How to Update Your Intake Scripts

Want to change what ClaireAI says or asks? Here's how to request updates to your AI intake scripts.

What Can Be Customized

Greeting Messages

Change how ClaireAI answers calls, introduces your firm, or handles different call types.

Intake Questions

Add, remove, or modify the questions ClaireAI asks callers during intake.

Practice Area Routing

Define how different case types are identified and routed to the right team.

Escalation Triggers

Set rules for when ClaireAI should flag urgent matters or attempt a live transfer.

How to Request Changes

1
Submit your request — Email your account manager or use the "Request Change" button in your dashboard. Be specific about what you want changed.
2
We implement changes — Our team updates your AI configuration. This typically takes 24-48 hours.
3
Review and approve — We send you a summary of changes. Once approved, they go live immediately.

Tips for Effective Script Changes

Need inspiration? Our team can suggest best-practice scripts based on your practice area. Just ask during your script change request.

Ready to Update Your Scripts?

Contact your account manager with your requested changes.

Request Script Change