AI-Agents for Intake
Agents help Intake teams respond to new inquiries and pass them to the right people.
Send agreements for approved intakes that need a signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsDraft first answers to new inquiries for owner review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsMark forms that need corrections before they enter the tracker.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
5 toolsScreen complaint forms and route urgent cases to the right person.
Your serious customer complaints stand out with a reason for follow-up, and the responsible person gets an email.
Answer prospective client emails and flag questions for staff review.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Answer first-time visitor questions and flag missing service details.
Visitors get answers backed by your published pages, with a link to the source. Your support team takes questions the pages cannot settle.
8 toolsDraft a clarifying question when a new inquiry lacks detail.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
