Intake Form
Intake Form
Collect guest information before meetings.
Default Fields
Standard intake includes:
- Name (required)
- Email (required)
- Company (optional)
Custom Fields
Add your own questions:
- Text fields
- Dropdowns
- Checkboxes
Configure in Personal Link settings.
Data Usage
Responses are:
- Available in transcript
- Used by AI in conversation
- Stored with meeting record
Questions? Contact hello@buzztrail.ai for assistance.