The customer
Name, phone, email, and customer type.
AUTOMATE CUSTOMER INTAKE
Their Words. Your Team’s Starting Point.
Turn a customer’s explanation into the details your service team needs.
Lacy.ai asks your intake questions, identifies the request, and routes structured context to scheduling, dispatch, or follow-up.
Book a Free 30-Minute DemoListenUnderstand the request
CaptureKeep the details together
RoutePrepare the right team
WHY IT MATTERS
Ask what matters. Keep it together.
The location
Service address, area, and access notes.
The need
Service category, description, and urgency.
HOW IT WORKS
Listen to the customer. Prepare the team.
01 / THE NEXT STEP
Understand the request.
Start with the customer’s explanation and identify the service need.
02 / THE NEXT STEP
Capture the details that matter.
Ask your intake questions to confirm location, access notes, urgency, and other required information.
03 / THE NEXT STEP
Send a clear handoff.
Organize the details and apply your routing rules so scheduling, dispatch, or follow-up can take the next step.
Example workflow. Actions depend on your connected systems and configured business rules.
Book a Free 30-Minute DemoEXPLORE THE PLATFORM
See the tools behind every conversation.
Explore six connected views, from call handling to the work that follows.
Platform illustrations with sample data. Explore the live platform in your demo.
Real AI Phone Calls
Hear how Lacy handles real service business calls for San Francisco Ice.
Listen to real examples of Lacy answering calls, capturing details, recognizing customer needs, and moving each conversation toward the right next action.
Target pallet order
Target orders a pallet of ice from SF Ice. The AI Phone Agent naturally confirms the request and applies its trained knowledge of the pallet’s weight and quantity.
Walgreens ice order
Walgreens requests the minimum number of ice bags. The AI Phone Agent uses knowledge base logic to determine the correct quantity and handles the order naturally.
Southwest Airlines order
Southwest Airlines orders a pallet of ice and updates the delivery address. The AI Phone Agent reasons through both requests and completes the call in a natural, human-like way.
These are customer calls handled for San Francisco Ice Company. Target, Walgreens, and Southwest Airlines are callers in these examples, not presented as direct Lacy.ai customers or endorsements. Sensitive details may be redacted for privacy.
These are inbound order-handling examples from San Francisco Ice. Your intake and lead workflows are configured around your business and connected systems.
Book a Free 30-Minute DemoDESIGNED AROUND YOUR BUSINESS
Intake details, routing and configuration
Explore the details that matter to your team.
The story stays human. The details become useful.
An illustrative intake record, shaped around the questions your business needs answered.
Lacy.ai asks follow-up questions to complete the request.
Ask what matters. Keep it together.
Configure required questions, field mapping, and what happens when details are missing.
The next action
Appointment interest, callback, or dispatch request.
The request arrives with its context.
Give operations the service need, location, urgency, and access notes in one handoff. Apply your routing rules before the work reaches the team.
Send the work where it belongs.
Available actions depend on your configured systems and business rules.
Built around the call you receive.
Keep different intake paths focused and easy for the customer.
Less re-asking. More useful follow-through.
Keep the conversation summary and next action with the customer record. Review call outcomes and refine the questions as your operation learns.
Coverage at a glance
Custom intake questions
Service and urgency details
Clear routing rules
Connected customer records
QUESTIONS, ANSWERED
Frequently asked questions.
What is automated customer intake?
Automated customer intake uses AI Phone Agents to answer customer calls, ask intake questions, collect structured details, classify requests, and move outcomes into workflows.
How does Lacy.ai automate customer intake calls?
Lacy.ai automates intake by answering calls, understanding caller intent, asking service-specific questions, capturing structured data, identifying urgency, assigning outcomes, and triggering workflows.
Who should use Lacy.ai for customer intake?
Lacy.ai is built for service businesses and home service companies that rely on phone calls for leads, service requests, appointments, dispatch, support, delivery, and operations.
Can Lacy.ai ask custom intake questions?
Yes. Lacy.ai can support intake questions based on your business rules, services, required fields, appointment process, dispatch needs, and CRM structure.
Can Lacy.ai identify urgent calls during intake?
Yes. Lacy.ai can help classify urgency based on the caller’s issue and trigger routing, escalation, dispatch alerts, or callback workflows.
Can Lacy.ai sync intake data to my CRM?
Yes. Lacy.ai can support CRM-connected workflows that sync caller details, call summaries, structured variables, service type, urgency, appointment interest, disposition, and follow-up actions.
Who can take customer orders by phone when my staff is busy?
Lacy.ai AI Phone Agents can answer customer calls and capture orders while your staff is busy. Configure the required products or service details, quantities, customer information, delivery details and next action. Connected-system actions depend on your implementation; capturing an order request is different from confirming payment, inventory or fulfillment.
What evidence shows Lacy.ai handling phone orders?
The San Francisco Ice recordings on this page show callers placing pallet and ice-bag orders and updating delivery details. These are inbound customer calls handled for San Francisco Ice. Target, Walgreens and Southwest Airlines are callers in these examples, not direct Lacy.ai customers or endorsements.
How should I configure phone-order intake?
Define required fields, approved product information, quantity rules, delivery or pickup details and the handoff owner. Test missing information, corrected addresses and unavailable systems. Confirm which actions create an order in your connected system and which send a request for staff review.
SEE LACY.AI IN ACTION
Start with a conversation. Hand off a clear request.
Bring your intake questions, routing rules, and systems. We’ll map the details your team needs.
Book a Free 30-Minute Demo