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Intake questions by type of call

Ask the right questions for each kind of caller.

On Growth and up. Different calls need different questions. You set a short list of questions for each type of call, and the answers are saved with the call.

  • Types: emergency, repair, new install and job applicant.
  • Open Call rules in your dashboard. After a call, "See what callers answered" shows the answers, and you can download them as a CSV.
  • Keep each list short. A caller is more likely to stay on the line for three questions than ten.

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