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Platform · Intake Forms

Take every new caller's details, your way.

Give your AI receptionist the questions you need answered, such as a new-client intake, a quote request or a job booking. It asks them as a natural conversation, checks the details that matter with the caller, and sends your team the answers in one message or saves them as a booking.

A step in your call workflow
See Plans and PricingSee How It Works

Set up in the workflow editor · No code · One message to your team

Intake answers sent to your team

The short answer

What is a Frontly intake form?

A Frontly intake form is a list of questions your AI receptionist asks callers, such as a new-client intake, a quote request or a job booking. You set the questions in the workflow editor and choose which are required and which answers are read back to confirm. The receptionist asks them as a natural conversation, reviews the full set of answers with the caller, then sends them to your team in one message or saves them as a booking.

The problem

Details taken in a rush come back wrong

A misspelled name, a phone number with two digits swapped, a question nobody remembered to ask. When intake depends on whoever answers the phone, your team spends the next day calling people back to fill the gaps.

Frontly asks your questions the same way on every call, checks the details you choose with the caller, and hands your team a tidy set of answers, with anything unconfirmed flagged.

Required and optional questionsDetails read back to confirmAnswers reviewed with the callerOne message to your team

Your questions

Set your questions once, in plain words

List the questions in the order you want them asked, such as "Best callback number". Give each one an answer type: name, text, long answer, phone, email, date, time, number, yes or no, a choice, or an address. Add a short note on what the form is for, so the receptionist can tell callers why it is asking.

  • Set up in the workflow editor, no code
  • Eleven answer types, from names to addresses
  • A purpose note the receptionist explains to callers

Intake questions in the workflow editor

Required or optional

Required questions asked, optional ones used with judgement

Mark each question required or optional. The receptionist is designed to ask every required question. It can skip an optional one when the caller has already covered it or it does not apply, so the call stays natural and quick. Follow-up questions are asked only when an earlier answer makes them relevant, such as "Which court?" only after a caller says papers were served.

  • Required questions asked by design
  • Optional questions skipped when they are not needed
  • Follow-up questions only when an earlier answer calls for them

Required and optional questions

Read back to confirm

The details that matter, checked with the caller

Choose which answers are read back to the caller to confirm. Names are spelled back letter by letter, phone numbers are read back in groups, and emails part by part. If a detail still is not right after two tries, the receptionist notes it as the caller said it and flags it for your team, so the caller is not stuck in a loop.

  • Read back to confirm, set question by question
  • Names spelled letter by letter, numbers in groups
  • Up to two tries, then flagged for your team

A name spelled back to the caller

One final review

"Have I got all of that right?"

Before saving, the receptionist reviews the whole set of answers with the caller in one pass, so they can correct anything on the call instead of your team chasing it later.

  • The full set of answers reviewed with the caller
  • Corrections made while the caller is still on the line
  • Then the answers are saved

The answers reviewed with the caller

Straight to your team

Every answer in one tidy message, or a booking

Your team receives one message with each answer laid out as Question: Answer, with any detail that could not be confirmed clearly flagged. Or save the answers as a booking instead. The answers also appear on the call's page in your call history, next to the transcript.

  • Question: Answer layout, easy to scan
  • Unconfirmed details flagged
  • Kept with the call in your call history

One message with every answer

How it works

From your questions to your team

1

Write your questions

Add the questions, answer types and settings in the workflow editor.

2

The receptionist asks them

One question at a time, as a conversation, with follow-ups only when they are relevant.

3

Details confirmed

The answers you chose are read back, then the full set is reviewed with the caller.

4

Your team gets the answers

One message with every answer, or a booking, plus the answers on the call's page.

Envision it in your business

Intake your team can act on

The same details from every new caller, ready when your team picks them up.

Law firm new-matter intake

The caller's details and what the matter is about, with follow-ups such as which court. Your lawyers give the advice.

Clinic new-patient details

Name, date of birth, contact details and the reason for booking, ready before the first appointment.

Trades quotes and job details

The job address, what needs doing and the best time to call back, ready to quote.

Property enquiries

Which property, what the caller is after and the best way to reach them.

Any business with standard questions

If you need the same details from every new caller, set them up as a form once.

CUSTOMISE FOR YOUR INDUSTRY

The industries where it matters most

The industries where this changes the most calls, and why their phones are different.

Legal virtual receptionist

Intake is time-critical: the client who calls at 6pm instructs whoever answers first.

See the industry page

Medical answering service

Patients ring out at the front desk while staff are with someone, and rarely call back.

See the industry page

Answering service for tradies

You cannot answer a phone with your hands in a switchboard, and the caller rings the next trade on the list.

See the industry page

Property management answering service

Tenants call about maintenance and arrears all day, which is what stops property managers doing their actual job.

See the industry page

FAQ

Frequently asked questions

Yes. Frontly's AI receptionist asks your intake questions one at a time as a natural conversation, confirms the details you choose with the caller, and sends your team the answers in one message or saves them as a booking.

Yes. Each question is marked required or optional in the workflow editor. The receptionist is designed to ask every required question, and can skip an optional one when the caller has already answered it or it does not apply to them.

Skipping keeps the call natural and quick. If the caller gave the answer earlier in the conversation, or the question does not apply to them, the receptionist can move on instead of asking it anyway. Required questions are asked by design.

For any question you set to read back, the receptionist confirms the answer with the caller. Names are spelled back letter by letter, phone numbers in groups and emails part by part. After two tries, a detail that still is not right is noted as said and flagged for your team.

A caller can decline an optional question, and your team sees what they said. If a detail cannot be confirmed after two tries, the receptionist records it as the caller said it, flags it as unconfirmed and moves on, so the caller is not stuck repeating themselves.

Yes. Before saving, the receptionist reviews the whole set of answers with the caller once and asks whether it has everything right, so the caller can correct a detail on the call instead of your team chasing it later.

Frontly sends your team one message with every answer laid out as Question: Answer, with unconfirmed details flagged, or saves the answers as a booking. The answers also sit on the call's page in your call history, next to the transcript.

No. An intake form captures the caller's details and hands them to your team. The receptionist does not give legal, medical or financial advice, check eligibility or make decisions on your behalf, so your team reviews each intake before acting on it.

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