Every lead starts as a wall of text
Forms, emails, and DMs dump unstructured asks onto whoever notices first.
AI Lead Intake & Triage
Let AI take the first pass so your team gets cleaner leads
AI lead intake and triage that asks the right questions, sorts the noise, and hands your team a lead worth acting on.
AI lead intake and triage software mockup
Does this sound like your inbox?
Bad-fit inquiries burn hours
Your team replies politely to people you will never serve, then starts over with the next one.
Hot leads wait behind clutter
The urgent, high-fit message sits under three tire-kickers because nothing is triaged.
Chatbots feel like a dead end
You tried a generic AI widget. It answered poorly and made the brand feel automated in the worst way.
From messy inbound to a sorted handoff
Intake questions tuned to your offer
The bot asks what your sales process actually needs, not a generic "how can I help" loop.
Triage that routes by fit
Send high-fit leads to sales, park low-fit ones, and escalate edge cases to a human.
A summary your team can act on
Structured notes into CRM, Slack, or email so the first human reply is informed.
AI with a job, not a gimmick
Scoped to intake and triage. Not a fake "AI employee" product pitch.
vs. generic chatbots
Intake that sorts before your team sees it
Most chat widgets optimize for deflection theater. Custom AI intake is built around your qualification criteria and the handoff your sales process needs.
First pass that follows your rules
Fit before human time
Cleaner queue for the team
// Useful AI, not chatbot theater
How this typically works
We map how leads arrive, what "good fit" means for you, and the smallest AI intake flow that improves the handoff without embarrassing the brand.
Align
We map how you work today and what a first win looks like. No package to pick on this call.
Prototype
When the path isn't obvious, we prove the direction with a focused click-through before a full build.
Launch
We scope the build, set a clear timeline, and ship something your team can run on day one.
Orbit
If it's working, we stay on week to week: ship what's next, fix what breaks, keep improving.
Frequently Asked Questions
Why not just use Intercom, Drift, or a website chatbot?
Hosted chat tools are fine for basic FAQs. Custom AI intake helps when qualification is specific, when routing rules matter, or when the output has to land cleanly in your CRM and sales workflow.
If a hosted tool already fits, we will say so. Custom is for when the triage logic is part of how you sell.
What if the AI gets something wrong?
We design for graceful handoff. Ambiguous or high-stakes cases go to a human instead of forcing a bad automated answer.
The goal is better first-pass sorting, not unsupervised decisions about money or legal commitments.
Can it cover web chat, email, and forms?
Often yes, starting with the noisiest channel. Many teams begin with website intake, then expand to email or other sources once the triage model is trusted.
We pick the first channel by volume and pain.
How long does AI lead intake usually take?
A focused first channel with clear fit rules and a clean handoff often lands in a few weeks once the qualification criteria are locked.
On the first call we'll sketch a realistic range before you commit.
Ready for intakethat triages itself?
We'll map inbound channels, fit criteria, and what a clean handoff should look like.
Need a clearer pathbefore you build?
Talk through the inbound mess. Get direction. Leave knowing what to do next.
