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Intakes

Intakes

  • In progress

    • The Intake module allows users to quickly and efficiently create bots that collect structured information through a series of predefined questions. It provides an easy-to-use interface for defining user prompts, data points, and question dependencies, ensuring that all required information is gathered seamlessly.

    Create an Intake

    Steps to create an intake:

    • Navigate to Intakes under Intake menu.

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    • Click on New Intake button.

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    • Now provide the Title, Description and Introduction message for the intake. And you can also configure the Bot Personality from the list of available options.

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    Managing Questions in an Intake

    You can add questions to the existing intake or new intake just by clicking on Add Question. By Clicking on ^ button, you can view and modify the question details.

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    You can then enter the Question Text that will be displayed to the user. Additional configuration options are available such as, marking the question as optional. If the question is required then check the Check if this question is required checkbox.

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    If you have already added 10 questions to your intake and want to insert a new question between questions 5 and 6, navigate to question 5 and click on Add a Question Under Question 5. This will allow you to add a new question in the desired position without disrupting the existing sequence.

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    Configuring Data Points

    Data points act as sub-questions that help the main question gather more specific details. Each data point provides context or an attribute related to the main question, guiding follow-up questions and refining the information collected.

    You can fill in the details such as the Data Point and Description. In the Data Point field, specify the identifier or name for the data you want to collect. In the Description field, provide an explanation of what kind of information is expected.

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    You can configure as many data points as needed under each question.

    Testing an Intake

    To test the created intake, follow Step 2 and Step 3 of the Custom Agent Tutorial 2 .