{% extends "base.html" %} {% block title %}New Pilot Call — ReliefSignal{% endblock %} {% block meta_description %}Create a tax relief pilot call intake with transcript, extraction fields, integration readiness, and completion scoring.{% endblock %} {% block content %}
Create pilot intake

Start a real-time call proof point.

Paste a transcript segment, capture the tax relief fields your AI should extract, and record whether Ytel audio + Logics updates are ready.

{% csrf_token %} {% if form.non_field_errors %}
{{ form.non_field_errors }}
{% endif %}
01

Call identity

{% for field in form %} {% if field.name in 'client_name phone email call_source ytel_audio_status logics_api_status' %}
{{ field }} {% for error in field.errors %}
{{ error }}
{% endfor %}
{% endif %} {% endfor %}
02

Transcript

{{ form.transcript }}

For the live MVP, this represents the text coming from speech-to-text every few seconds.

{% for error in form.transcript.errors %}
{{ error }}
{% endfor %}
03

Extracted intake schema

{% for field in form %} {% if field.name not in 'client_name phone email call_source ytel_audio_status logics_api_status transcript irs_payment_plan levy garnishment assets agent_notes' %}
{{ field }} {% for error in field.errors %}
{{ error }}
{% endfor %}
{% endif %} {% endfor %}
{{ form.assets }}
04

Rules engine flags

{% for field in form %} {% if field.name in 'irs_payment_plan levy garnishment' %} {% endif %} {% endfor %}
{{ form.agent_notes }}
Cancel
{% endblock %}