AI-Agents for Intake in Customer Messaging
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
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 toolsAnswer 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.
