Security access_control_agent
Access Control Agent
Captures doors, users, credential type, existing system, compliance needs, and site visit.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
AI Agency ai_automation_discovery
AI Automation Discovery
Collects business process, pain point, current tools, desired automations, data sources, and ROI goal.
AI automation intake ROI capture Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
AI Training ai_bootcamp_enrollment
AI Bootcamp Enrollment Agent
Qualifies AI skill level, goals, preferred cohort, budget, and project ideas.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Front Desk ai_receptionist_router
AI Receptionist Router
Routes callers, qualifies intent, verifies contact, and transfers to the right agent.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Hospitality airbnb_host_assistant
Airbnb Host Assistant
Collects guest issues, check-in questions, cleaning concerns, and host follow-up details.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Cleaning airbnb_turnover_agent
Airbnb Turnover Cleaner
Collects unit size, checkout time, laundry needs, supplies, guest issue notes, and recurring schedule.
Short-term rental turnover Recurring cleaning Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Home Services appliance_repair
Appliance Repair Agent
Qualifies appliance type, brand, symptoms, warranty status, and appointment window.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Home Services appliance_repair_agent
Appliance Repair Agent
Screens appliance type, brand, symptom, error code, warranty, and preferred visit window.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Home Services appliance_repair_intake
Appliance Repair Intake
Captures appliance type, brand/model, error symptoms, age, access notes, warranty status, and preferred appointment window.
Appliance triage Warranty capture Dispatch notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Scheduling appointment_scheduler
Appointment Scheduler
Collects booking preferences, confirms time windows, and prepares scheduler handoff.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Auto Repair / Service automotive_service
Automotive Service Advisor Agent
Books service requests, captures vehicle details, symptoms, maintenance needs, recall/warranty notes, and shop follow-up tasks.
Vehicle detail capture Symptom intake Maintenance scheduling Tow/drop-off notes Warranty/recall notes Estimate request Shop-ready ticket
Open Intake Form
Sales b2b_partnership_agent
B2B Partnership Agent
Screens company profile, partnership goal, audience overlap, offer, and next meeting.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Sales b2b_sales_qualifier
B2B Sales Qualifier
Qualifies company size, pain points, decision process, budget, timeline, and demo readiness.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Personal Services barbershop_booking_agent
Barbershop Booking Agent
Books cuts, collects style preferences, barber choice, add-ons, and appointment windows.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Billing billing_collection_intake
Billing Collection Intake
Collects invoice questions, payment intent, and billing contact verification.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Support billing_dispute_agent
Billing Dispute Agent
Collects invoice/order number, disputed amount, reason, proof, preferred resolution, and contact info.
Billing dispute Proof request Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Marine boat_detailing_agent
Boat Detailing Agent
Screens boat size, dock location, service type, oxidation level, and access instructions.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Recreation boat_rental_booking_agent
Boat Rental Booking Agent
Captures date, headcount, boating experience, add-ons, and deposit readiness.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Automotive body_shop_claim_intake
Body Shop Claim Intake Agent
Collects damage details, insurer, claim number, photos, and estimate request.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Automotive body_shop_estimate
Body Shop Estimate Intake
Captures damage area, accident date, photos, insurance, drivable status, and estimate timing.
Collision intake Photo request Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Accounting bookkeeping_cleanup_agent
Bookkeeping Cleanup Agent
Screens software, months behind, account count, payroll, sales tax, and cleanup deadline.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Credit/Finance business_credit_builder
Business Credit Builder
Collects business entity, EIN status, bank account, vendor tradelines, revenue, and funding goal.
Business credit intake Funding readiness Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Business Services business_formation_agent
Business Formation Agent
Captures entity type, state, owners, industry, EIN need, and compliance questions.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Coaching career_coach_intake
Career Coach Intake
Captures role target, resume status, interview needs, timeline, budget, and coaching goals.
Coaching intake Package fit Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Coaching career_coaching_agent
Career Coaching Agent
Collects role goal, resume status, interview needs, timeline, and coaching package fit.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Cleaning carpet_cleaning_quote_agent
Carpet Cleaning Quote Agent
Collects rooms, stains, pets, square footage, stairs, and preferred date.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Nonprofit church_event_registration_agent
Church Event Registration Agent
Registers attendees, event choice, volunteer interest, and special needs.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Community church_event_registration
Church Event Registration Agent
Collects event, attendee count, contact, volunteer needs, dietary notes, and follow-up consent.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Nonprofit church_ministry_intake
Church Ministry Intake
Routes prayer, volunteer, giving, events, and ministry support requests.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Community church_visitor_followup
Church Visitor Follow-Up Agent
Collects visitor details, family info, prayer requests, ministries of interest, and follow-up preference.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Cleaning Company cleaning_company
Cleaning Company Intake Agent
Books cleaning leads, qualifies jobs, verifies contact details, answers FAQs through Q&A, and saves every field.
Quote intake Recurring service qualification Address and access notes Service policy Q&A Email-ready summary Urgent cleanup routing
Open Intake Form
Healthcare clinic_appointment_router
Clinic Appointment Router
Routes new/existing patient requests, symptoms category, preferred provider, insurance, and urgency without diagnosis.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Education college_admissions_agent
College Admissions Advisor Intake
Collects student grade, target schools, goals, test status, timeline, and advising package interest.
Admissions intake Package routing Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Education college_financial_aid
College Financial Aid Agent
Screens student status, FAFSA, aid year, school, dependency status, and document gaps.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Cleaning commercial_cleaning_bid
Commercial Cleaning Bid Agent
Collects square footage, frequency, facility type, scope, and walkthrough timing.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Cleaning Company commercial_janitorial_rfp
Commercial Janitorial RFP Agent
Collects facility type, square footage, frequency, scope, compliance needs, and bid deadline.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Food Service commercial_kitchen_rental
Commercial Kitchen Rental Agent
Qualifies rental date, food category, license status, equipment needs, and recurring schedule.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Finance commercial_loan_qualifier
Commercial Loan Qualifier
Screens loan purpose, amount, revenue, credit range, collateral, and timeline.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Security Company commercial_patrol_security
Commercial Patrol Security Agent
Screens property patrol needs, schedule, incident history, reporting requirements, and contract length.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Real Estate commercial_real_estate_lead
Commercial Real Estate Lead Agent
Screens property type, size, market, lease/buy goal, budget, and timeline.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Cleaning commercial_window_cleaning
Commercial Window Cleaning Bid
Captures building type, floors, pane count, access equipment, service frequency, and site contact.
Commercial bid Access notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Security concierge_security_agent
Concierge Security Agent
Collects property type, access-control needs, lobby duties, shift schedule, incidents, and reporting requirements.
Security staffing Access duties Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Contractor Services concrete_contractor
Concrete Contractor Agent
Qualifies driveway, patio, slab, walkway, measurements, demolition, and finish type.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Events conference_sponsor_agent
Conference Sponsor Agent
Qualifies sponsor tier, audience fit, booth needs, logo assets, and contract timeline.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Security construction_site_security
Construction Site Security
Collects site address, hours, equipment risk, trespass history, patrol needs, and gate/access notes.
Construction security Patrol plan Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Marketing content_calendar_agent
Content Calendar Agent
Collects brand voice, platforms, posting frequency, campaign goals, and asset needs.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Credit credit_funding_qualifier
Credit + Funding Qualifier
Collects credit goals, business revenue, tradelines, and safe next steps.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Credit / Financial Intake credit_ai
Credit AI Intake + Dispute Prep Agent
Collects credit goals, report issues, account details, dispute prep notes, budget context, and next-step checklist without guarantees.
Credit goal intake Report issue capture Negative item notes Dispute checklist Budget context No-guarantee compliance language
Open Intake Form
Credit credit_audit_agent
Credit Audit Agent
Captures goals, report sources, negative items, score range, deadlines, and dispute-document readiness without credit guarantees.
Credit audit Document list Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Credit Services credit_consultation
Credit Consultation Agent
Collects goals, score range, negative items, timelines, budget, and document readiness without giving legal advice.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Legal legal_intake_criminal
Criminal Defense Intake Agent
Collects charge type, court date, county, bond status, and consultation request without legal advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Agency/Ops crm_setup_agent
CRM Setup Agent
Captures platform, pipeline stages, automations needed, integrations, user count, and launch timeline.
CRM setup Automation map Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Support customer_escalation_agent
Customer Escalation Agent
Captures issue, account info, previous contacts, desired resolution, urgency, and manager handoff notes.
Escalation intake Manager handoff Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Support customer_support_triage
Customer Support Triage
Classifies support issues, captures screenshots/links, and creates follow-up packets.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Security Consulting cybersecurity_assessment
Cybersecurity Assessment Agent
Screens company risk, tools, compliance needs, incident history, and assessment readiness.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Performing Arts dance_studio_enrollment_agent
Dance Studio Enrollment Agent
Captures dancer age, style, experience, class times, and waiver follow-up.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Education/Fitness dance_studio_trial
Dance Studio Trial Class
Collects student age, class interest, experience level, guardian info, preferred time, and trial booking notes.
Trial booking Class matching Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Childcare daycare_waitlist_agent
Daycare Waitlist Agent
Captures child age, schedule needs, start date, allergies notes, and tour request.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Dental dental_emergency_triage
Dental Emergency Triage Agent
Screens pain level, swelling, trauma, existing patient status, insurance, and appointment window without diagnosis.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Medical Intake doctor_followup_call
Doctor Follow-Up Call Agent
Collects non-emergency follow-up questions and routes to clinical staff.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Medical Intake doctor_questions
Doctor Office Question + Patient Intake Agent
Collects patient questions, appointment needs, symptoms at a high level, insurance notes, and staff triage summaries without giving medical advice.
Emergency screening Appointment intake Insurance notes Question for doctor Office policy Q&A Medical advice guardrails
Open Intake Form
Pet Services dog_training_intake
Dog Training Intake
Captures dog age, breed, behavior goals, prior training, schedule, and package interest.
Training intake Package fit Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Pet Services dog_training_intake_agent
Dog Training Intake Agent
Captures dog age, behavior goals, household details, schedule, and evaluation request.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Laundry dry_cleaning_pickup
Dry Cleaning Pickup Agent
Collects garment types, stains, pickup window, delivery needs, and payment preference.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Rental Services dumpster_rental_agent
Dumpster Rental Agent
Captures project type, dumpster size, location, rental dates, and driveway notes.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Customer Support ecommerce_returns_agent
eCommerce Returns Agent
Collects order number, item, reason, condition, photos, and resolution preference.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Dental dentist_emergency_agent
Emergency Dental Intake
Captures pain level, tooth area, swelling/trauma, insurance, availability, and urgent routing without diagnosis.
Emergency dental triage No diagnosis Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Finance equipment_finance_agent
Equipment Finance Agent
Collects equipment type, vendor quote, amount, business age, revenue, and delivery timing.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Entertainment escape_room_booking_agent
Escape Room Booking Agent
Collects group size, date, room preference, occasion, and contact.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Legal estate_planning_intake
Estate Planning Intake
Captures planning goals, family structure, assets, existing documents, timeline, and attorney consult needs.
Estate plan intake Document checklist Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Estate Services estate_sale_agent
Estate Sale Agent
Collects estate location, item categories, timeline, access, and seller expectations.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Electrical ev_charger_install_agent
EV Charger Install Agent
Collects vehicle type, charger level, panel capacity, garage access, permit concerns, and scheduling window.
EV charger intake Permit notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Events/Cleaning event_cleaning_agent
Event Cleaning Quote Agent
Captures event size, venue, schedule, restrooms, trash service, pre/post cleaning, and on-site crew needs.
Event quote Crew planning Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Events event_rental_agent
Event Rental Quote
Captures event date, location, guest count, rental items, setup needs, delivery window, and budget.
Rental quote Setup notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Security Company event_security_quote
Event Security Quote Agent
Captures event size, venue, risk level, guard count, hours, access points, and equipment needs.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Security executive_protection_intake
Executive Protection Intake
Captures travel itinerary, risk context, event details, protective needs, team size, and confidentiality requirements.
EP intake Sensitive routing Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Events expo_vendor_agent
Expo Vendor Agent
Collects vendor category, booth size, power needs, setup time, and payment readiness.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Legal family_law_intake
Family Law Intake
Collects case type, county, court dates, children/property issues, urgency, and contact details without legal advice.
Family law intake Court date flag Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Legal legal_intake_family
Family Law Intake Agent
Screens case type, county, hearing date, children/property issues, and consultation request.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Contractor Services fencing_contractor
Fencing Contractor Agent
Collects fence type, linear feet, material preference, gates, timeline, and budget.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Operations field_service_dispatch
Field Service Dispatch Agent
Screens job type, location, technician skill, urgency, access notes, and parts needs.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Life Safety fire_alarm_service
Fire Alarm Service Agent
Collects system type, panel brand, trouble code, inspection date, and urgency.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Restoration fire_damage_intake
Fire Damage Intake
Collects fire date, property status, smoke/soot damage, utility status, insurance carrier, and temporary housing needs.
Fire restoration intake Insurance notes Urgency routing Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Emergency Restoration fire_damage_restoration
Fire Damage Restoration Agent
Collects fire/smoke damage details, safety status, insurance information, and board-up needs.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Life Safety sprinkler_inspection_agent
Fire Sprinkler Inspection Agent
Screens building type, system count, inspection due date, deficiencies, and access window.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Automotive fleet_service_agent
Fleet Service Agent
Collects vehicle count, service type, downtime needs, location, and billing contact.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Contractor Services flooring_contractor
Flooring Contractor Agent
Captures flooring type, rooms, square footage, removal, subfloor concerns, and install timing.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Food Service food_truck_booking
Food Truck Booking Agent
Screens event date, location, headcount, menu needs, power access, and deposit readiness.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Franchise franchise_lead_agent
Franchise Lead Agent
Collects capital range, location interest, timeline, experience, and discovery call readiness.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Funeral Services funeral_home_arrangements
Funeral Home Arrangements Intake
Collects respectful arrangement details and routes families to staff.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Funeral Services funeral_home_intake
Funeral Home Intake Agent
Carefully captures family contact, service preference, date needs, faith/cultural requests, and next step.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Home Organization garage_organization
Garage Organization Agent
Collects garage size, clutter type, storage needs, budget, photos, and design goals.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Home Services generator_install_agent
Generator Install Agent
Qualifies home size, fuel type, outage concerns, panel location, budget, and install timeline.
Install quote Equipment needs Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Funding grant_application_intake
Grant Application Intake Agent
Collects organization profile, program goals, funding need, deadlines, eligibility, and document gaps.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Nonprofit grant_compliance_agent
Grant Compliance Agent
Collects award details, reporting deadline, budget categories, receipts, and narrative needs.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Funding grant_discovery_intake_agent
Grant Discovery Intake Agent
Collects organization type, mission, budget, project, deadlines, and eligibility notes.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Nonprofit/Business grant_readiness_agent
Grant Readiness Agent
Collects organization type, mission, funding need, eligibility documents, deadlines, and grant category.
Grant readiness Deadline tracking Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Fitness gym_membership_sales_agent
Gym Membership Sales Agent
Qualifies goals, schedule, membership tier, trainer interest, and tour booking.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Home Services handyman_services
Handyman Services Agent
Collects small repair tasks, materials needed, photos requested, timing, and property access.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Healthcare Intake home_health_care_intake
Home Health Care Intake
Collects non-emergency care needs and routes to licensed staff.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Healthcare home_health_intake
Home Health Intake
Captures patient needs, location, schedule, mobility notes, payer source, and family contact without clinical advice.
Care intake Family contact Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Home Services home_organizing_quote_agent
Home Organizing Quote Agent
Captures rooms, clutter level, timeline, budget, and photo follow-up.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Real Estate home_staging_agent
Home Staging Agent
Screens property type, rooms, listing date, occupied/vacant status, and style needs.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Home Tech home_theater_agent
Home Theater Design
Collects room size, display/audio goals, wiring needs, seating, budget, and install timeline.
Theater design Install checklist Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Hospitality hotel_group_booking
Hotel Group Booking Agent
Collects room block size, event dates, budget, amenities, meeting space, and planner contact.
Group booking Planner notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Hospitality hotel_guest_services
Hotel Guest Services Agent
Handles guest requests, reservations questions, late checkout, maintenance issues, amenities, and escalation routing.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
HR hr_screening_agent
HR Candidate Screener
Collects role interest, experience, availability, work authorization question, salary range, and interview availability.
Candidate screen Interview routing Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Recruiting hr_screening
HR Candidate Screening Agent
Screens role interest, work authorization, experience, availability, salary range, and interview fit.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Home Services hvac_home_services
HVAC + Home Services Intake Agent
Qualifies repair, maintenance, installation, emergency service, warranty, and estimate requests for HVAC or home-service teams.
Emergency safety screening Equipment and brand capture Repair vs install triage Warranty notes Preferred schedule Staff dispatch checklist CSV/JSON service ticket
Open Intake Form
Legal immigration_case_intake
Immigration Case Intake
Collects case type, country, status/deadline, family/employer sponsor, documents, and consult timing without legal advice.
Immigration intake Deadline flag Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Marketing influencer_collab_agent
Influencer Collaboration Agent
Collects brand fit, audience size, rates, deliverables, timelines, and usage rights.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Insurance / Claims insurance_claims
Insurance Claim Intake Agent
Collects claim details, policy info, incident timeline, photos/documents checklist, and adjuster follow-up notes.
Claim type triage Incident timeline Policy/contact capture Damage checklist Document reminders Urgency routing No-coverage-decision guardrail
Open Intake Form
Insurance insurance_policy_review
Insurance Policy Review Agent
Collects policy details, renewal dates, coverage concerns, and advisor follow-up.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Finance investor_relations_agent
Investor Relations Intake Agent
Collects investor type, inquiry, accreditation status if volunteered, amount range, and follow-up need without investment advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Finance invoice_factoring_agent
Invoice Factoring Agent
Screens invoice amount, customer type, aging, monthly volume, and funding urgency.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
IT Services it_helpdesk_triage
IT Helpdesk Triage Agent
Collects issue type, device, severity, user impact, screenshots, and access constraints.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Home Services junk_removal_quote_agent
Junk Removal Quote Agent
Captures item list, photos request, stairs/elevator, access, and pickup timing.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Real Estate land_acquisition_agent
Land Acquisition Agent
Collects acreage, location, zoning, utilities, budget, and intended use.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Laundry laundromat_service_agent
Laundromat Service Agent
Handles wash-and-fold pickup, delivery, special care, item count, and preferred schedule.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Landscaping lawn_care_subscription_agent
Lawn Care Subscription Agent
Qualifies lawn size, frequency, services, gate access, and subscription package.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Legal Intake lawyer_questions
Lawyer Question + Legal Intake Agent
Collects legal matter questions, case type, deadline, jurisdiction, opposing party, and consultation notes without giving legal advice.
Conflict-check fields Deadline capture Jurisdiction capture Document checklist Consultation preference Legal advice guardrails
Open Intake Form
Sales lead_qualification_agent
Lead Qualification Agent
Scores lead readiness, budget, urgency, and next-step fit.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Legal legal_consult_router
Legal Consult Router
Collects matter type, jurisdiction, deadline, parties, desired outcome, and conflict-check info without legal advice.
Legal intake Conflict check No legal advice Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Legal Intake legal_document_prep_intake
Legal Document Prep Intake
Collects document-prep needs without legal advice and prepares attorney/paralegal handoff.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Coaching life_coach_discovery
Life Coach Discovery Agent
Screens goals, current obstacles, preferred format, budget, and readiness for coaching.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Coaching life_coach_intake
Life Coach Intake
Collects goals, challenge area, preferred format, schedule, budget, and readiness notes.
Coaching lead Fit notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Finance loan_packaging_agent
Loan Packaging Agent
Screens loan amount, use of funds, revenue, time in business, credit band, documents, and urgency.
Loan package prep Document request Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Notary loan_signing_agent
Loan Signing Agent Intake
Captures loan package type, signing location, signer details, deadline, and scan-back needs.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Emergency Services locksmith_service
Locksmith Service Agent
Handles lockout, rekey, lock install, key duplication, access verification, and urgency routing.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Home Services maintenance_plan_renewal
Maintenance Plan Renewal Agent
Collects current plan, equipment, renewal date, concerns, and upgrade interest.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
IT managed_it_sales_agent
Managed IT Sales Agent
Captures seats, devices, current support, pain points, compliance needs, and monthly budget.
MSP qualification Device count Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
IT Services managed_it_services
Managed IT Services Agent
Qualifies endpoints, users, cloud tools, support pains, compliance needs, and contract timing.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Fitness martial_arts_enrollment
Martial Arts Enrollment Agent
Screens age, program interest, experience, goals, schedule, and trial class preference.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Healthcare Admin medical_billing_agent
Medical Billing Question Agent
Collects patient contact, statement date, insurance, balance question, and callback preference without medical advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Beauty/Medical medical_spa_lead
Medical Spa Lead Qualifier
Collects service interest, prior treatments, appointment goal, budget, contact info, and consult timing without medical advice.
Consult booking No medical advice Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Community membership_community
Membership Community Agent
Screens member goals, plan interest, community fit, onboarding needs, and upsell path.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Membership membership_renewal_agent
Membership Renewal Agent
Handles renewal questions, plan fit, and upsell-friendly next steps.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Finance merchant_cash_advance_agent
Merchant Cash Advance Agent
Collects monthly deposits, time in business, funding amount, use of funds, and urgency.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Automotive auto_detailing_booking
Mobile Auto Detailing Booking
Captures vehicle type, service package, location, condition, add-ons, and scheduling window.
Detailing booking Package upsell Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Auto Service mobile_car_wash
Mobile Car Wash Agent
Qualifies vehicle type, package, location, water access, add-ons, and appointment time.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Automotive mobile_detailing_agent
Mobile Detailing Booking Agent
Collects vehicle type, service package, location, condition, and booking window.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Notary mobile_notary
Mobile Notary Agent
Collects document type, signer count, ID readiness, location, timing, and travel fee notes.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Home Services mold_remediation
Mold Remediation Agent
Screens mold concerns, affected rooms, moisture source, health-sensitive occupants, and inspection scheduling.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Environmental mold_testing_agent
Mold Testing Agent
Screens visible mold, moisture source, health concerns, affected areas, testing type, and inspection timing.
Inspection booking Moisture notes No medical advice Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Automotive motorcycle_shop_agent
Motorcycle Shop Agent
Takes bike model, service issue, parts needs, safety concerns, and appointment preference.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Education music_lesson_enrollment
Music Lesson Enrollment Agent
Collects instrument, student age, skill level, schedule, lesson format, and goals.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Education music_lessons_agent
Music Lessons Enrollment Agent
Collects instrument, skill level, goals, schedule, and trial lesson preference.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Veteran Benefits nexus_letter_intake
Nexus Letter Intake
Collects condition, service event, provider info, records status, deadlines, and review notes without writing medical opinion.
Nexus prep intake No medical opinion Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Nonprofit / Fundraising nonprofit_donation
Nonprofit Donation + Volunteer Intake Agent
Handles donor questions, sponsorship interest, volunteer applications, program requests, and event follow-up.
Donation intent capture Volunteer screening Sponsor lead routing Program request intake Event RSVP Thank-you confirmation Grant/program notes
Open Intake Form
Nonprofit nonprofit_donor_care
Nonprofit Donor Care Agent
Handles donor questions, pledge intent, recurring gift interest, volunteer fit, and thank-you routing.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Nonprofit nonprofit_donor_followup
Nonprofit Donor Follow-Up
Captures donor interest, gift range, program area, contact preference, event attendance, and follow-up timing.
Donor follow-up Program match Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Nonprofit nonprofit_sponsor_sales_agent
Nonprofit Sponsor Sales Agent
Qualifies sponsors, package interest, audience fit, deadline, and follow-up.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Wellness nutrition_coach_intake_agent
Nutrition Coach Intake Agent
Collects goals, habits, preferences, constraints, and consult readiness without medical advice.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Cleaning office_cleaning_audit
Office Cleaning Audit Agent
Collects facility size, current provider issues, nightly tasks, restrooms, supplies, and improvement priorities.
Cleaning audit Upsell routing Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Education online_course_enrollment
Online Course Enrollment Agent
Qualifies learner goals, experience level, course interest, schedule, budget, and enrollment readiness.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Healthcare optometry_booking_agent
Optometry Booking Agent
Collects exam type, insurance, vision concerns, last exam, preferred location, and appointment window.
Exam booking Insurance notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Marketing ads_campaign_intake
Paid Ads Campaign Intake Agent
Qualifies platform, ad budget, offer, audience, creative assets, and launch timeline.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Agency paid_ads_discovery
Paid Ads Discovery
Collects platform, budget, offer, target audience, landing page, goals, and tracking status.
Ads discovery Budget fit Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Accounting payroll_onboarding_agent
Payroll Onboarding Agent
Collects employee count, pay frequency, states, benefits, current provider, and start date.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Legal personal_injury_intake
Personal Injury Intake
Captures incident date, location, injury, treatment status, insurance, witnesses, and deadline without legal advice.
PI intake Deadline capture Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Legal legal_intake_personal_injury
Personal Injury Intake Agent
Captures accident date, injury type, treatment status, insurance, police report, and attorney status.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Pet Services pet_grooming_booking
Pet Grooming Booking
Collects pet type, breed, weight, service, behavior notes, vaccine status, and appointment preference.
Grooming booking Pet safety notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Pet Services pet_grooming_booking_agent
Pet Grooming Booking Agent
Collects pet type, breed, temperament, service, vaccine notes, and booking time.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Events photo_booth_booking
Photo Booth Booking Agent
Screens event type, date, location, guest count, backdrop, and add-ons.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Events photobooth_rental_agent
Photo Booth Rental Agent
Collects event date, location, guest count, backdrop, package, and deposit readiness.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Media photography_session_agent
Photography Session Agent
Collects session type, date, location, shot list, package interest, and delivery deadline.
Photo booking Package fit Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Media podcast_guest_booking_agent
Podcast Guest Booking Agent
Collects guest bio, topic, links, availability, and episode fit.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Media podcast_guest_booking
Podcast Guest Booking Agent
Screens guest topic, bio, links, availability, audience fit, and recording needs.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Cleaning post_construction_cleaning
Post-Construction Cleaning Bid
Captures square footage, construction phase, dust/debris level, windows, deadline, and walk-through schedule.
Construction clean bid Walk-through booking Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Exterior Services pressure_washing_quote_agent
Pressure Washing Quote Agent
Captures surfaces, square footage, water access, photos, and quote timing.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Education private_school_admissions
Private School Admissions Agent
Collects student age, grade, tour interest, program fit, and parent contact.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Education school_admissions
Private School Admissions Agent
Screens student grade, parent contact, tour interest, tuition questions, and application readiness.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Real Estate property_tax_appeal_agent
Property Tax Appeal Agent
Collects property address, assessment amount, deadline, comps, and appeal history without legal advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Real Estate real_estate_lead
Real Estate Buyer/Seller Intake Agent
Captures buyer, seller, investor, rental, showing, financing, and follow-up details for real estate teams.
Buyer qualification Seller motivation intake Showing request capture Financing status Neighborhood preferences CRM-ready follow-up task Disclosure guardrails
Open Intake Form
Real Estate real_estate_showing_agent
Real Estate Showing Agent
Captures buyer criteria, showing times, pre-approval status, and agent handoff.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Cleaning Company home_cleaning_subscription
Recurring Cleaning Subscription Agent
Converts cleaning leads into weekly, biweekly, or monthly service plans with room/bath count.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Restaurant restaurant_catering_order
Restaurant Catering Order Agent
Captures event date, guest count, menu needs, delivery, and budget.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Restaurant restaurant_catering_quote
Restaurant Catering Quote
Collects event date, headcount, menu style, dietary needs, delivery/pickup, budget, and contact.
Catering quote Dietary capture Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Restaurant / WooCommerce Ordering restaurant_order_taker
Restaurant Order Taking + Woo Total Agent
Takes restaurant orders by voice, looks up WooCommerce products, calculates a real WooCommerce total, and can create a pending WooCommerce order.
Real Woo product lookup Real Woo order total Modifiers and allergies Pickup/delivery/catering Pending Woo order creation Order confirmation email
Open Intake Form
Restaurant restaurant_reservation_agent
Restaurant Reservation Agent
Takes party size, date, time, occasion, dietary notes, and confirmation contact details.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Insurance/Home roof_insurance_claim_agent
Roof Insurance Claim Intake
Captures storm date, visible damage, insurance carrier, claim status, roof age, and inspection timing without coverage advice.
Claim intake Inspection routing No coverage advice Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Automotive rv_service_agent
RV Service Agent
Collects RV model, service need, travel status, location, warranty, and timeline.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Software saas_demo_qualifier
SaaS Demo Qualifier
Captures company size, use case, current solution, timeline, budget, stakeholders, and demo preference.
Demo qualification Stakeholder notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Beauty salon_color_consult
Salon Color Consult
Collects color goal, hair history, photos, availability, budget, and stylist preference.
Color consult Photo request Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Finance sba_prequal_agent
SBA Pre-Qual Agent
Captures loan purpose, amount, collateral, revenue, DSCR basics, owner credit band, and timeline without approval promise.
SBA prescreen No approval promise Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Education scholarship_match_agent
Scholarship Match Agent
Collects grade level, GPA range, interests, deadlines, and essay readiness.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Security school_security_assessment
School Security Assessment
Captures campus size, access points, incident concerns, visitor process, patrol needs, and assessment schedule.
School assessment No emergency handling Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Security security_camera_install
Security Camera Install Agent
Qualifies property type, camera count, wiring needs, remote viewing, and install urgency.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Security Company security_company
Security Company Intake Agent
Qualifies guard, patrol, camera, alarm, event, and site security requests with urgency routing.
Immediate danger screening Site risk intake Guard/patrol/camera qualification Coverage schedule capture Procurement notes Urgent staff escalation
Open Intake Form
Security security_patrol_quote
Security Patrol Quote Agent
Captures patrol locations, schedule, risk level, access instructions, and quote needs.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Marketing seo_audit_agent
SEO Audit Agent
Collects website URL, target markets, current traffic, competitors, goals, and audit consent.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Home Services septic_service_agent
Septic Service Agent
Captures tank type, last pump date, backup issues, property access, household size, and emergency status.
Septic triage Emergency flag Access notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Home Tech smart_home_agent
Smart Home Consultation
Captures devices needed, Wi-Fi setup, security/camera goals, rooms, budget, and preferred platform.
Smart home planning Device list Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Property Services snow_removal_contract
Snow Removal Contract Agent
Collects property type, lot size, sidewalks, salting needs, frequency, season terms, and billing contact.
Seasonal contract Commercial routing Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
SaaS software_demo_agent
Software Demo Booking Agent
Captures product interest, team size, pain point, integrations, budget, and demo slot.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Energy solar_sales
Solar Sales Qualifier
Qualifies homeowner status, power bill, roof type, shade, credit comfort, and appointment readiness.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Events speaker_booking_agent
Speaker Booking Agent
Captures event type, audience size, topic, date, budget, travel, and decision-maker contact.
Speaker booking Event details Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Customer Support subscription_retention_agent
Subscription Retention Agent
Captures account email, cancellation reason, plan, usage, and save-offer fit.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Beauty/Art tattoo_consult_agent
Tattoo Consult Agent
Captures design idea, placement, size, references, budget, availability, and artist preference.
Tattoo consult Reference request Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Creative Services tattoo_consultation_agent
Tattoo Consultation Agent
Captures concept, placement, size, references, budget, and consultation readiness.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Tax tax_resolution_agent
Tax Resolution Agent
Collects tax years owed, notice type, balance estimate, wage levy status, and document readiness.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Tax tax_resolution_intake
Tax Resolution Intake
Captures IRS/state notice details and tax-resolution consultation needs.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Healthcare telehealth_prescreen
Telehealth Prescreen Agent
Collects non-emergency reason, state, provider type, availability, and consent for staff review.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Healthcare Admin therapy_admin_router
Therapy Office Admin Router
Collects non-crisis appointment needs, insurance, provider preference, availability, and consent without therapy advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Healthcare therapy_practice_intake
Therapy Practice Intake
Collects service type, availability, insurance/private-pay, contact, and fit notes while avoiding clinical advice.
Therapy intake No crisis counseling Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Automotive tire_service_agent
Tire Service Agent
Collects vehicle, tire size, issue, preferred brand, mobile/in-shop preference, and appointment time.
Tire quote Appointment booking Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Automotive tire_shop_service_agent
Tire Shop Service Agent
Captures tire size, vehicle, service need, urgency, and appointment time.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Business Services trademark_prescreen_agent
Trademark Prescreen Agent
Collects mark name, goods/services, first use date, logo status, and clearance question without legal advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Education training_course_enrollment
Training Course Enrollment
Qualifies learners, course goals, schedule, and enrollment documents.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Travel travel_itinerary_agent
Travel Itinerary Intake
Captures destination, dates, travelers, budget, style, documents, and must-have experiences.
Trip planning Preference capture Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Outdoor Services tree_service
Tree Service Agent
Captures tree removal, trimming, hazard, storm damage, property access, and estimate needs.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Tree Service tree_service_emergency
Tree Service Emergency
Screens fallen limbs, blocked driveway, powerline proximity, property damage, photos, and emergency crew need.
Emergency tree routing Photo request Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Education tutoring_intake_agent
Tutoring Intake Agent
Collects grade, subject, goals, schedule, parent info, and assessment needs.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Education tutoring_match_agent
Tutoring Match Agent
Captures subject, grade, goals, availability, learning concerns, parent contact, and urgency.
Tutor matching Parent follow-up Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Scheduling appointment_setter
Universal Appointment Setter
Books consultations by verifying contact details, reason, preferred time, timezone, and reminder consent.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Healthcare urgent_care_intake
Urgent Care Intake Assistant
Captures symptoms, onset, age range, insurance, appointment preference, and emergency red flags with emergency escalation language.
Urgent care intake Emergency escalation Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Veteran Support va_nexus_letter_intake
VA Nexus Letter Intake Agent
Collects condition, service event, medical provider, records readiness, and exam history without medical advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Operations vendor_onboarding
Vendor Onboarding Agent
Collects vendor contact, services, insurance, W9, pricing, service area, and compliance documents.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Operations vendor_onboarding_agent
Vendor Onboarding Agent
Collects vendor type, services, insurance/W9 status, service area, pricing, and compliance documents.
Vendor onboarding Compliance docs Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Veteran Support veteran_appeals_router
Veteran Appeals Router
Collects decision date, issue, evidence status, deadlines, and VSO/attorney status without legal advice.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Veteran Benefits Assistant veteran_benefits
Veteran Benefits Assistant
Guides VA benefits intake, evidence checklist, exam prep, appeal status, and staff escalation notes.
Claim stage intake Evidence checklist Exam prep questions Deadline capture Representative notes Crisis-safe escalation language
Open Intake Form
Veteran Benefits veteran_claims_prescreen
Veteran Claims Prescreen Agent
Collects claim goals, service era, evidence checklist, and VSO handoff details.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Veteran Benefits veteran_disability_prescreen
Veteran Disability Prescreen
Collects branch, service era, claimed conditions, records status, current rating, deadline, and referral needs without legal advice.
VA prescreen Records checklist Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Pet Healthcare veterinary_triage_agent
Veterinary Triage Intake
Collects pet symptoms, onset, species/breed, age, appointment preference, and emergency red flags without diagnosis.
Vet intake Emergency escalation Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Media video_production_quote
Video Production Quote
Captures video type, location, shoot date, deliverables, length, revisions, budget, and deadline.
Production quote Deliverable list Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Media video_production_quote_agent
Video Production Quote Agent
Captures project type, locations, deliverables, timeline, budget, and examples.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Veteran Benefits vso_appointment_agent
VSO Appointment Agent
Captures veteran contact, claim stage, documents available, urgency, preferred VSO office, and appointment timing.
VSO routing Document prep Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Cleaning warehouse_cleaning_agent
Warehouse Cleaning Agent
Screens floor area, equipment, high dust zones, loading areas, shifts, and safety requirements.
Warehouse bid Safety notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Customer Support warranty_claim_agent
Warranty Claim Agent
Collects product, purchase date, issue, serial number, photos, and replacement/repair preference.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Restoration water_damage_emergency
Water Damage Emergency
Prioritizes active leaks, flood source, affected rooms, safety issues, insurance details, and emergency dispatch needs.
Emergency priority Insurance intake Safety flag Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file
Open Intake Form
Emergency Restoration water_damage_restoration
Water Damage Restoration Agent
Captures water damage details, insurance status, property access, urgency, and dispatch readiness.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Agency web_design_discovery
Web Design Discovery
Collects business type, current site, page needs, functionality, timeline, budget, and content readiness.
Web discovery Scope capture Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Web Services web_design_lead
Web Design Project Agent
Captures website goals, pages, features, content readiness, budget, and launch date.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Events wedding_dj_agent
Wedding DJ Booking Agent
Collects wedding date, venue, guest count, music style, ceremony needs, and package interest.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form
Events wedding_planner_intake
Wedding Planner Intake Agent
Collects date, venue, guest count, style, budget, and vendor needs.
Realtime voice intake Full visible system prompt Contact spelling verification Agent-specific question sequence Submission metadata cards JSON/CSV service file One-time interview-result email Daily digest compatible
Open Intake Form
Events wedding_venue_agent
Wedding Venue Intake
Collects date, guest count, budget, ceremony/reception needs, catering preference, and tour timing.
Venue lead Tour booking Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Home Services well_water_service_agent
Well Water Service Agent
Collects water pressure, pump status, testing needs, property location, filtration concerns, and urgency.
Well service intake Water testing notes Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Coaching wellness_coach_intake
Wellness Coach Intake Agent
Collects goals, habits, constraints, and consultation readiness.
Full voice intake Contact spelling verification One-question-at-a-time flow Transcript and metadata save JSON/CSV export One-time confirmation email Admin handoff packet
Open Intake Form
Home Improvement window_replacement
Window Replacement Agent
Collects window count, style, frame material, energy goals, and estimate appointment.
Realtime voice interview Visible form fill Contact spelling verification One-time save and confirmation Duplicate tool-call lock JSON/CSV export Daily digest ready Client-site embeddable
Open Intake Form
Education/Nonprofit youth_program_enrollment
Youth Program Enrollment
Captures student info, guardian contact, age, program interest, schedule, emergency contact, and consent status.
Enrollment intake Consent tracking Realtime voice interview Visible form fill Verified contact spelling Transcript saving JSON/CSV service file One-time result email
Open Intake Form
Sports youth_sports_registration
Youth Sports Registration Agent
Collects sport, child age, experience, parent contact, schedule, and uniform needs.
Realtime voice interview Visible form fill Name/email/phone spelling verification Transcript saving JSON/CSV service file One-time result email Daily digest support Cost and retail estimate
Open Intake Form