AI Intake — Front desk, 24/7
Interviews prospects and clients, qualifies them, captures structured intake, and routes to the right human — on your own domain and brand.
What it does
Responsibilities
- Runs a public intake flow on your own domain, day or night.
- Asks the qualifying questions and captures the answers as structured data, not free text.
- Routes the finished intake into the pipeline with nothing left for a human to re-type.
- Configurable per organization so the flow matches how you actually qualify a claim.
How it works
A day in the life
- 01
A prospect opens your intake link.
The flow runs on your own domain and brand, live in production today.
- 02
AI Intake asks the qualifying questions.
Answers are captured as structured fields, not a transcript to re-read.
- 03
A human reviews the qualified lead.
The completed intake lands in the pipeline, already routed and ready to work.
- 04
Nothing proceeds without a person.
AI Intake qualifies; a human still decides what happens next.
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Where this role is headed
No platform engine powers this role yet — it isn’t wrapped around an existing product, so there’s nothing to demo or license today.
Employed Under Governance
Permissioned
Every action runs under scoped capabilities, never ambient access.
Audited
Every action writes an immutable audit event.
Capped
Usage and spend enforce hard limits, checked at approval time.
Stoppable
Any role can be paused or revoked instantly, no cascading cleanup.
AI Workforce roles are software — permissioned, audited, and stoppable systems, not employees, contractors, or legal persons.
Hire it under your brand.
This role is available private-label — your name, your domain, your client relationships. See white-label options →
Availability & licensing
Not yet available. Being built or specified — not licensable yet.
Licensed per organization — talk to us.
Per-seat licensing, metered services, and white-label terms are all quoted directly; nothing here is self-serve checkout.
How pricing works →Hire AI Intake.
Interviews prospects and clients, qualifies them, captures structured intake, and routes to the right human — on your own domain and brand.