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Customer Agent

Intake form replacement — pre-visit context capture

Replaces static intake forms with a conversational pre-visit exchange that captures sensitivities and goals, surfacing them to the practitioner before the session begins.

Rohan Krishnan — Product Manager, Klaviyo
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Before a customer's appointment, send a conversational intake message asking relevant pre-visit questions — health conditions, sensitivities, contraindications, and what they are hoping to address in the session. Keep the conversation friendly and brief — no more than three to four questions. Write all responses to the customer profile and surface them to the practitioner via {booking_system} before the appointment. For returning customers, reference prior intake responses and only ask about changes.
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  • booking_systemYour appointment or reservation booking system

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