How to create an Intake Form
Step 1: Click Automations from the side navigation
Step 2: Click Create New button
Step 3: Give your intake form a name
Step 4: Click Next button
Step 5: Enter your prompt, then click the Generate with A.I. button
Step 6: Click on any question to make edits or add additional, then click the next button
Step 7: Click the Skip button to skip creating follow ups. Click here to learn more about follow ups
Step 8: Click the Preview button