Intake Form IMPORTANT: Answer United Intake Form, We Cannot Program Your Account Without this CompletedCompany Name(Required)Preferred Start Date MM slash DD slash YYYY Main Office Phone(Required)Phone Provider / Carrier(Required)Do You Have Call Forwarding Enabled w/ Your Phone Company?(Required)YesNoFaxOffice Hours(Required) Add RemoveHours We Will Be Answering Calls(Required) Add RemoveWill We Be Answering Calls for you on Holidays(Required)YesNoPrimary Contact Name(Required) First Last Primary Contact Phone(Required)Primary Contact Email(Required) How We Will Answer & Close Your CallsIs it okay to let your callers know we are an answering service and not employees of your company?(Required) Yes, you can let them know you are an answering service. No, I would like my callers to think you are one of our employees. Answer Phrase: "Thank you for calling [company name]. This is [agent name]. How may I help you?"(Required) I approve this Answer Phrase Other Closing Phrase: "Thank you [name]. I will relay your information to the office. Is there anything else I can help you with?"(Required) I approve this Closing Phrase Other What Types of Calls Will We Be Answering or How do you Categorize your Calls?List the Types of Calls You ReceiveUnderstanding the types of calls you receive allows us to ask specific questions to your callers based on why they are calling. Call Category or Call TypeAdditional Questions Asked (We Will Ask Name, Number, Message) Add RemoveBased on the above Call Types or Call Categories, which ones are emergencies?Based on the above Call Types or Call Categories, which ones are routine calls?Your Comments/QuestionsDispatching Calls: Contact Information on who will Receive the Calls if we Need to Send Them to you & Indicate the Primary ContactDispatch ListNameTitle / ResponsibilityEmail AddressPhone Number Add RemoveDispatch Instructions, How Does Your Team Want Us to Notify Them about the Call?Who should we call/email/text based on the call type?Reporting: If You Purchased AU Insight, Please Enter User Information BelowAU Insight is our online reporting platform where you can see your calls based on when they came in, download reports and quickly look at summary call data. Basic Access = 1 User, Basic+ Access = 5 Users, Pro Access = 25 UsersEnter Email Addresses of Users Who Will Need AU Insight AccessFirst NameLast NameEmail Address Add RemoveMessages Go to this Email Address (Messages Sent upon Receipt)Holiday Message DeliveryYesNoWrap Report (Summary of Calls for the Day) Goes to this Email AddressFrequency of Wrap Report DeliveryDailyWeeklyMonthlyWrap Report Delivery Time12a1a2a3a4a5a6a7a8a9a10a11a12n1p2p3p4p5p6p7p8p9p10p11p
