Vertical workflows built for real inbound operations
Intellectiva adapts to your business model, service catalog, and escalation structure with industry-specific playbooks.
Designed for appointment-driven and intake-heavy teams
Each vertical template ships with specialized qualification logic, scripting guardrails, and routing rules.
Dental Clinics
Pain Points
- New patient calls missed during chair-side rush
- Frequent reschedule/cancellation volume
- Repetitive insurance and preparation questions
What Intellectiva Automates
- New patient intake qualification
- Cleaning/exam booking and rescheduling
- Policy FAQs and prep reminders
Expected Outcomes
- Higher chair utilization
- Reduced no-shows through consistent confirmations
- Lower admin burden for treatment coordinators
Mini Workflow Example
Step 1
Caller asks for cleaning
Step 2
AI verifies patient type + preferred time
Step 3
AI books next available slot and confirms details
Med Spas
Pain Points
- High inquiry volume about treatments and pricing
- Leads not followed quickly after first call
- Front desk split between in-person and phone
What Intellectiva Automates
- Treatment-intent capture and qualification
- Consultation booking and reminder workflows
- FAQ handling for packages and prep
Expected Outcomes
- More consults booked from inbound calls
- Faster lead response window
- Improved staff focus on in-clinic guests
Mini Workflow Example
Step 1
Caller asks about laser treatment
Step 2
AI qualifies treatment interest + timeline
Step 3
AI schedules consultation and sends follow-up
Home Services
Pain Points
- After-hours calls and weekend lead loss
- Dispatch teams interrupted by repetitive intake
- Slow follow-up on high-intent emergency calls
What Intellectiva Automates
- Service request intake and geo qualification
- Urgency triage and job type classification
- Dispatch escalation for emergency requests
Expected Outcomes
- More booked estimates
- Improved response SLA
- Cleaner job pipeline for dispatch
Mini Workflow Example
Step 1
Caller reports AC outage
Step 2
AI captures address, urgency, and issue details
Step 3
AI creates dispatch escalation with priority status
Legal Intake Firms
Pain Points
- Potential clients call after-hours and churn
- Intake specialists overloaded with low-fit inquiries
- Poor handoff context to attorneys
What Intellectiva Automates
- Case type qualification
- Conflict-check pre-intake questions
- Urgent case escalation with structured notes
Expected Outcomes
- Higher quality intake queue
- Faster first response for urgent matters
- Less administrative overhead for legal staff
Mini Workflow Example
Step 1
Caller describes case
Step 2
AI gathers incident timeline and key facts
Step 3
AI routes qualified matter to intake specialist
Property & Service Businesses
Pain Points
- Leasing and service requests mixed on one line
- Repeated questions about availability and policies
- Manual logging of inbound requests
What Intellectiva Automates
- Intent routing for leasing vs maintenance
- Availability and policy FAQs
- Ticket creation and escalation workflows
Expected Outcomes
- Faster turnaround on service requests
- Better lead routing
- Operational visibility across locations
Mini Workflow Example
Step 1
Caller asks about unit availability
Step 2
AI captures move-in timeline and budget
Step 3
AI books leasing callback and logs opportunity
Ready to stop losing high-intent calls?
Intellectiva turns every inbound call into a completed workflow. Get a tailored pilot plan for your business in under 30 minutes.