Cognota

This guide provides an overview of the intake management process, from creating forms to reviewing insights.

Intake Management

This resource is a helpful way to think through your intake process.

Intake Planning Worksheet

Request Form Question Bank

I want to set up forms and questions.

I want to invite users to submit requests.

I want to submit training requests.

I want to review intake requests.

I want to review insights for my requests.

Tosin Animashaun

Rebecca McDougall

Asia Ali

INTAKE

Find answers and get help from Intercom Support and Community Experts

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