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Ask callers every question your business needs.

Add a form to any workflow and list your questions. Your AI receptionist asks them as a natural conversation and saves every answer in one place for your team. Use it for a new-client intake, a quote request, a booking, or any set of questions you ask callers.

A step in any workflow
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Any workflow · Your own questions · Every answer in one place

A form asked as a natural conversation

The short answer

How does an AI receptionist ask callers custom questions?

With a Frontly form. You add a phone intake form to any workflow and list the questions you want answered, such as a new-client intake, a quote request or the details a booking needs. Your AI receptionist asks them as a natural conversation, reads back names and numbers to help get them right, and saves every answer together as a message to your team or a booking.

The problem

Every answer you need, from one simple step

Collecting a caller's details can mean building a separate step for every question. A form brings all of your questions together, so your workflow stays short, easy to read and quick to change.

List your questions once, and your AI receptionist takes care of the conversation.

Works in any workflowYour own questions, in your wordsNames and numbers read backAnswers saved as a message or booking

Your questions

Your questions, in your words

Write the questions you want answered, in the order you want them asked, and choose the kind of answer each one needs, from a name or phone number to a date, a choice or an address. Give the form a title such as "New client intake" and add it to any workflow.

  • Add a form to any workflow
  • Answer types from names to addresses
  • More than one form in a workflow when you need it

A form in the workflow editor

Natural conversation

Asked as a conversation, not a questionnaire

Your AI receptionist works through the questions naturally. It moves on when the caller has already given an answer, can pair two short questions in one turn, and asks a follow-up question only when an earlier answer makes it relevant.

  • No asking twice for what the caller already said
  • Follow-up questions only when they apply
  • Required and optional questions, your choice

Questions asked as a natural conversation

Details that matter

Names and numbers read back to the caller

Choose the answers that matter most and your receptionist reads them back: names spelled letter by letter, phone numbers in groups and emails part by part. It helps get the details right before your team picks up the phone.

  • Read-backs chosen question by question
  • Names spelled, numbers grouped
  • Anything still unclear flagged for your team

A name spelled back to the caller

Where your team works

Every answer in one place

Save the answers as one message to your team, with each answer laid out as Question: answer, or straight into a booking. Every answer is also kept with the call in your call history, next to the transcript.

  • One message, easy to scan
  • Or saved into a booking
  • Kept with the call in your call history

One message with every answer

Connected workflows

Put the answers to work

The answers do not stop at the form. A later step in your workflow can use them, and your AI receptionist keeps them in mind for the rest of the call, so callers are not asked for the same detail twice.

  • Answers used by later steps in your workflow
  • Remembered for the rest of the call

Form answers used by the next step

How it works

From your questions to your team

1

Add a form

Place it in any workflow, at the point in the call where the questions belong.

2

List your questions

Write them in your words and choose which answers are read back.

3

Your receptionist asks

One natural conversation, with follow-up questions only when they apply.

4

Your team gets the answers

Saved together as a message or a booking, and kept with the call.

Envision it in your business

Ways businesses use forms

Intake is just the start. Any set of questions you ask callers can become a form.

New-client intake

Contact details and what the caller needs, ready for your team before the first conversation.

New-patient details

Name, date of birth, contact details and the reason for the visit, ready before the appointment.

Quote requests

The job address, what needs doing and the best time to call back, ready to quote.

Bookings with the details you need

Ask what the appointment needs, then save the answers straight into a booking.

Qualifying questions

Ask the questions that tell your team which leads to call back first.

Property and service inquiries

Which property or service, what the caller is after and the best way to reach them.

Long forms, sent by text

Two key questions on the call, then a link to your online form texted to the caller's cell.

CUSTOMIZE FOR YOUR INDUSTRY

The industries where it matters most

The industries where this changes the most calls, and why their phones are different.

Legal virtual receptionist

Intake is time-critical: the client who calls at 6pm instructs whoever answers first.

See the industry page

Medical answering service

Patients ring out at the front desk while staff are with someone, and rarely call back.

See the industry page

Answering service for contractors

You cannot answer a phone with your hands in a breaker panel, and the caller dials the next contractor on the list.

See the industry page

Property management answering service

Tenants call about maintenance and arrears all day, which is what stops property managers doing their actual job.

See the industry page

FAQ

Frequently asked questions

Yes. Add a Frontly form to your workflow with your intake questions. Your AI receptionist asks them as a natural conversation, reads back the details you choose, and saves every answer as a message to your team or a booking.

Yes. You write the questions in your own words and order, and choose the kind of answer each one needs. The same feature handles a new-client intake, a quote request, the details for a booking, or any set of questions your business asks callers.

There is no fixed limit, but short forms make for the best calls. Five to ten questions is a good guide, and follow-up questions that appear only when they apply keep a longer form feeling natural to the caller.

Keep the call short and send the rest. Your AI receptionist takes the couple of details you need on the call, then texts the caller a link to your online form, or reads out its web address. A caller on a landline is asked for a cell number first. Long phone forms and spelled-out email addresses frustrate callers; a form on their screen does not.

Yes. A form is a step you can place at any point in a workflow, and one workflow can hold more than one form, such as one for new clients and another for quote requests.

It is designed not to. When the caller has already given an answer earlier in the call, your AI receptionist moves on instead of asking again, which keeps the conversation natural and quick.

For the answers you choose, your AI receptionist reads them back to the caller: names spelled letter by letter, phone numbers in groups and emails part by part. Anything that still is not clear is flagged for your team.

You choose: one message to your team with every answer laid out as Question: answer, or a booking with the answers in its notes. Every answer is also kept with the call in your call history, and a later step in your workflow can use them.

Yes. A question can depend on an earlier yes-or-no or choice answer, so the caller hears it only when it is relevant, such as asking which court only after the caller says papers were served.

HEAR IT FOR YOURSELF

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