AI-Assisted Intake on Voice and Digital

Use This Skill When

• Building CSR-facing intake forms (roadside, claims, complaints, service requests) that fill themselves while the customer talks.
• Replacing scenario-specific intake LWCs with a configurable, template-driven intake platform.
• Defining how AI suggestions, agent overrides, and final submissions interact safely on a regulated channel.
• Planning extension to digital channels (chat, messaging) using the same template + extractor pattern.

Quick Start (Code Patterns)

These four patterns are the load-bearing pieces of an AI-assisted intake. Copy, adapt, ship. For the full data model, prompt construction, and visibility-rule evaluator, see reference.md.

1. One-shot template bundle query (Apex)

Load the template, all questions, picklist values, and visibility rules in a single round-trip. Cacheable so the LWC hydrates fast.