Your Client Intake Just Got Smarter—AI Now Handles Calls, Texts, Emails, and More
Manual Intake Is Out. Smart AI Intake Is In.
Your intake process is your business’s front door—and for too long, it’s been slowing you down.
Whether you’re running a law firm, medspa, real estate team, or professional services business, chances are your team is still stuck doing one (or more) of these:
Manually answering every call
Sending reminder texts by hand
Following up with intake forms via email
Losing leads due to voicemail or no replies
Struggling to keep track of every conversation across channels
That’s no longer necessary. Now, with AI Support Agents from Vix, you can automate your entire intake workflow—across voice, email, SMS, and chat—all from one easy-to-use platform.
And the best part? It’s 100% no-code.
Let’s Break Down Exactly What AI Can Handle for You
Here’s how each AI Agent built in the Vix UI transforms your intake process—step by step.
1. AI Agent for Voice: Your 24/7 Receptionist That Never Misses a Call
Answers every incoming call instantly with a branded, professional greeting that reflects your business voice.
Screens and qualifies leads on the spot by asking custom intake questions (e.g. “What legal matter are you calling about?” or “What service are you interested in?”).
Captures and stores caller info, then sends it directly to your CRM, intake dashboard, or shared inbox.
Routes urgent calls to staff or schedules follow-up calls automatically based on your availability.
Eliminates voicemail dependence, ensuring no call or client is ever missed—even after hours.
2. AI Agent for SMS: Smart Text Conversations That Increase Show Rates
Sends automated confirmation texts after bookings or inquiries, giving clients peace of mind that they’re on your calendar.
Delivers timed reminders to reduce no-shows—24 hours, 1 hour, or any custom window before an appointment.
Offers one-tap rescheduling, cancellations, or confirmations, freeing up your team from back-and-forth logistics.
Responds to FAQs instantly (e.g., “What’s your address?”, “Do you offer payment plans?”) using pre-programmed logic.
Reactivates cold leads by following up with clients who didn’t book or finish an intake form the first time.
3. AI Agent for Email: Automated, Personalized, and Always On Time
Sends welcome emails immediately after a lead submits a form, makes a call, or books a consult—customized by service or department.
Includes digital intake forms, welcome packets, and prep instructions, reducing delays and confusion.
Triggers post-appointment follow-ups, thank-you notes, or reminders to sign agreements automatically.
Personalizes responses based on lead type, using segmentation (e.g. injury vs. family law vs. business consulting) to deliver more relevant content.
Eliminates manual sending, freeing up your front desk or marketing coordinator for higher-level work.
4. AI Chatbot Support: Convert More Website Visitors Into Booked Clients
Instantly greets every site visitor with a helpful, branded message—no wait, no delay.
Answers questions in real time, such as pricing, availability, types of cases handled, or hours of operation.
Captures lead information like name, phone number, email, and case type, then sends it to your CRM or notifies your team.
Pushes visitors directly to booking, offering calendar availability and confirming consults automatically.
Available 24/7, even when your team is off the clock, on lunch break, or busy with clients.
5. Unified No-Code Platform: Manage Everything in One Place—Without Devs
Build custom workflows using drag-and-drop tools—no coding, scripting, or dev team required.
Launch new agents in under an hour, whether for voice, SMS, chat, or email.
Update messages, scripts, and logic instantly with zero downtime.
Monitor all channels (calls, emails, texts, chats) from one unified dashboard.
Get real-time reporting on bookings, response rates, missed leads, and conversation volume.
Why Businesses Are Choosing Vix for Intake Automation
Easy to deploy AI Agent—no tech background needed
Affordable plans tailored for AI support for SMBs
Built-in templates for law firms, medspas, agencies, and other service businesses
100% no-code setup—your office manager can run it
Automates across voice, email, SMS, and chatbot channels seamlessly
Real Results: What Vix Clients Are Reporting
2–3x increase in booked appointments
70% reduction in missed calls and voicemails
50%+ time saved on admin and follow-up
Higher client satisfaction from faster, smarter communication
Fewer no-shows and better conversion rates across the board
Stop Chasing Leads. Let AI Handle the Intake for You.
Your clients expect fast responses, easy booking, and professional communication. If your team can’t provide it instantly, AI can.
With Vix, you get everything you need to build a high-performing, automated intake system—without adding complexity or overhead.
Contact Vix today to talk to a rep and launch your first AI Support Agent.
Calls. Texts. Emails. Chat. All handled. No code required.
