Connect your systems
Connect Intake to the systems you already use
Intake checks each customer’s plan, settings, usage and permissions, and answers with that information.
See the integrations
Backed by
Intake answers, acts, and hands off when it should.
It answers your customers with your company’s information, gets things done in your systems, and passes you only the cases that need a person.
Trusted by teams at:
- and 20+ more companies
Your team should not
spend the day repeating answers.
Logins, invoices, plan changes, orders, appointments. Intake understands what customers ask for and sorts it out without anyone on your team dropping what they are doing.
Where is my order?
Where can I change the billing details?
Can anyone help me set this up?
Can I move Thursday’s appointment?
I cannot access my account.
How do I return an item?
Not sure where to check this.
The integration is throwing errors.
How do I reset my password?
Can you send me last month’s invoice?
Is this included in my current plan?
Do you have a slot this Saturday?
How long does shipping take?
Can I change the delivery address?
The verification email never arrived.
How many users does our plan include?
When will I get my refund?
Can I change who gets the invoice?
Can I pay in instalments?
It answers the question
and does the task.
Connect Intake to your systems and it can look up data, change it or complete the request without leaving the conversation.
AI answers
Resolve repeated questions before they reach your team
It answers with your documentation and each customer’s data. Your team only gets what needs a decision.
See how it works
Your team decides
Hand a person only what needs one
Whoever picks it up sees the message, the customer’s data, what has already been checked and the next step.
See how it works
Reports
Measure what Intake takes off your plate
See what has been resolved, what reached your team and which recurring topics need more information.
See the reports
What your customers
ask for every day.
From a plan change to an order, Intake handles the most common requests without customers waiting for someone to reply.
I’m stuck setting this up
Checks how the account is configured before answering, instead of sending another article.
Is this included in my plan?
Answers based on the customer’s plan and the features they have turned on.
I can’t access my account
Looks at their role and permissions and tells them exactly what to do.
Why is this integration failing?
Checks the connection status and explains the next step.
Where do I change this setting?
Points to the right screen for how that account is set up.
I’m stuck setting this up
Checks how the account is configured before answering, instead of sending another article.
Is this included in my plan?
Answers based on the customer’s plan and the features they have turned on.
I can’t access my account
Looks at their role and permissions and tells them exactly what to do.
Why is this integration failing?
Checks the connection status and explains the next step.
Where do I change this setting?
Points to the right screen for how that account is set up.
Billing questions
Sorts out plan, invoice and payment questions with the account’s data.
Password reset
Handles the repeated requests to get back into an account on its own.
Integration setup
Walks the customer through setup with the tools they have connected and the steps left.
Workspace settings
Answers recurring settings questions based on how the workspace is set up.
Feature availability
Explains what is available from the current plan and usage.
Billing questions
Sorts out plan, invoice and payment questions with the account’s data.
Password reset
Handles the repeated requests to get back into an account on its own.
Integration setup
Walks the customer through setup with the tools they have connected and the steps left.
Workspace settings
Answers recurring settings questions based on how the workspace is set up.
Feature availability
Explains what is available from the current plan and usage.
Your customers’ data,
in the EU and under your control.
Intake runs on AWS in the European Union and complies with GDPR. The agent only reads and does in your systems what you allow, and your team can review every answer.
- GDPR
- Data in the EU
- AWS with SOC 2
From the first message
to the solution.
If Intake can’t complete the request, it passes the conversation to someone on your team with everything already said and checked, so they can pick it up without asking again.
Inbox
Every channel in one place, and each conversation with the customer's data in view from the first message.
See the inboxAI agent
It resolves repeated questions with each customer's plan, permissions and setup, instead of sending a generic article.
See the agentHandoff to a person
When a person needs to step in, the case arrives with the history, the customer's data and the next step ready.
See the handoff
Connected to the tools you already use
Intake reads and updates data in your store, your CRM and your work tools, and alerts your team where they already work.
See the integrationsFrequently asked questions
What is Intake?
Intake is AI customer service: an agent that answers with your company’s information, gets things done in your systems, and hands the conversation to someone on your team when needed.
Does it replace my team?
No. It handles the questions that keep coming back and the simple tasks, and passes the sensitive cases to a person with the whole conversation and the customer’s data. Your team serves more customers without growing at the same pace.
Can we use our own documentation?
Yes. And if you connect your systems, it checks each customer’s data before answering: their plan, an invoice, an order or a booking.
How long does it take to go live?
It can start answering the same day. Connect a channel, load your information and start with the questions you get most. Actions in your systems come later.
How do we get started?
With the 10-day free trial, no card needed. Pick the 5 to 10 questions you get most and add the information needed to answer them.
