Add-ons · Business Automations

AI Intake & Qualification

Enquiries qualified before you ever reply.

Every new enquiry scored, routed and qualified - budget, scope, urgency - with compliance-safe capture for the regulated professions.

from £1,499from €1,749from $1,899

What it does

Enquiries qualified before you ever reply.

Not every enquiry deserves the same hour of your time. AI Intake asks the right questions the moment an enquiry lands, scores and routes it, and hands you a qualified brief instead of a bare email address. In the regulated-trust niches - dental, physio, law, accountancy - it is what the premium tier buys: qualification-grade intake with conflict-safe, compliance-safe capture.

AI Intake & Qualification

See it in action

Watch AI Intake & Qualification work

New enquiry · qualified before you reply
  1. AIThanks for getting in touch - a few quick questions so the right person picks this up. What can we help with?
  2. VisitorLoft conversion with a rear dormer.
  3. AIAnd roughly what budget are you working to?
  4. Visitor£20k-£40k
  5. AIWhen would you like work to start?
  6. Visitor1-3 months
  7. Qualified ✓ routed to Dan - survey offered within 48 hours

The mechanism

How it works

  1. The enquiry is met instantly

    The moment an enquiry lands, intake opens the conversation - the right questions for your niche, asked politely, in your voice.

  2. Scored and routed

    Budget, scope and timeline are captured and scored; compliance-safe capture where the regulated professions demand it.

  3. You get a brief, not a bare email

    What reaches you is a qualified brief routed to the right person - so your first hour goes on the enquiry that deserves it.

The investment

from£1,499€1,749$1,899

One-off buildIncluded from Brand standard in service niches; the Local-premium upgrade

Every new enquiry scored, routed and qualified - budget, scope, urgency - with compliance-safe capture for the regulated professions.

Included in a package? You already have it - nothing to buy twice. Automations run under your care plan.

Questions, answered

The fine detail

Included from Brand standard in service niches; the Local-premium upgrade If your package includes it, there is nothing to buy twice - this page exists so you can see what it does and add it anywhere it is not already working for you.

No. If the system you run works, we wrap it rather than rip it out - same add-on, delivered in bridge mode over Fresha, OpenTable, Mews, Cliniko, Shopify, Xero and friends.

Ready when you are.

Add AI Intake & Qualification to your project - or see it running on a live demo first.

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