Let AI Conversations Replace Your Intake Forms

Gathering client information through traditional intake forms is effective—but let’s face it, it’s also a bit outdated.  What if you could engage your customers in a dynamic, personalized conversation instead?

With HighLevel’s AI Agents, you can replace static intake forms with interactive AI conversations, making onboarding smoother and more engaging for your clients. Whether it’s over text or voice, HighLevel’s AI can handle the entire data collection process in real time.

Using HighLevel Voice AI for Intake Forms

HighLevel’s Voice AI allows you to create an AI agent that conducts intake calls just like a human assistant. Here’s how it works:

1️⃣ Go to your sub-account > AI Agents > Voice AI.

2️⃣ In the agent’s goals, switch to Advanced Mode.

3️⃣ Add a new action and choose “Update Contact Field.”

4️⃣ Specify fields like “monthly revenue” or “budget,” provide sample inputs (e.g., $10,000), name the action, and save.

Repeat this process for every field you’d normally collect in a form. The Voice AI will then prompt users for this information during a natural-sounding phone call—no typing required.

✅ Pro Tip: Tailor the AI’s prompts carefully to ensure each data point is requested correctly. Consult the Prompt Guidelines for best results.

Using HighLevel Conversation AI for Text-Based Intake

Prefer text? Conversation AI works just as seamlessly:

1️⃣ Navigate to AI Agents > Conversation AI.

2️⃣ Create a new bot and go to Bot Goals.

3️⃣ Use “Add Contact Info” to set up fields like name, email, and revenue.

4️⃣ Add a sample value, save, and repeat for each intake field.

Whether your customer prefers a call or a quick text, HighLevel’s AI agents ensure all your intake data is gathered quickly and accurately—without ever touching a form.

Why Replace Forms with AI?

• More Engaging: Conversational AI creates a personalized experience.
  

• Faster Onboarding: No need for manual data entry.
  

• Seamless Updates: Directly updates contact records in your CRM.
  

• Omnichannel: Choose between phone or SMS conversations.
  
  
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