AI-Agents for Intake in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send complete client welcomes and flag missing intake details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsBook new client requests with the right available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsBook first meetings with available team members and reply to requesters.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsMatch new consultation requests to eligible hosts and open times.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 toolsReply to standard new inquiries and flag those needing a personal answer.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsDraft replies to new inquiries using approved answers.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
7 toolsHand off every submission from the closed intake window in one CSV.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
28 toolsMatch photographed submissions to cases and add their transcripts.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsFlag unanswered service and timing questions before follow-up.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 toolsFind the first consultation openings across qualified staff.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
4 toolsPut a support ticket number and link on each ready customer request.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
5 toolsSend 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.
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