AI Intake-agent
We built an AI agent that interviews new clients, captures their needs and turns it straight into a draft quote.
The challenge.
Every new project starts with an intake conversation: company, goals, wishes, scope. That informational part costs time over and over, while it mostly consists of the same questions.
The solution.
An agent that interviews the prospect through a personal link and keeps probing until the picture is complete.
A structured questionnaire that neatly captures wishes, scope and integrations, so nothing falls through the cracks.
A draft quote that rolls straight out of it, based on fixed rules instead of guesswork.
The result.
The intake and the first quote are automated; a person only steps in for the commercial conversation.
1 call from intake to draft quote
The solutions behind it.
The building blocks from this project, we deploy at your company too.