Getting Started with Tellop: AI-Powered Client Intake

What is Tellop?

Tellop is an AI-powered front-desk assistant that automates client intake for appointment-based businesses. Instead of manually handling inquiries, collecting forms, and scheduling appointments, Tellop does it all — with professional guardrails that keep you in control.

How the Workflow Works

Every client interaction follows a clear, structured path:

1. Initial Inquiry — A potential client reaches out through your Tellop-powered chat
2. FAQ Engagement — The AI agent answers common questions about your services
3. Intake Data Collection — Forms, files, and relevant information are gathered automatically
4. Professional Approval — You review and approve the client before any booking happens
5. Appointment Booking — Once approved, the client can book directly from available time slots
6. Completion — The appointment is confirmed and both parties are notified

Setting Up Your First AI Agent

Each procedure (service) you offer gets its own AI agent. Here's how to configure one:

1. Define Your Procedure

Start by creating a procedure with a clear name, description, and pricing. This becomes the foundation for your AI agent's knowledge.

2. Configure the AI Agent

Your AI agent needs to know:

• What questions to answer — Add FAQs specific to this service
• What information to collect — Design your intake form fields
• When to escalate — Set boundaries for what the AI can and can't handle

3. Design Your Intake Form

Build custom forms with the fields that matter for your practice:

• Text fields for names, descriptions, and notes
• File upload for documents, images, and records
• Selection fields for categories and preferences
• Date fields for relevant history

4. Set Your Schedule

Configure your availability so clients can only book during your open slots. Tellop handles timezone conversion and conflict detection automatically.

The Approval Gate

One of Tellop's most important features is the approval gate. Unlike fully automated systems, Tellop ensures you review every new client before they can book. This gives you:

• Full visibility into who's requesting your services
• The ability to decline inquiries that aren't a good fit
• Time to prepare for the appointment based on intake data
• Control over your practice without the administrative burden

What's Next?

Once you're set up, Tellop handles the day-to-day intake while you focus on what you do best — serving your clients. Share your invite link, embed the chat on your website, or direct inquiries to your Tellop page.

Ready to streamline your client intake? Get started with Tellop today.