AI employee role

Structured intake without a rushed front desk.

A detail-oriented employee designed for professional and healthcare environments where the first conversation must collect the right information and preserve clear boundaries.

Hire this employee →Book a demo
IN
Agentlivo employee

AI Intake Specialist

Trained on your company · Human escalation · Activity history

Ready for pilot
Primary responsibilities

Give the role a clear job description.

Agentlivo keeps the employee focused on approved responsibilities and sends anything outside those boundaries to the appropriate person.

  • ✓Collect structured intake details
  • ✓Screen by practice or service area
  • ✓Ask approved qualification questions
  • ✓Schedule consultations
  • ✓Send document reminders
  • ✓Route urgent or sensitive requests
Complete intakeMeasured in your dashboard
Fewer callbacksMeasured in your dashboard
Consistent screeningMeasured in your dashboard
Faster consultation bookingMeasured in your dashboard
Simple launch sequence

From selected to working in four steps.

1

Tell us about the business

Services, hours, service area and important policies.

2

Choose skills

Select exactly what this employee should be allowed to do.

3

Connect tools

Phone, calendar and CRM access are added with minimum permissions.

4

Start a controlled pilot

Review real conversations before expanding coverage.

Ready when you are

Put an AI Intake Specialist on your team.

Start with a focused pilot, review every result and expand the employee only when the workflow is proven.

Get started →Book a demo