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
Related Articles
AI Agents for Small Business: What They Actually Do (With Real Examples)
Forget the hype. Here are real AI agents small businesses run today, lead routing, prospect research, content repurposing, and how to tell which ones are worth building.
Why We Replaced Our AI Chatbot With Seven Scripted Questions
We ripped the LLM out of our own intake flow and replaced it with pre-written questions. Completion went up, costs went to zero, and the leads got better.
Airtable vs. Custom Software: When You've Outgrown the Super-Spreadsheet
Airtable is great until it isn't. The signs your team has outgrown it, what the ceiling actually looks like, and when a custom build becomes the cheaper option.