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Use case · Intake

Know who's calling before the call begins.

Dolores runs a structured intake at the start of every conversation, validates and normalizes inputs, dedupes against your CRM, and creates or updates the customer record through your API.

What Dolores does

Capabilities for customer intake

01

Configurable field schema

Define the fields you need — name, email, phone, account ID, anything custom. Dolores collects them in your team's voice with the language you set per project.

02

Smart validation & normalization

Email format, phone parsing across regions, address normalization, date parsing, currency parsing — built in. Dolores re-asks when input is ambiguous instead of saving garbage.

03

Dedupe against existing CRM

Detect that this caller already has a record before creating a duplicate. Dolores matches by phone, email, or name + DOB; either merges or flags for review.

04

Direct CRM writes

On completion, the customer record is created or updated in your CRM through an API tool — Salesforce, HubSpot, Pipedrive, Zoho, custom — anything REST or MCP.

05

Multi-language intake

Auto-detect the caller's language from the first turn; collect fields in their preferred language; store in your CRM's native fields.

06

Document upload

Customer texts photos of ID, insurance card, signed forms; Dolores OCRs, extracts the data, and saves to the record. Walks them through any missing pieces.

Channels

  • Voice
  • Web chat
  • Email
  • WhatsApp
  • SMS

Integrations

SalesforceHubSpotPipedriveZoho CRMCloseCopperMarketoActiveCampaignMailchimpSegmentCustomer.io

Best for

  • Sales lead capture
  • New patient intake at clinics
  • New client intake at service businesses
  • Onboarding for SaaS trials
  • Insurance and financial-services applications
  • Any team that asks the same five questions every call

Try customer intake
on your own data tonight.

Self-serve signup, no credit card. Spin up a project, wire your APIs, see Dolores answer in your team's voice within minutes.

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