> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Forms

> Intelligent call routing based on form responses. Direct callers to the right team or service automatically.

Create smart routing forms that direct callers to the right team, calendar, or service based on their responses. Qualify and route before the call even starts.

***

## 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

***

## Use cases

### Service-based routing

Route callers by service needed:

* "AC Repair" → HVAC technician calendar
* "Plumbing" → Plumber calendar
* "Electrical" → Electrician calendar

### Location-based routing

Route by service area:

* Within 20 miles → Local team
* 20-50 miles → Regional team
* 50+ miles → "Not in service area" message

### Urgency routing

Route by urgency level:

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

### Lead qualification routing

Route by business fit:

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

***

## Setup

<Steps>
  <Step title="Go to Routing Forms">
    Navigate to **Settings → Routing Forms**
  </Step>

  <Step title="Create new form">
    Click "Create Routing Form"
  </Step>

  <Step title="Add questions">
    Build your qualification questions
  </Step>

  <Step title="Define routes">
    Set routing rules based on answers
  </Step>

  <Step title="Assign destinations">
    Link routes to calendars or teams
  </Step>
</Steps>

***

## Question types

Build forms with various question types:

| Type            | Example                        |
| --------------- | ------------------------------ |
| Multiple choice | "What service do you need?"    |
| Location        | "What's your zip code?"        |
| Yes/No          | "Is this an emergency?"        |
| Text            | "Briefly describe the issue"   |
| Number          | "How many units need service?" |

***

## Routing logic

Create routing rules:

```
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
```

***

## Destinations

Route to various 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

***

## Form embedding

Embed routing forms:

* **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

***

## Requirements

* RevDesk account
* Multiple calendars or team members (for routing value)
* No additional cost

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Routing not working as expected">
    Check your routing rules. Rules are evaluated in order; first match wins.
  </Accordion>

  <Accordion title="Callers hitting wrong team">
    Review your question wording. Ambiguous questions lead to wrong routes.
  </Accordion>

  <Accordion title="No available slots showing">
    Check that routed calendar has availability configured.
  </Accordion>
</AccordionGroup>

***

<Card title="Create Routing Form" icon="route" href="https://www.revdesk.com/settings/routing">
  Set up intelligent routing now
</Card>