Your first AI-assisted intake
7 min read
The AI intake assistant drafts questions calibrated to your client's goal, VAK preference, and neurological level.
How to use it
Open a client's profile. Click 'Draft intake questions'. The AI generates 6-10 questions based on what you know about the client. Review each question. Edit or delete any. When you're satisfied, send the intake form to the client.
What the AI sees
The AI sees: the client's goal, VAK preference, neurological level, and any previous session notes you've written. It does not see other clients' data. It does not learn from your practice in a way that affects other practitioners.
Client-facing vs. internal
The intake form the client sees is different from your internal draft view. Only questions you explicitly approve appear in the form. The AI does not auto-send anything.
Calibration
The more you fill in the client's profile (especially VAK and neurological level), the better the questions. A client with no profile data gets generic questions. A client with full VAK + NL profiling gets highly targeted questions.