Collect structured data
during every conversation.
Define intake forms in plain language. The AI guides callers through them naturally — no rigid scripts, no endless menus — and delivers clean, structured data straight to your workflow.
AI Intake Form
Insurance Pre-screening
AI Assistant
Hello! I'll need a few details to prepare your quote. What is your full name?
Caller
John Martinez
AI Assistant
Thanks, John! And what type of coverage are you looking for — home, auto, or both?
Caller
Both, home and auto.
Everything you need to capture structured data without friction.
Built for process-heavy verticals: insurance, legal, banking, healthcare, and enterprise support. The AI conducts the intake — you receive the data.
AI-generated forms
Describe what you need in plain text and Kelvia auto-generates the field schema. No form builder, no manual configuration.
Structured, queryable output
Every completed intake is stored as clean data linked to the conversation and contact record. Export, filter, and build on top of it.
Conditional branching
Show or skip fields based on prior answers. Smarter flows without complex logic trees or bloated forms.
Built for regulated industries
Insurance intake, legal screening, loan qualification, healthcare triage — with exactly the depth each vertical needs.
From conversation to structured data in one clean flow.
Define your intake form in plain language
AI auto-generates the field schema
Activate the form for the AI to use on calls and chats
The assistant guides the caller through fields conversationally
Data is stored structured and linked to the conversation record
Product view
AI form generator
“Collect name, DOB, coverage type, existing policy number, and preferred contact time.”
Field schema
Controlled OCR for documents that complete the form.
Business adds document intake: policy-controlled OCR extraction, form prefill, human review when required, and audit events for every request.
The customer attaches or sends a document during the intake flow.
Kelvia runs extract_document_text only when the module and plan allow it.
Extraction prefills form fields as a draft, with review handled by the configured policy.
The request, review decision, and settings changes are recorded as audit events.
Insurance documents
Read policy pages, claim notes, plates, or supporting files before a broker reviews the case.
Clinic referrals
Extract referral or report text for intake prefill without replacing professional review.
Service forms
Turn customer-submitted PDFs or forms into reviewable fields inside the workflow.
Especially strong for verticals with regulated intake processes.
Insurance
Policy pre-screening, policyholder data capture, claims history, and current coverage — all before transferring to an agent.
Legal
Initial case screening, practice area, urgency, and prospect contact details — qualify before scheduling a consultation.
Finance
Loan application qualification, income, employment status, and credit purpose — structured from the very first call.
Healthcare
Symptom triage, relevant history, and urgency level — capture critical data before routing to the right professional.
Turn every conversation into data that works for you.
Define the form once. The AI conducts it over voice or chat. You receive clean, structured data ready to use.