An agentic intake workflow that guides applicants through long-form interviews and follow-up questions, capturing complete and accurate information across sessions — so nothing falls through the cracks and caseworkers receive complete submissions.
Benefits applications, regulated service enrollments, and government program intakes often run 30, 60, even 90 questions. They require documents most people don't have ready. They time out. They don't remember progress. They're confusing.
The result: abandonment rates above 60%, caseworkers receiving incomplete submissions, and call centers fielding questions that belong in the application itself.
Intake changes that by turning a static form into an intelligent guided conversation — asking what's needed, when it's needed, and remembering everything in between.
Intake is not a chatbot wrapper on top of a form. It's an orchestrated agentic workflow that knows what's been collected, what's missing, and exactly what to ask next.
Intake asks only the questions that apply. If a household has no children, child-related questions are skipped entirely. Every branch of the interview is driven by prior answers — no irrelevant questions, no confusion.
If an applicant needs to stop and come back, Intake remembers exactly where they were. Nothing is lost. Users can resume via the same channel — web, phone, or SMS — without starting over.
Answers are validated as they're collected. Dates get checked for format. Income figures are cross-referenced against stated household size. Inconsistencies are caught and clarified before submission — not after.
Intake connects to your case management system, identity verification services, and document storage via Lambda-powered tool calls — checking existing records so applicants never repeat information you already have.
When supporting documents are required, Intake tells applicants exactly which document is needed, why, and how to submit it — reducing the "we need more information" delays that kill completion rates.
Complex situations, sensitive disclosures, or cases that require judgment get escalated with the full completed intake attached. Caseworkers receive a structured summary, not a raw transcript.
Intake behaves like a knowledgeable, patient caseworker — asking the right question at the right time, explaining why information is needed, and guiding applicants to completion even when the process is complex.
Intake requires sophisticated orchestration — maintaining state across sessions, coordinating tool calls, and routing decisions through an agentic layer that knows the full interview context.
Orchestrates the multi-step intake workflow — managing interview state, branching logic, validation checkpoints, and document collection steps as a durable, resumable state machine.
Powers the adaptive questioning layer — interpreting natural language answers, deciding which question comes next, and invoking tool calls to validate or pre-fill data from connected systems.
Stores session state, partial completions, and applicant progress — enabling seamless resume across channels, sessions, and devices without data loss.
Tool call layer that validates answers in real time, queries case management APIs, checks identity, and cross-references existing records to pre-populate known information.
Delivers the intake experience across voice, web chat, and SMS — allowing applicants to start on web, continue by phone, and finish via SMS without losing a single answer.
Completed intake submissions are stored in encrypted RDS with field-level KMS encryption. Every submission includes a full audit trail of which data was provided, when, and how it was validated.
SNAP, housing assistance, Medicaid, TANF, and workforce development enrollments. Intake handles complex eligibility branches, household compositions, and document requirements across multi-step government applications.
Insurance enrollment, referral management, new patient registration, and behavioral health intake. Works alongside Stellar AI CareConnect for end-to-end healthcare workflows.
Legal aid applications, victim services intake, child welfare documentation, and social services enrollment — handling sensitive disclosures with the appropriate routing and escalation pathways.
Navigator reduces call volume by resolving common questions instantly. When an application needs to be started, Intake takes over — guiding the applicant through a structured interview that captures exactly what your caseworkers need.
Together, they reduce wait times, improve consistency, and let your human team focus on exceptions, sensitive cases, and approvals.