Understand new clients before your first call.
Send prospects a link to a conversational intake bot. It asks the right questions, knows when it’s done, and hands you a structured summary before you ever pick up the phone.
Free forever plan · No credit card required · Live in under 5 minutes
Why consultants use Helloaudi
Converts better than a static form
A conversation gets more completions than a page of intake fields.
Pursues your intake goals
It asks what you need to know and knows when it has enough.
Walk in already informed
An AI-written summary is waiting before your first call even starts.
How it works
Create your bot
Set its goal and test it live. Takes minutes.
Get a shareable link
One link, no login required for people who open it.
Let it talk
The bot pursues your goal and knows when to wrap up.
Get your summary
An AI-generated summary and stats, anytime.
Consultant FAQs
What happens to the intake information after a prospect finishes?
It’s saved as a full conversation log plus an on-demand AI-generated summary, both available in your dashboard before your first call.
Can I control exactly what the bot asks?
Yes: you set the goal and the bot pursues it in natural conversation, adapting its follow-up questions to what the prospect actually says.
Will this replace my discovery call?
No, it’s meant to inform it. Prospects arrive to your call already having shared context, so you spend less time on the same opening questions.
Is there a cost to try it with my first few prospects?
The Free plan includes one chatbot and 25 conversations a month with no credit card required.
Ready to walk into every call already informed?
Free forever plan. No credit card required.
Get Started Free