Client Intake Bot
Guided intake bot for websites and internal teams, with scoped prompts, lead capture, and handoff logic.
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Client intake that gathers the right details without exposing private operations.
OfficeTool scopes intake workflows around redacted questions, clear review checkpoints, and clearer handoff notes for the team doing the actual work.
Best fit when
- Inbound requests arrive incomplete.
- Someone is manually translating email into work every time.
- You need a safer first capture path before deeper automation.
Primary offer
What makes this safer
- Redacted question design before sensitive handoff.
- Manual review remains explicit.
- No dependency on private internal tools from the public site.