Client Intake Bot
Guided intake bot for websites and internal teams, with scoped prompts, lead capture, and handoff logic.
View detailsSearch-intent page
Agency intake automation that improves qualification without exposing private delivery processs.
Use this path when the agency wants better intake, routing, and manual review, but the public site must stay separate from internal tools and client data.
Best fit when
- too many leads arrive incomplete.
- routing still depends on one person translating emails by hand.
- the public capture layer needs to stay separate from internal ops.
Primary offer
What agencies are usually buying
- a safer first capture path for new inquiries.
- manual-review routing before deeper project work starts.
- less rewriting of incomplete requests by the team.
Public-safe proof for agency intake
- intake question flow map with manual-review checkpoints.
- sample routing matrix for inquiry type and owner.
- handoff note example showing what stays public-safe.
Why buyers approve this first
- A practical first automation sale because buyers already understand intake pain.
- Keeps the public capture layer separate from internal systems until a secure integration path is agreed.
- Can expand into larger workflow and assistant engagements after delivery.