Join Intake combines AI voice, structured data capture, smart routing, live transfer, appointment scheduling, and email notifications into one product — so your team handles fewer interruptions and zero missed leads.
Your AI receptionist picks up every call on the first ring — mornings, nights, weekends, and holidays. No voicemail. No missed leads. The moment a caller dials your number, they hear a professional greeting.
There is no hold music, no ringing forever. The AI answers in under one second so callers never feel ignored. First impressions matter — and this one is always on.
Powered by the best-in-class TTS voices, your receptionist sounds warm and professional — not robotic. Callers often don't realise they're talking to an AI until you tell them.
The AI captures caller name, company, callback number, reason for calling, and department intent — every time. No note-taking required. Data is saved as clean structured fields you can act on.
The AI understands whether a caller needs service, sales, billing, support, or something else — and uses that to route correctly. No menu trees. No press-1-for-X frustration.
Emergency situations get flagged immediately. Urgent calls are surfaced at the top of your dashboard and trigger instant email alerts so the right person can act fast.
Every call produces a full transcript and recording, accessible from your dashboard. Recordings are served securely — the raw audio URL never leaves our servers.
Configure as many departments as your business needs — service, sales, billing, tech support, dispatch, or custom ones. Each department has its own transfer number, extension, and notification email.
When a caller asks for a person, is frustrated, or the situation calls for a human, the AI hands off the live call instantly — with context. Your team knows who's calling and why before they say hello.
Outside business hours? The AI takes a complete message — name, callback number, and reason — and logs it in your dashboard. Nothing gets lost.
Your team can schedule appointments directly from any call record — date, time, department, duration, and contact details are pre-filled. Conflict checking ensures no double-booking.
Automatic reminder emails fire 15 minutes before every appointment — to the right department contact. Powered by a background cron job, no manual setup needed.
Edit, reschedule, hold, cancel, or delete any appointment. Status transitions send notification emails automatically. Your dashboard shows upcoming and past appointments at a glance.
When an appointment is created, notification emails fire immediately to every matching department contact. Includes all details: title, time, duration, department, caller contact info, and notes.
When an appointment is cancelled, the relevant department contacts are notified automatically — so no one shows up for a ghost appointment.
Each department line has its own notification email. Service dispatch emails go to dispatch. Sales emails go to sales. Billing emails go to accounts. Fully configurable.
Every call lands in your dashboard immediately. Stats at a glance: total calls, urgent calls, transferred calls, and upcoming appointments. Table view with search and filtering.
Join Intake is built multi-tenant from day one. If you manage multiple locations or resell to other businesses, each customer gets their own isolated view, their own calls, their own appointments.
Admins see everything across all customers. Customer users see only their own organisation's data. Enforced at the database level with row-level security — not just UI guards.
Start from a pre-built template for your industry — copier dealers, dental, HVAC, law firms, real estate, auto dealerships. Each template includes the right departments, intake questions, and routing logic.
Upload your business FAQ, pricing notes, hours, or any other text. The AI reads it and uses it to answer common questions naturally — without hallucinating or guessing.
Business name, greeting, departments, transfer destinations, and knowledge base are all customised per customer. One template engine, unlimited businesses.
vs. a traditional answering service and handling calls yourself.
| Feature | Join Intake | Traditional service | DIY |
|---|---|---|---|
| Answers calls 24/7 | ✓ | — | — |
| Sub-second pickup | ✓ | — | — |
| Structured data on every call | ✓ | — | — |
| Department routing by intent | ✓ | ✓ | — |
| Live call transfer | ✓ | ✓ | ✓ |
| Call transcripts & recordings | ✓ | — | — |
| Appointment scheduling | ✓ | — | — |
| Email alerts per department | ✓ | — | — |
| No per-minute billing | ✓ | — | ✓ |
| Live in days | ✓ | — | — |
Pick an industry template, forward your number, and go live in days.