Guided call intake
Answer, and the formfills itself.
The intake is a script, not a blank form. It asks the next question your business needs, skips the ones it already knows, and writes the note for you when the call ends.
Caller
+91 98200 11223 Returning · Pooja Reddy
Reason for visit
Preferred doctor
Script: "Is this the first time you're visiting us, Pooja?"
How it works
Four moves, one call.
- 01
Phone number first
Type the number. If they have called before, their name, history and preferences are on screen and the script skips what it knows.
- 02
Questions as chips
Each answer is a chip with a key on it. Yes or no is Y or N; a date is Today, Tomorrow or a weekday.
- 03
Only what applies
“Relation to patient” appears only when the caller is not the patient. That is a rule in your Blueprint, not code.
- 04
One key to finish
The outcome decides the stage, whether a follow-up is created and which email goes out. The note is written from the answers.
Contacts
One record per person.
Every enquiry, booking and call for a phone number lands on the same contact, so the next person who picks up sees the whole story.
Returning callers recognised
Look-up by phone number as you type. Known details prefill the script and are never asked twice.
Duplicates merged, history kept
Two records for the same person merge into one, with every enquiry and booking intact.
What people always ask for
“Always Dr Mehta”, “mornings only”, “never a Saturday”: remembered on the contact and offered at the next booking.
Do not contact, honoured
A contact who asked not to be contacted is respected everywhere messages are sent.
During the call
Built for a hand on the phone.
Park and resume
A call can be parked mid-way and picked up where it stopped when they ring back.
Every step revisitable
Go back with the arrow keys; a held slot is released the moment another is chosen.
Walk-ins in one button
The next free slot for a service from now, counted like any other enquiry.
Your stages, moving themselves
Booking, attending or missing a visit moves the enquiry to the stage you named, with the reasons you require.
Keyboard first
One hand on the phone. The other is enough.
- ENew enquiry
- BQuick booking
- Ctrl KFind anyone, anything
- 1 – 9Pick a chip
- Alt EGo to enquiries
- Alt BGo to bookings
- Alt FGo to follow-ups
- Ctrl ↵Save and take the next call
Plans
Which plan has it.
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| Guided intake, enquiries and contacts | Included | Included | Included |
| Remembered preferences | Included | Included | Included |
| Your own questions and flows | Not included | Included | Included |
Anything not on your plan can be added to one workspace on its own. Compare every plan
Questions