AI Data Intake

The interface presents a 'Hospice Sales CRM' application, featuring a prominent left-hand navigation sidebar and a main content area for 'AI Intake'. The top left displays the application's branding, while the top right shows 'Demo Version' and a settings gear icon. The navigation sidebar lists various modules such as Dashboard, Patients, Referrals, Volunteers, Care Team, Service Areas, Providers, Sales Activities, Territories, Analytics, AI Intake, Commissions, Workflow Automation, CRM Assistant, and Reports; 'AI Intake' is currently selected and highlighted in blue. The main 'AI Intake' panel is headed by an icon resembling a brain and the title 'AI Intake', accompanied by a descriptive subtitle: 'Smart data ingestion - paste emails, meeting notes, AI transcripts, or business cards to automatically extract contacts, action items, and insights'. This section is divided into two primary sub-panels: an input area on the left and a results area on the right. The left input panel, delineated by a dashed border, provides instructions to 'Paste Anything Here' with a clipboard icon, supporting emails, meeting notes, AI transcripts, business cards, or any text content for automatic extraction of contacts, action items, insights, and follow-ups via 'Ctrl/Cmd + V'. The right panel, marked with a target icon, indicates that 'Results will appear here after processing', signifying an output display for the AI's analysis. Below these main panels, a section titled 'What you can paste:' is introduced with a pencil icon, detailing four supported content types: 'Email Signatures' for extracting contact details, 'Meeting Notes' for capturing action items, attendees, and tasks, 'AI Transcripts' for extracting insights, opportunities, and concerns, and 'Business Cards' for importing contact information. The final visible section, 'Advanced Features for Meeting Content:', highlighted by a rocket icon, lists four enhanced capabilities: 'Action Items' for automatic task and priority detection, 'Meeting Insights' for identifying opportunities, concerns, decisions, and referral potential, 'Contact Recognition' for extracting names, titles, and organizations, and 'Smart Context' for understanding meeting structure and business context.