Intake

Inbound Capture + Triage

Every call, form, email, and text captured, classified, and routed. The automated front door to your operations.

What it does

End-to-end intake automation

Intake is built around your workflows. Not a template you configure and hope works.

Ingest requests from phone, email, forms, SMS, and chat into one queue.

Categorize by type, urgency, and owner so work routes correctly.

Assignment sends each request to the right person or team with guardrails.

Automate routine responses, escalate exceptions, and preserve an audit trail.

In production

Intake is deployed inside your business and run with your team.

Intake in production

< 5 min

average lead response time

Read impact study →

AI where it matters

We use AI to reduce manual triage and improve routing, with explicit guardrails and audit trails. No black boxes.

Extraction and normalization from messy inputs (email, PDFs, notes).

Classification and routing with guardrails and escalation paths.

Audit logs and replayable decisions for accountability.

Human-in-the-loop for edge cases.

How we deploy

Step 1

We map the intake workflow, owners, SLAs, edge cases, and data sources.

Step 2

We implement the system, integrate your tools, and ship it into production.

Step 3

We monitor, improve automation coverage, and evolve the workflow as you grow.

Tell us how intake flows today. We'll map the workflow and propose an implementation plan.