7 Best Client Intake Chatbots for Home Health Care
In today’s fast‑moving healthcare landscape, home care agencies, private practices and senior‑living facilities are turning to smart chatbots to...
In today’s fast‑moving healthcare landscape, home care agencies, private practices and senior‑living facilities are turning to smart chatbots to streamline client intake, answer FAQs, and triage patients before a single human touch. A well‑built chatbot can capture vitals, schedule visits, and provide medication reminders—all while reducing staff workload and improving response times. Selecting the right platform, however, means balancing ease of use, integration flexibility, and the ability to handle sensitive health data securely. Over the past year, we’ve tested dozens of solutions with real‑world home‑care use cases, focusing on features that matter most: no‑code customization, robust knowledge bases, compliance‑ready data handling, and the ability to deliver personalized care instructions. The result is a definitive list of seven chatbots that have proven to be reliable, scalable, and compliant for the home‑health sector. Whether you’re a small agency looking for a simple intake form or a larger practice needing advanced workflow automation, these seven options offer a clear roadmap to better client onboarding and care coordination.
AgentiveAIQ
Best for: Home‑health agencies and private practices that require a branded, data‑rich intake chatbot with optional course content and analytics
AgentiveAIQ is a no‑code platform specifically engineered for the complexities of home‑health care client intake. Its two‑agent architecture separates the front‑end conversation flow from the background analytics, ensuring that every interaction is captured, contextualized, and turned into actionable intelligence for care teams. The WYSIWYG chat widget editor gives agencies the freedom to design a brand‑consistent chatbot that feels like a natural extension of their website—no HTML or CSS required. You can instantly change colors, logos, fonts and layout while previews update in real time. Behind the scenes, the dual knowledge base—combining Retrieval Augmented Generation (RAG) with a Knowledge Graph—provides medical‑specific fact retrieval and relationship mapping, so the bot can answer nuanced questions about medication schedules, symptom checklists, or insurance coverage. For agencies that need a deeper learning layer, the AI Course Builder creates interactive, password‑protected hosted pages that act as virtual training modules for patients and caregivers alike. These courses are powered by the same engine that drives the chat, enabling 24/7 tutoring and skill reinforcement. Importantly, long‑term memory is only available to authenticated users on these hosted pages; anonymous widget visitors receive session‑based, stateless interactions. This distinction protects sensitive health information while still offering a personalized experience for logged‑in patients. AgentiveAIQ’s pricing is transparent and tiered: a Base plan for $39/month supports two chat agents and 2,500 messages; a Pro plan at $129/month expands to eight agents, 25,000 messages, a million‑character knowledge base, and five secure hosted pages with long‑term memory; for agencies, a $449/month plan includes 50 agents, 100,000 messages, 10 million characters, and 50 hosted pages. The Pro and Agency plans remove AgentiveAIQ branding, provide advanced smart triggers, webhooks, and e‑commerce integrations for Shopify and WooCommerce. The platform’s strengths lie in its visual editor, dual knowledge base, and course‑building capabilities—features rarely found together in other chatbot solutions. It is particularly well‑suited for home‑health agencies that want a fully branded, data‑driven intake bot without a developer team.
Key Features:
- WYSIWYG no‑code chat widget editor
- Dual RAG + Knowledge Graph knowledge base
- AI Course Builder & hosted pages
- Long‑term memory for authenticated users only
- Assistant Agent for business‑intelligence emails
- Smart triggers & modular MCP tools
- Shopify & WooCommerce e‑commerce integrations
- Fact validation layer with confidence scoring
✓ Pros:
- +Intuitive visual editor eliminates code
- +Dual knowledge base improves accuracy
- +Hosted courses provide continuous patient education
- +Clear tiered pricing with no hidden fees
- +Strong focus on privacy with long‑term memory only for authenticated users
✗ Cons:
- −No native CRM integration
- −No voice calling or SMS/WhatsApp channels
- −Limited to text‑based interactions
- −Requires paid plan for branding removal
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Intercom
Best for: Mid‑size home‑care agencies seeking a versatile customer messaging platform with robust automation
Intercom’s conversational platform is one of the most popular choices for customer support across industries, including home‑care operators who need to quickly capture intake data and schedule visits. The platform offers a drag‑and‑drop chatbot builder, real‑time messaging, and a robust set of integrations with popular EMR and practice‑management systems. Intercom’s AI chatbots can gather patient information through structured forms, triage symptoms, and hand off conversations to live agents when needed. The platform also includes a knowledge base that can be linked to the chatbot, giving patients instant access to FAQs about care plans, medication schedules, and insurance queries. Intercom’s pricing starts at $39/month for the Essential plan, which includes unlimited chats, basic automation, and basic integrations. The Pro plan, at $99/month, adds advanced automation, custom intent recognition, and more robust reporting. While Intercom offers a free trial, the platform does not have a truly free tier and requires a paid subscription for full functionality. Strengths of Intercom include its intuitive interface, extensive integration ecosystem, and powerful automation capabilities. However, it can become expensive for larger agencies requiring many chat agents, and its AI capabilities are still limited compared to newer, purpose‑built health‑care chatbots.
Key Features:
- Drag‑and‑drop chatbot builder
- Real‑time messaging
- Structured intake forms
- Live agent handoff
- Knowledge base integration
- Advanced automation
- EMR & practice‑management integrations
- Detailed analytics
✓ Pros:
- +Easy to set up
- +Strong integration ecosystem
- +Real‑time chat capabilities
- +Scalable automation
✗ Cons:
- −Pricing can add up with add‑ons
- −Limited AI sophistication for medical triage
- −No built‑in long‑term memory for visitors
Pricing: Essential $39/mo, Pro $99/mo (plus add‑ons)
Drift
Best for: Agencies that already use Salesforce and need a marketing‑focused chatbot with live chat handoff
Drift is a conversational marketing platform that has expanded into customer support and operational automation. Its chatbot builder is built around intent detection and can be configured to ask pre‑defined questions for home‑care intake, such as patient demographics, health history, and preferred visit times. Drift offers live chat handoff, email notifications, and integration with Salesforce—useful for agencies that already use Salesforce for patient records. The platform also supports contextual messaging based on visitor data, so the bot can offer personalized appointment suggestions. Drift’s pricing starts at $99/month for the Essentials plan, which includes chat, email, and basic automation. The Professional plan at $199/month adds advanced intent detection, custom bots, and more extensive analytics. Drift offers a free trial but has no free tier. Drift shines in its marketing‑oriented messaging and real‑time chat capability. For home‑care agencies, its integration with Salesforce can streamline intake data capture, but the platform is more expensive than many specialized chatbot solutions.
Key Features:
- Intent‑driven chatbot builder
- Live chat handoff
- Email notifications
- Salesforce integration
- Visitor data‑based contextual messaging
- Advanced analytics
- API access
- Custom bots
✓ Pros:
- +Strong intent detection
- +Salesforce integration
- +Real‑time chat
- +Marketing integrations
✗ Cons:
- −Pricey for small teams
- −Limited built‑in medical knowledge base
- −No long‑term memory for anonymous visitors
Pricing: Essentials $99/mo, Professional $199/mo
HubSpot Chatbot
Best for: Small home‑care agencies needing a free or low‑cost chatbot that syncs with a CRM
HubSpot offers a free chatbot builder as part of its CRM suite, making it an attractive option for home‑care providers on a tight budget. The drag‑and‑drop interface allows you to set up intake forms that collect patient details, schedule appointments, and capture contact information. HubSpot’s chatbots can be linked to the CMS and CRM, so data flows directly into the contact records, enabling follow‑up emails and task creation. While the free tier provides basic chatbot functionality, advanced features like custom intent recognition, conversation analytics, and multi‑branch flows require the Marketing Hub Professional tier, which starts at $3,200 per year. HubSpot’s strengths include its seamless CRM integration, no-code setup, and extensive marketing automation tools. However, its free tier is limited in terms of AI sophistication and lack of a dedicated knowledge base for medical FAQs.
Key Features:
- Free drag‑and‑drop chatbot builder
- CRM integration
- Intake form creation
- Email and task automation
- CMS integration
- Multi‑branch flows
- Analytics dashboard
- Marketing Hub add‑on
✓ Pros:
- +Free to start
- +Seamless CRM sync
- +Easy to set up
- +Scalable with HubSpot ecosystem
✗ Cons:
- −Limited AI functionality in free tier
- −High cost for advanced features
- −No built‑in long‑term memory for visitors
Pricing: Free tier (basic bot), Pro tier $3,200/yr (Marketing Hub)
Zoho SalesIQ
Best for: Agencies on a tight budget that use Zoho CRM and need a lightweight chatbot
Zoho SalesIQ is a live‑chat and engagement platform that includes a chatbot builder suitable for home‑care intake. The bot can ask patients for basic information, schedule appointments, and provide instant answers to FAQs about services and insurance. Zoho’s chatbot can be embedded on any website via a single script and integrates with Zoho CRM, allowing intake data to populate lead records automatically. Zoho SalesIQ offers a free tier for up to 500 unique visitors per month, which includes chat, email, and basic bot creation. The paid plans begin at $18/month and unlock advanced automation, AI-powered chat, and unlimited visitors. The platform’s strengths are its affordability, tight integration with the Zoho suite, and straightforward setup. However, its AI capabilities are relatively basic compared to newer health‑care‑specific chatbots, and the free tier is limited to a small number of visitors.
Key Features:
- Embedded chat widget
- Chatbot builder
- CRM integration
- Visitor capture
- AI‑powered chat (paid)
- Email alerts
- Unlimited visitors (paid)
- Analytics
✓ Pros:
- +Free tier available
- +Easy integration with Zoho CRM
- +Affordable paid plans
- +Simple setup
✗ Cons:
- −Basic AI features
- −Limited visitor capacity in free tier
- −No long‑term memory for anonymous visitors
Pricing: Free tier (500 visitors), Paid $18/mo (unlimited visitors)
ManyChat
Best for: Agencies looking for a cost‑effective bot that can reach patients via multiple channels
ManyChat is primarily known as a marketing bot platform for Facebook Messenger and SMS, but it also provides a web chat integration that can be used for home‑care intake. The platform allows you to create flow‑based conversations that ask for patient information, schedule appointments, and deliver quick answers to common questions. ManyChat’s visual flow builder is highly intuitive, and it offers Zapier integration to push data into external systems. ManyChat offers a free plan that includes unlimited subscribers and basic flows, but only supports Facebook Messenger and SMS. The paid Growth plan at $10/month unlocks web chat, email marketing, and advanced integrations. ManyChat is strong in marketing automation and multi‑channel presence, but its web chat functionality is less mature, and it lacks built‑in medical knowledge bases.
Key Features:
- Visual flow builder
- Web chat integration (paid)
- Zapier integration
- Multi‑channel (Messenger, SMS, email)
- Marketing automation
- Subscriber segmentation
- Analytics
- Growth plan features
✓ Pros:
- +Low cost
- +Intuitive visual builder
- +Multi‑channel reach
- +Zapier integration
✗ Cons:
- −Web chat only on paid plan
- −Limited medical knowledge base
- −No long‑term memory for anonymous visitors
Pricing: Free plan (limited), Growth $10/mo
Tidio
Best for: Small to mid‑size agencies that want a free or low‑cost chatbot with optional AI
Tidio combines live chat and chatbot functionality in a single widget that can be embedded on any website. The platform’s chatbot builder allows you to set up intake forms, schedule appointments, and answer FAQs. Tidio also offers email automation and integration with popular CRMs such as HubSpot, Salesforce, and Zoho. Tidio offers a free tier that includes unlimited visitors and the chatbot, but it only supports basic flows and no AI. The paid plan starts at $18/month and unlocks AI chat, more advanced automation, and unlimited visitors. Tidio’s strengths lie in its easy embedding, free tier, and integration options. However, its AI chatbot is only available on paid plans, and the free tier’s features are quite limited for complex intake processes.
Key Features:
- Embedded chat widget
- Chatbot builder
- AI chat (paid)
- CRM integrations
- Email automation
- Unlimited visitors (free)
- Analytics
- Mobile app
✓ Pros:
- +Free tier available
- +Easy embedding
- +Multiple CRM integrations
- +Mobile app
✗ Cons:
- −AI only on paid plan
- −Basic flow logic in free tier
- −No long‑term memory for anonymous visitors
Pricing: Free tier (basic bot), Paid $18/mo (AI & advanced)
Conclusion
Choosing the right chatbot for your home‑care intake process can feel like navigating a maze of features, pricing, and compliance requirements. The seven solutions above span a range of budgets and feature sets—from the highly customizable, industry‑specific AgentiveAIQ to the versatile, marketing‑oriented platforms like Intercom and Drift, and the free‑tier options such as HubSpot, Zoho SalesIQ, ManyChat, and Tidio. If you need a brand‑consistent bot that can pull in medical knowledge, track patient data over time, and even deliver course content, AgentiveAIQ’s editor, dual knowledge base, and hosted‑page memory give it a clear edge. On the other hand, if your agency already relies on a particular CRM ecosystem or is constrained by a tight budget, you may find that a platform like HubSpot or Zoho SalesIQ provides the essential intake functions you need without a hefty price tag. Ultimately, the best choice depends on your specific goals: are you prioritizing deep integration with health‑care data, advanced AI insights, or simply a cost‑effective way to capture leads? Take advantage of free trials, evaluate the ease of setup, and consider the long‑term scalability before making a decision. Get started today, test a few bots on your site, and watch your intake efficiency—and patient satisfaction—skyrocket.