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Create structured intake entries from completed chatbot leads

Create structured intake entries from completed chatbot leads

Your chatbot transcripts bury contact and insurance details, leaving coordinators without triageable leads. Get structured summaries and intake rows so your admissions team can follow up the same day.

Create structured intake entries from completed chatbot leads

Overview

Chatbot conversations often contain contact and insurance details that never make it into your intake system, slowing follow-up. This flow converts qualifying chats into structured intake rows and emails admissions, so coordinators can triage and respond the same day.

Create structured intake entries from completed chatbot leads