Agentic IntentA conversation that replaces the form, one question at a time
Solutions · Qualify
The assistant brings a screened lead.
A form asks everyone the same forty questions and most people leave. A conversation asks what you would ask, in your order, and stops when it has enough.
- 1Visitordescribes the problem in their own words
- 2Conversationasks what you would ask, one at a time
- 3Redactionnames and identifiers removed before the model
- 4Scored recordagainst your criteria and real deadlines
- 5Your systema case worth opening, already structured
What this actually means
The record arrives already structured and already scored against your real criteria, so the first human to open it is deciding rather than transcribing. Where the subject matter is sensitive, identifying details are stripped before any model reads a word.
This is the half of the market that has nothing to sell online and the most to gain. One additional qualified case or appointment is worth multiples of one additional basket.
intake 4f2a# Screened before a human opened it claim Unpaid overtime, misclassified as exempt employer size ~400, over every threshold that matters deadline Files in 94 days. Flagged urgent. # What the model was allowed to see "I worked for [ORGANIZATION] under [PERSON] for three years and was never paid overtime…" Real names stored by you, never sent to a model.
What you get
Redaction before the model, with the real record kept by you
Scoring against your criteria, with urgency and deadlines surfaced
The finished record in the system your team already uses
Use cases
Where AI Intake earns its keep.
Law firms
The intake form is where the good cases are lost.
Read more →Healthcare & dental
Two jobs at once: book the patient, and be quoted correctly.
Read more →Automotive
Every lead is worth four figures. Most arrive as a name and a phone number.
Read more →Home services
The job is won by whoever answers first and asks the right things.
Read more →Financial services
Regulated, high value, and almost entirely unreadable to assistants.
Read more →Who this is
- Law firms
- Medical & dental
- Car dealerships
- Home services
- Insurance
- Financial services
- B2B & SaaS
- Recruiting
- Education
- Property & leasing
- Senior care
- Veterinary
We will show you this on your own data.
It is more convincing on your catalog, or your intake, than on anyone else’s.