{% 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 %} 01Call identity {% for field in form %} {% if field.name in 'client_name phone email call_source ytel_audio_status logics_api_status' %} {{ field.label }} {{ field }} {% for error in field.errors %}{{ error }}{% endfor %} {% endif %} {% endfor %} 02Transcript {{ form.transcript.label }} {{ 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 %} 03Extracted 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.label }} {{ field }} {% for error in field.errors %}{{ error }}{% endfor %} {% endif %} {% endfor %} {{ form.assets.label }} {{ form.assets }} 04Rules engine flags {% for field in form %} {% if field.name in 'irs_payment_plan levy garnishment' %} {{ field }} {{ field.label }} {% endif %} {% endfor %} {{ form.agent_notes.label }} {{ form.agent_notes }} Cancel Save and review score {% endblock %}
Paste a transcript segment, capture the tax relief fields your AI should extract, and record whether Ytel audio + Logics updates are ready.
For the live MVP, this represents the text coming from speech-to-text every few seconds.