Possible Minds

Intake Agent Control Center

ViewOpen demo mode

Live overview

Intake activity at a glance

Connections

CRM destinations and provider health

Destination for new intakesChanging this affects future intakes only. Existing records continue synchronizing with their original CRM.

Communication and voice providers

Firm controls

Configuration version

Versioni

Website controls

Website configuration

Form wording, visible questions, and required fields.

Form presentation and fields

Form headingConfirmation shown after submission

Agent controls

Agent configuration

Qualification, escalation, response timing, and guided intake behavior.

Urgency and qualification

Urgent injury levels Serious Catastrophic

Urgent facts or signalsComma-separated, for example: surgery, hospitalization, fatality, commercial_vehicle

Call path and fact collection

The stages guide a natural conversation. The questions below are an unanswered-facts ledger, not a script the agent reads in order.

Call path nameFirm process explanationApproved explanation of what the firm does after receiving the inquiry.Approved empathy phrasesOne example per line. The agent uses one only when it truthfully fits.Approved firm value pointsOne substantiated point per line. Leave blank if none are approved.Closing instructionMust state an accurate next step without promising representation.

Conversation stages

Required fact ledger

Fact-plan name

Human handoff

Escalation configuration

These rules flag urgent human review while the intake record is delivered to the selected CRM.

Visible agent control

Agent decision authority

Operating modeMinimum AI evidence confidence Require a published rule match Never reject a case automatically

Escalation rules

Routing and response deadlines

Create a follow-up task when the connected CRM supports it Flag urgent human review

Business hours and follow-up

TimezoneWeekday hoursText follow-ups (minutes)Email follow-ups (minutes)

Send follow-ups only during business hours

Guided voice intake

Automation disclosure

Allow consent-based transcription Allow consent-based recording

Test before publishing

Qualification and escalation simulator

Scenario summary

SeveritySignalsSpeaking with other firms

Connect to load the published configuration.

Advanced

Advanced policy document

Configuration blocks

form controls website capture. script defines the required fact ledger. call_path, qualification, agent_decision, escalation, business_hours, voice, email_agent, and followup control agent behavior.

Firm controls

Email agent

Email agent enabledCreate an acknowledgment action when a new intake has a valid email and contact consent.i

Operating modeiDraft for reviewCreate the email immediately and hold it for an operator. It appears downstream only when the selected CRM supports draft-review work.Send automaticallyEmail the prospect immediately when a valid address and contact consent are present. No operator approval is required.

Firm sender namei Reply-to addressi Acknowledgment subjecti Acknowledgment bodyi

Recent agent traces

Trace	Intake	Mode	Trigger	Outcome	Started

Prospects

Recent intakes

CRM link

ID	Prospect	Priority	CRM status	Agent state	CRM	Record	Last checked	Received

Response schedule

Acknowledgments and follow-up

ID	Intake	Action	Due	State	Policy

Debugging

Provider receipts

ID	Action	Channel	Provider	State	Message ID	Trace	Error

Durable work

Integration deliveries

ID	Intake	Operation	State	Attempts	Result

Operational safety

Backups, retention, and webhook receipts

Verified database backups

Name	Created	Size	SHA-256

Signed webhook receipts

ID	Event	Type	State	Received

Dry run first

Retention policy

Retention days by artifacti

Preview shows exactly what will be removed or redacted. Canonical intake, audit, timeline, and receipt identifiers are preserved.

Danger zone

Reset the entire demo environment

Use this before a demo that must start locally clean. Existing records in connected production CRMs are not deleted.

Deployment confidence

PIWeb intake evaluation suite

With DocketSim selected, submit one synthetic intake, verify the complete draft-only workflow, and automatically hide the test record from active views.

Safety contract

What this suite can—and cannot—do

Ready

Creates

One synthetic, version-pinned PIWeb form submission and its normal DocketSim lead.

Verifies

Idempotency, Docket linkage, persisted email draft, no-send receipt, traces, and Docket activity.

Cleans up

Marks only the synthetic lead rejected so it remains auditable but disappears from active views.

Never does

No SMTP send, no production-CRM write, no real contact data, no full reset, and no arbitrary shell or pytest execution.

Run history

Evaluation runs

Run	Suite	State	Checks	Intake	Docket lead	Started	Duration

Selected run

Check-by-check evidence

Run the suite or select a historical result.

#	Check	State	Evidence	Completed
No evaluation selected.

Production-path voice test

Two-agent Voice Call Lab

Choose phone or web voice. A Gemini prospect agent speaks with the intake assistant while you listen to both sides and inspect the resulting Intake Agent and CRM records.

Tester controls

Prospect-agent guidance

Checking…

Phone / PSTNTwilio calls the live Telnyx intake number.Web voiceUses the same browser-voice session as PIWeb.

Synthetic test script

At a glance

Loading scripts…

Choose a script to see the caller story and behaviors it covers.

Expected: —

Editable synthetic caller instructionsYou can edit the selected script before starting the call. The exact instructions and script identity are stored with the run.

Phone production route

Twilio caller: —
Firm Telnyx line: —
Prospect model: —
Maximum duration: —

The destination is server-controlled and must match the configured Telnyx intake line. Testers cannot dial arbitrary numbers.

Live monitor

Conversation and system correlation

Start a call or select a previous run.

Intake voice agent Synthetic prospectAudio off

No conversation selected.

Durable evidence

Test-call history

Run	Script	Mode	Transport	Prospect agent	Intake	CRM record	Started	Duration
No tests yet.

Start fresh

Reset the entire demo environment

Clear local test calls, intakes, traces, messages, recordings, transcripts, and backups before the next demo. Firm controls, credentials, and existing production CRM records are preserved.

Intake activity at a glance

CRM destinations and provider health

Communication and voice providers

Configuration version

Website configuration

Form presentation and fields

Agent configuration

Urgency and qualification

Call path and fact collection

Conversation stages

Required fact ledger

Escalation configuration

Agent decision authority

Escalation rules

Routing and response deadlines

Business hours and follow-up

Guided voice intake

Qualification and escalation simulator

Advanced policy document

Configuration blocks

Email agent

Recent agent traces

Recent intakes

Acknowledgments and follow-up

Provider receipts

Integration deliveries

Backups, retention, and webhook receipts

Verified database backups

Signed webhook receipts

Retention policy

Reset the entire demo environment

Intake records and execution history

Select an intake

Conversations

Select a conversation

PIWeb intake evaluation suite

What this suite can—and cannot—do

Evaluation runs

Check-by-check evidence

Two-agent Voice Call Lab

Prospect-agent guidance

Loading scripts…

Phone production route

Conversation and system correlation

Test-call history

Reset the entire demo environment