Intake Channel
Customers use a web chat, form, or email alias. The connected workflow opens the approved intake sequence.
AI Intake System
AI receptionist and intake assistant for cleaner front-end operations.
Capture inbound questions, qualify requests, summarize context, route the next step, and reduce front-desk drag without losing the human approval points that matter.
What This System Does
An AI receptionist captures inquiries from connected channels, asks approved qualification questions, summarizes the context, and routes the next step while a human controls actions that book, charge, or commit.
It is built for clinics, professional services, home services, and operators where a real person spends hours each day on repetitive intake before any value-creating work happens. The system removes that drag without removing the judgment a customer interaction requires.
Best Fit
For operators who need better intake without hiring another coordinator.
If a coordinator or owner repeats the same answers, collects the same fields, and routes the same requests, the assistant can handle approved intake steps and send the rest to a person.
System Includes
- Web chat, form, or email intake channel
- AI-assisted qualification questions tuned to your business
- Structured summaries delivered to staff or owner
- CRM contact creation and stage update
- Human approval points for booking, charging, or committing
- Escalation rules for edge cases and outside-scope requests
- Knowledge-base answers for common questions (hours, pricing, location, services)
- Data handling and retention controls scoped to the business and sector
How It Works Under the Hood
Five components, one workflow.
Qualification Logic
Structured questions tuned to your business: what they need, when they need it, budget if relevant, fit signals. Questions adapt based on prior answers.
Knowledge Layer
The AI answers common questions (hours, services, pricing ranges, location) directly from your structured knowledge base. It does not improvise on anything outside scope.
Summary and Routing
Every conversation produces a clean summary delivered to the right person with full context. Routing rules send dental requests to the dental team, billing questions to admin, and so on.
Human Approval Points
Booking, charging, prescribing, or committing to anything requires explicit human approval. The AI prepares everything for the human to confirm. Speed without losing the judgment layer.
Measurement Plan
Use your intake data to evaluate the workflow.
Baseline
Record inquiry volume, staff handling time, response time, escalation rate, booking rate, and errors.
Measure
Track completed intakes, human handoffs, unresolved questions, corrections, bookings, and staff time.
Decide
Compare observed handling time and completed next steps with the monthly system cost and quality threshold.
Delivery Plan
Three build phases.
Define Intake Rules
Map what AI can answer, what it must collect, and what requires human review. Document edge cases, escalation triggers, and outside-scope handling.
Build Assistant Workflow
Connect intake channel, knowledge source, structured fields, summaries, and routing. Train on your specific business voice and FAQs.
Test And Govern
QA edge cases, approval points, handoffs, escalation, and reporting before launch. Run a 30-day governance review to tune accuracy and tone.
Questions
What owners ask before they sign off.
Will it sound like our business?
We build from an approved intake script, your business voice, a controlled knowledge source, and explicit escalation rules. Testing checks tone, unsupported answers, and handoffs before launch.
Where does the human stay in the loop?
Each build defines approval points. The AI captures and qualifies, while a human approves actions that book, charge, prescribe, or commit the business.
Can it handle voice calls or chat?
Chat, form, and email intake are the standard build. Voice can be scoped in Apex after the written intake workflow passes testing. Channel choice depends on your inquiry mix and customer needs.
What about HIPAA, PIPEDA, and privacy?
The Edge Audit maps the data, storage, access, retention, vendors, and approval points. Regulated or sensitive deployments require business approval and the specialist review that applies to the sector. Tempered Edge does not claim legal compliance from software configuration alone.
What does it cost and how is the result measured?
Chat and form intake start in Temper at $799 per month. Voice or a custom build can sit in Apex starting at $1,499 per month. Final pricing is based on scope and confirmed in writing. We compare staff time, completed next steps, and quality with the pre-launch baseline.
Next Step