Turn repetitive discovery into a consistent, review-ready intake process.
A multi-channel AI interviewer that can speak with prospects by web chat, phone or video, adapt follow-up questions, capture the full conversation, identify opportunities and prepare a report for human review.
The business problem
The business problem
Advisors and audit teams spend billable time collecting the same baseline information from every prospect. The process is repetitive, inconsistent and delays the point where real analysis can begin.
What was built
The AI Intake Agent conducts the first structured business interview. It adapts follow-up questions based on what the prospect says, captures a full transcript, produces opportunity findings, prepares a review-ready report and can book the next meeting.
Business outcome
What this system is designed to improve.
Move information gathering out of repeated manual calls and emails.
Use the same structured process with every prospect.
Give the human reviewer a transcript, findings and prepared report.
Let prospects choose web chat, phone or video.
System map
How the workflow fits together.
The architecture is shown to make the work visible—not to turn the page into a technology diagram. The business outcome remains the reason for the system.
Capabilities
What the system can handle.
Adaptive interviewing
Follow-up questions change based on the prospect’s answers.
Multi-channel access
The same intake process works through web chat, phone and video.
Full transcript
Every interview produces a complete written conversation record.
Opportunity findings
The analysis layer identifies specific opportunities worth exploring.
Review-ready reporting
A finished report is prepared for the team rather than raw notes.
Automated scheduling
Interested prospects can be booked into a follow-up meeting automatically.
Controls & safeguards
Automation only works when the business can trust the boundaries.
- Explicit disclosure that the interviewer is AI
- Complete interview logging
- Standardized interview structure
- Human review of generated reports
- Established cloud infrastructure
What this demonstrates
A business can scale structured discovery without turning intake into a generic form or forcing senior staff to repeat the same information-gathering work.
Client-identifying information and sensitive operating details are omitted or generalized where necessary.
Have a similar operating problem?
Discuss a Conversational Intake System
Tell us how your team handles the work today. We can determine whether AI, automation, custom software or a simpler change makes sense.