AI Intake Hub

Turn inbound questions into cleaner, qualified opportunities.

Inbound Weeding 70% Saved

Booking Friction 0 Clicks

Concierge Availability 24 / 7

The Problem

Administrative teams and receptionists spend hours answering repetitive booking questions, routing callers, or manually qualifying leads that end up being bad fits.

The Solution

A dynamic conversational portal that acts as a 24/7 concierge. It answers custom FAQs, collects core requirements, runs qualification filters (location, budget, scope), and directly schedules qualified leads into calendar slots.

Hands-On Practice

Interactive Simulator Sandbox

Live Portal: Chat Assistant

Hi! Welcome to the intake portal. Please describe your project requirements, location, and budget details so we can qualify your request and get you scheduled.

AI Qualification Engine Awaiting Input

Qualification Guardrails Service Range: Seattle Area | Minimum Budget: $5,000 | Booking Mode: Automated Calendar Sync.

Project Scope -

Location / Zip -

Budget Estimate -

Urgency Factor -

Auto-Generated Concierge Response

Awaiting input in chat terminal. Select a quick blueprint chip or type a custom request to see the AI analyze parameters, score fit, and draft custom routing logic.

Industry Mapping

How it adapts by industry

Home Services

Scenario: "A homeowner requests custom deck rebuilding with a target budget under $3,000."

Outcome: Hub explains minimum project scopes ($5k), offers pre-packaged materials, and routes to self-service guides.

Legal Practices

Scenario: "A client needs urgent trademark filings and requests an immediate consultation."

Outcome: Hub reviews conflict constraints, collects business details, and book slots directly with the trademark attorney.

Software Agencies

Scenario: "A product manager requests custom API development timelines."

Outcome: Hub extracts integration targets (Stripe, Twilio), drafts scope notes, and schedules scoping call.

Custom Integration Scope

System configuration options

Core Engine Features (Fixed)

✓ Contextual Dialogue: Bounded conversational intelligence that guides prospects toward scheduling.
✓ Smart Routing: Categorizes and filters inquiries based on location, budget bounds, and urgency.
✓ Deep Integrations: Syncs immediately with Calendly, Cal.com, Google Calendar, and Stripe.
✓ Lead Dossiers: Delivers a clean bulleted dossier to staff before the introductory meeting begins.

Adapted Capabilities (Customized)

We write custom scripts and logic to route this demo's data exactly into your clients' business software stacks:

🔗 Direct data integration with Asana, Linear, or Trello boards
🔗 Custom LLM prompt guardrails and context instructions
🔗 Custom email templates and SMS response drafting
🔗 Brand styles, color tokens, and custom domains

Common Questions

System FAQ

Can the AI speak or is it only text?

Both. The core engine runs on text-based web dialogues, but can easily bind with voice tools (like Retell, Vapi, or Twilio) to act as an automated phone receptionist.

How do we control what answers the AI gives?

We supply a grounded knowledge base (FAQs, pricing, guidelines). The AI is strictly prohibited from guessing or fabricating details; if a question falls outside, it transfers to human support.

Request Sandbox

Set Up a Partner Sandbox

Let's customize this specific AI Intake Hub engine with your client's database rules and branding theme under a predictable flat build fee and flat monthly ops fee.