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