How Intake Data Is Saved
Intake Workflows
When Revox completes an intake, it creates a structured record in your dashboard.
Each intake record can include contact information, policy information, detailed intake fields, related call, date captured, voice agent used, summary, missing details, and follow-up needs.
The intake can also trigger an email notification to your agency with the collected details. This helps your team review new quote opportunities quickly without searching through transcripts or handwritten notes.