[ INTAKE · PRODUCT ]

Answers, acts, and knows when to stop

Docs help, but they are not enough when the answer depends on the user’s plan, settings, usage, or account state. With Actions, Intake can also call your API to resolve it.

AI

Acts, not just answers

The agent calls your API to resolve, not just to explain

You define the endpoints and access level. The agent makes GET and POST requests to your product to check real state or run the next step.

Setting up an Action with permissions and endpoint

AI resolution

Resolve repetitive tickets before they add team load

AI answers with documentation and real account state. If it cannot resolve, it escalates with context.

Tickets resolved with AI

Human control

Escalate to a person with full context

When AI should not answer alone, you get the thread, history, account state, and what the agent tried.

Human handoff

Contextual docs

Docs are not enough when the answer depends on the account

The agent combines articles with plan, settings, usage, and state to give a specific answer.

Help center connected to account state

A knowledge base connected to daily work

Publish answers, connect documentation, and let AI use trusted knowledge before escalating to the team.

Explore help center
Knowledge base and help center inside the support workspace

AI search

Customers get direct answers from your articles.

Connected docs

The team replies with up-to-date and consistent knowledge.

Team editor

Create clear articles with images, blocks, and useful sections.

Install the agent where the problem happens

  • Messenger widget

    Embedded widget inside your SaaS to resolve where the user gets blocked.

  • Email

    Turn repetitive emails into tickets with visible account state.

  • Slack

    Handle Slack questions with account context before replying.

An inbox for tickets that need context

Every conversation arrives with history, plan, settings, usage, and what the agent already checked so you resolve faster.

AI replies inside the support workspace

AI resolution

AI answers with docs and real account state to reduce repetitive tickets.

Customer context in the support workspace

Customer context

The team sees history, plan, previous conversations, and relevant signals without opening other tools.

Account data

Plan, settings, usage, and state next to every conversation.

Clear handoff

Notes and context when a person needs to step in.

Deflection

Measure which tickets did not reach the team.

Multilingual

Help the team reply to customers in different languages.

Privacy, control, and human oversight

The agent is designed to work with customer data in a controlled way, with secure access and human decisions when they matter.

GDPR-ready
Secure access
Data control

Frequently asked questions

Does AI answer with our information?

Yes. It answers using documentation and real user context: plan, settings, usage, and account state.

What are Actions?

Actions are GET and POST calls the agent makes to your API within the permissions you define, to check real state or run a change instead of just describing it.

What is the agent?

The agent is an AI support agent embedded in your SaaS. It reads real account context and answers repeated questions before they add load to the team.

Does the agent replace the team?

No. The agent reduces repeated work and escalates the cases where a person adds judgment.

Can we use our own documentation?

Yes, but it does not stop there. The agent combines docs with plan, settings, usage, and real account state.

How do we get started?

Most teams start with the repetitive questions creating the most load and the account data needed to resolve them.

Put the agent to work inside your product