AI Intake Coordinator
Every new inquiry handled, qualified, and routed without a human in the loop.
Every inquiry that comes in without a fast, structured response is an opportunity that leaks.
Most businesses handle intake the same way: someone reads the message, decides if it is worth pursuing, emails back asking for more information, logs it when they remember, and forwards it to whoever is free. Every step depends on a person. Every step introduces delay.
We build an AI Intake Coordinator that handles the entire first stage of that process. It reads the inquiry, extracts the relevant information, identifies what is missing, follows up naturally to collect it, scores the lead against your qualification criteria, logs the complete record to your CRM, and routes it to the right person with a summary.
Your team only sees inquiries that are qualified and complete. No manual handling until a real decision is needed.
We configure the system around your qualification criteria, your CRM, and your routing rules - then deploy it in your account.
- ✓Onboarding call to document your qualification criteria and routing rules
- ✓Full workflow built and deployed in your n8n or Make.com account
- ✓Intake qualification logic configured around your specific criteria
- ✓Follow-up logic - the AI collects missing information naturally before completing qualification
- ✓CRM integration - every qualified lead logged with a full structured record
- ✓Routing configuration - assigned based on type, score, service line, or territory
- ✓Summary output configured - the brief your team receives when a lead is routed
- ✓15-scenario testing completed before go-live
- ✓30-day support after go-live