AI-Agents for Intake in Request Intake in Software
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book 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 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 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 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 tools
