247CaseCapture.com AI Intake Assistant • Onboarding

Step 1/4 • ~3 min

Set Up Your AI Intake Assistant

Complete a few quick details. The system will use this information to answer calls, capture details, and send summaries based on your industry.

Step 1 — Business Profile

Basic details to personalize your AI.

Business Name

Industry

Step 2 fields will adapt based on the industry you select.

Business Phone

Business Email

Website

Business Location

Service Area

Step 2 — Services

Select your primary objective and add industry-specific details.

Primary Goal

Home Services Details

Services (comma separated)

Emergency Service?

Average Job Value

Typical availability

Medical / Clinic Details

Appointment Types

Insurance accepted?

Doctor / Provider names

Booking policy

Legal Details

Practice Areas

Free consultation?

Important disclaimer (optional)

Automotive Details

Services (comma separated)

Booking method

Car makes supported

Estimate policy

Real Estate Details

Property types

Coverage area

Typical budget range

Viewing process

Insurance Details

Insurance types

Carriers / partners

Qualification rule

Follow-up preference

Restaurant Details

Services (comma separated)

Accept reservations?

Cuisine type

Average ticket size

Other Industry Details

Business Type

Services (comma separated)

Booking / inquiry type

Notes

Step 3 — Call Handling Rules

Your AI captures details and schedules a callback after hours.

Business Hours

You can edit this suggestion.

After-hours handling

Emergency Rule

Emergency number to provide (optional)

Required only if “Provide emergency number” is selected.

Details to capture on every call

You can customize this (comma separated).

Step 4 — CRM Connection

Optional. If you don’t have a CRM yet, choose “None”.

CRM Platform

Notification Email (optional)

CRM Name

Review (auto-generated)

This is the onboarding summary to store in your database or CRM.

✅ Ready to Activate

Note: This is an HTML demo. For production, connect form submission to your backend and automation (CRM provisioning).

Status

This onboarding adapts to your industry. Select your industry first and the fields will update automatically.

Progress 0%

Industry —

Complete business profile

Configure services

Set call handling rules

Connect CRM (optional)

Tip: For higher conversions, send users here immediately after the Stripe success page.

Create Your Free Account