Intake and handoffs guides

AI intake is the collection of agreed customer details before an appointment or a team callback, using questions defined by the business.

Which details should an AI front desk collect?

Collect only the details your team needs for the next step. Agree the questions, consent wording, access and retention requirements first. Keep sensitive or specialist decisions with the people responsible for them.

What is a good intake question list?

A good intake list asks only for details your team needs for the next step.

Typical items are name, contact number, reason for contact and preferred time.

Remove any question your team never uses, because each extra question slows the customer down.

When should the AI hand off to a person?

Hand off urgent requests, complaints and anything that needs a professional judgement.

Agree who receives each handoff and how quickly they should respond.

Sensitive or specialist decisions stay with the people responsible for them, not the AI.

How much does an AI front desk cost with ilna?

ilna AI plans start at $149 USD per month for the Entry plan.

Entry includes 200 voice minutes and 1,000 messages each month for one location.

Growth costs $229 USD per month and includes 400 minutes and 2,000 messages.

Complete costs $299 USD per month and includes 600 minutes and 5,000 messages.

Extra usage is billed at $0.40 per minute and $0.03 per message.

How do you test it before launch?

Open the live demo at signup.ilna.ai and speak with the AI yourself.

Your own business setup is configured separately from that public demo.

Before launch, test a normal request, an urgent request and a question the AI should not answer.

Check that each test reaches the right person on your team with the right details.

AI front desk pricing and usage allowances