake — From First Contact to First Appointment
Manual intake forms and phone-tag delays lose 30–50% of new client leads before the first appointment. An AI intake agent guides every new prospect through qualification, document collection, and scheduling in a single automated conversation.
What you get
How it works
24 matched Library workflows
Personal Injury AI Voice Receptionist
A 24/7 AI receptionist that answers every personal injury call, qualifies leads, and books appointments.
Law Firm AI Voice Receptionist
A 24/7 AI receptionist that answers every law firm call, qualifies leads, and books appointments.
HVAC AI Voice Receptionist
A 24/7 AI receptionist that answers every hvac call, qualifies leads, and books appointments.
Dental AI Voice Receptionist
A 24/7 AI receptionist that answers every dental call, qualifies leads, and books appointments.
Med Spa AI Voice Receptionist
A 24/7 AI receptionist that answers every med spa call, qualifies leads, and books appointments.
Plumbing AI Voice Receptionist
A 24/7 AI receptionist that answers every plumbing call, qualifies leads, and books appointments.
Real Estate AI Voice Receptionist
A 24/7 AI receptionist that answers every real estate call, qualifies leads, and books appointments.
Solar AI Voice Receptionist
A 24/7 AI receptionist that answers every solar call, qualifies leads, and books appointments.
Barbershop AI Voice Receptionist
A 24/7 AI receptionist that answers every barbershop call, qualifies leads, and books appointments.
Driving School AI Voice Receptionist
A 24/7 AI receptionist that answers every driving school call, qualifies leads, and books appointments.
Restaurant AI Voice Receptionist
A 24/7 AI receptionist that answers every restaurant call, qualifies leads, and books appointments.
Gym AI Voice Receptionist
A 24/7 AI receptionist that answers every gym call, qualifies leads, and books appointments.
Insurance AI Voice Receptionist
A 24/7 AI receptionist that answers every insurance call, qualifies leads, and books appointments.
Roofing AI Voice Receptionist
A 24/7 AI receptionist that answers every roofing call, qualifies leads, and books appointments.
Landscaping AI Voice Receptionist
A 24/7 AI receptionist that answers every landscaping call, qualifies leads, and books appointments.
Chiropractic AI Voice Receptionist
A 24/7 AI receptionist that answers every chiropractic call, qualifies leads, and books appointments.
Auto Repair AI Voice Receptionist
A 24/7 AI receptionist that answers every auto repair call, qualifies leads, and books appointments.
Photography AI Voice Receptionist
A 24/7 AI receptionist that answers every photography call, qualifies leads, and books appointments.
Pest Control AI Voice Receptionist
A 24/7 AI receptionist that answers every pest control call, qualifies leads, and books appointments.
Cleaning AI Voice Receptionist
A 24/7 AI receptionist that answers every cleaning call, qualifies leads, and books appointments.
Veterinary AI Voice Receptionist
A 24/7 AI receptionist that answers every veterinary call, qualifies leads, and books appointments.
Pet Grooming AI Voice Receptionist
A 24/7 AI receptionist that answers every pet grooming call, qualifies leads, and books appointments.
Accounting AI Voice Receptionist
A 24/7 AI receptionist that answers every accounting call, qualifies leads, and books appointments.
Tutoring AI Voice Receptionist
A 24/7 AI receptionist that answers every tutoring call, qualifies leads, and books appointments.
Frequently asked
Can it collect photos or documents?
Via SMS, the AI can request photo uploads. The n8n workflow handles storing them in Google Drive or your CRM.
Is the intake data HIPAA-compliant?
The template can be configured with compliant data handling. Contact us for healthcare-specific setup.
Can we customize the qualifying questions?
Yes — every question in the intake script is editable in the Vapi configuration. No coding required.
What happens with incomplete intakes?
An automated follow-up sequence nudges the lead to complete their intake within 24 and 48 hours.