AI Forms

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What it does

• Pre-call qualification - Ask questions before routing
• Smart routing - Direct to right team/calendar based on answers
• Service matching - Route to specialists by service type
• Capacity management - Balance load across team members

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Use cases

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Service-based routing

• “AC Repair” → HVAC technician calendar
• “Plumbing” → Plumber calendar
• “Electrical” → Electrician calendar

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Location-based routing

• Within 20 miles → Local team
• 20-50 miles → Regional team
• 50+ miles → “Not in service area” message

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Urgency routing

• Emergency → On-call technician
• Same day → Available technician
• Scheduled → Any available slot

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Lead qualification routing

• Enterprise → Sales director
• SMB → Account executive
• Consumer → Self-service booking

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Setup

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Question types

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Routing logic

IF service = "Emergency" AND location in service_area
  THEN route to on_call_calendar

IF service = "AC Repair"
  THEN route to hvac_team

IF budget > $5000
  THEN route to senior_sales

DEFAULT
  THEN route to general_calendar

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Destinations

• Specific calendar - Individual team member
• Round-robin - Distribute across team
• Weighted routing - More to senior members
• Time-based - Different routes by time of day
• Capacity-based - Route to available capacity

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Form embedding

• Website - Embed on your contact page
• Booking pages - Add as first step
• Phone IVR - AI asks questions from form
• SMS - Send form link via text

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Requirements

• LumisReach account
• Multiple calendars or team members (for routing value)
• No additional cost

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Troubleshooting