AI Intake & Qualification Agent
An intelligent agent that interviews prospects, qualifies leads, collects intake forms, and routes them to the right person on your team — all before a human touches it.
Overview
Every new lead that hits your business needs to be qualified and routed. This agent handles the entire intake process — asks the right questions based on your service offerings, scores the lead, collects documents or photos if needed, and books the appointment with the right team member. For law firms it's case intake. For home services it's job scoping. For med spas it's treatment matching. One agent, trained on your specific workflow, handling the grunt work so your team focuses on closing.
Features
- Conversational intake forms
- AI lead qualification scoring
- Document and photo collection
- Smart routing to team members
- Appointment auto-booking
- Custom qualification criteria
- Multi-language support
- Follow-up reminders
- CRM auto-sync
- Intake analytics dashboard
Integrations
Tech Stack
Best For
Pricing
Custom quote
One-time fee, scoped to your project. Typically a fraction of annual SaaS spend.
Setup Time
18 hours
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