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Advanced Features
15 minutes
Configuring Information Collection Forms
Set up automated information collection during calls. Your AI will gather specific details based on call type and store them in your CRM. Information Types: Contact details, Service preferences, Insurance information, Property details, Medical history, Custom fields
Step-by-Step Instructions
1
Access Workflows > Intake Forms
2
Create form template
3
Add fields and validation rules
4
Set required vs optional fields
5
Configure when form triggers
6
Map to CRM fields
7
Test collection flow
8
Review submitted forms
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