Start a New Intake

Use Shop Assistant Intake to turn a customer conversation into an organized client, instrument, and work-order record.

Published October 16, 2026

Intake helps you capture a customer conversation without stopping to fill out every field manually.

Start Intake

You can correct information conversationally before records are created.

For example, if the wrong model was captured, tell Intake the corrected model. The latest correction replaces the earlier draft value.

Intake keeps different kinds of repair information separate.

Use this for facts reported by the customer or observed during intake.

Examples:

Use this for work the customer is actually requesting or the shop has agreed to perform.

Examples:

Suggestions from the assistant are kept separate from customer-reported facts and are not automatically added to the work order.

When the draft looks right, choose Prepare records.

AXB prepares one record at a time in this order:

Each proposed record is shown for review before anything is created.

Review cards provide Cancel, Edit, and Confirm controls. Confirming a card creates that specific record.

A spoken or typed "yes" by itself does not create records. The on-screen confirmation is the commit step.

Before creating a client or instrument, AXB can show possible existing matches.

Choose the existing record when it is the same customer or instrument, or choose to create a new one when it is not.

AXB never automatically merges a possible match.

You can:

Creating the order does not automatically start a Bench Session.