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 ready-to-deploy templates
Plumbing AI Quote Generator
Qualify leads and generate quotes while the plumber sleeps.
Landscaping Quote Follow-Up Agent
Follow up on every quote automatically until it closes.
Moving Company Quote Follow-Up Agent
Follow up on every moving quote before the move date passes.
Dental AI Voice Receptionist
A 24/7 AI receptionist that books dental appointments automatically.
Law Firm AI Intake Assistant
Qualify every legal lead before your attorneys spend a minute.
Insurance AI Quote Assistant
Qualify and quote every insurance lead before a competitor does.
Restaurant Reservation Agent
Handle every reservation request automatically, even at 2am.
Driving School AI Voice Agent
Enroll more students without adding admin staff.
Photography Booking Assistant
Book more sessions without playing phone tag.
Flooring Quote Follow-Up Agent
Follow up on every flooring quote before the homeowner picks someone else.
Personal Injury AI Voice Receptionist
A 24/7 AI receptionist that answers every personal injury call, qualifies leads, and books appointments.
Personal Injury AI Quote Generator
Instant AI-written quotes for every personal injury inquiry — delivered by email and SMS before a competitor calls back.
Law Firm AI Voice Receptionist
A 24/7 AI receptionist that answers every law firm call, qualifies leads, and books appointments.
Law Firm AI Quote Generator
Instant AI-written quotes for every law firm inquiry — delivered by email and SMS before a competitor calls back.
HVAC AI Voice Receptionist
A 24/7 AI receptionist that answers every hvac call, qualifies leads, and books appointments.
HVAC AI Quote Generator
Instant AI-written quotes for every hvac inquiry — delivered by email and SMS before a competitor calls back.
Dental AI Quote Generator
Instant AI-written quotes for every dental inquiry — delivered by email and SMS before a competitor calls back.
Med Spa AI Voice Receptionist
A 24/7 AI receptionist that answers every med spa call, qualifies leads, and books appointments.
Med Spa AI Quote Generator
Instant AI-written quotes for every med spa inquiry — delivered by email and SMS before a competitor calls back.
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.
Real Estate AI Quote Generator
Instant AI-written quotes for every real estate inquiry — delivered by email and SMS before a competitor calls back.
Solar AI Voice Receptionist
A 24/7 AI receptionist that answers every solar call, qualifies leads, and books appointments.
Solar AI Quote Generator
Instant AI-written quotes for every solar inquiry — delivered by email and SMS before a competitor calls back.
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.