> ## Documentation Index
> Fetch the complete documentation index at: https://support.amplify.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Intake

> Collect structured client information using AI-generated questions and voice-based sessions.

## Overview

AI Intake helps you gather high-quality client information through **AI-powered voice conversations**.

Instead of static forms, you can:

* Generate smart, contextual questions
* Customize them before sending
* Run voice-based sessions with AI Agents
* Review structured insights afterward

This creates a faster, more engaging, and scalable intake process.

***

## How AI Generates Questions

AI questions are dynamically generated using:

* **Template structure** (baseline questions)
* **Contact record** (e.g., patient/client data)
* **Session objective**
* **Guidelines** you define while creating the session

<Info>
  This ensures every session is personalized and context-aware.
</Info>

***

## Session Types

### Individual Session

* Linked to a **specific contact**
* Uses that contact’s data as input
* Ideal for:
  * Patient intake
  * Client onboarding
  * 1:1 consultations

    <Tip>
      Use individual sessions for 1:1 personalised intakes
    </Tip>

***

### Open Link Session

* Shareable link for **multiple participants**
* No pre-attached contact required
* Ideal for:
  * Surveys
  * Feedback collection
  * Research interviews

***

## How It Works

### 1. Create a Template

Templates define your intake structure.

* Add a **name**
* Define the **objective**
* Set **question count & duration**
* Assign an **AI Agent**

AI generates base questions that you can refine.

***

### 2. Customize Questions

* Edit wording for clarity
* Adjust **depth** (Low, Medium, High)
* Add or remove questions

***

### 3. Configure AI Agent

Control how your AI interacts:

* Empathy
* Rapport
* Exploration
* Speed
* Voice

***

### 4. Create a Session

* Select a template
* Add **contact (for individual sessions)**
* Define **objective & guidelines**
* Review AI-generated questions
* Send session invite

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### 5. Client Completes Session

The AI Agent:

* Conducts a voice conversation
* Asks structured questions
* Adapts naturally to responses

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### 6. Review Responses

* Data is stored **session-wise**
* Responses are structured and easy to review
* Accessible anytime

***

## Benefits

### Faster Intake

Reduce manual effort and repetitive workflows.

### Better Responses

Voice interaction leads to more detailed, natural answers.

### Personalized Experience

Every session adapts to the client and context.

### Scalable Workflows

Run multiple sessions without extra overhead.

### Organized Data

All responses are structured and easy to access.

***

## FAQs

<AccordionGroup>
  <Accordion title="How are questions generated?">
    AI combines your template, session objective, guidelines, and (for individual sessions) contact data to generate relevant questions.
  </Accordion>

  <Accordion title="What is the difference between Individual and Open Link sessions?">
    **Individual sessions** are tied to a specific contact and use their data.\
    **Open link sessions** can be shared with multiple participants and are not tied to a single record.
  </Accordion>

  <Accordion title="Can I edit AI-generated questions?">
    Yes. You can modify, add, or remove questions before sending the session.
  </Accordion>

  <Accordion title="Can I reuse templates?">
    Yes. Templates are reusable and help standardize your workflows.
  </Accordion>

  <Accordion title="What does the client experience look like?">
    Clients join via a link and interact with an AI Agent through a voice conversation.
  </Accordion>

  <Accordion title="Where is the data stored?">
    All responses are stored per session and can be accessed anytime.
  </Accordion>

  <Accordion title="Is this better than forms?">
    For most use cases, yes. Voice-based intake improves engagement, completion rates, and response quality.
  </Accordion>
</AccordionGroup>

***