AI Intake Stack: Calls, Chat and Text Intake
Every missed lead is a lost sale. The AI Intake Stack answers calls, web chat and texts 24/7, qualifies each prospect, books appointments, and drops them into your CRM, with a human handoff when it matters. Built per vertical, tuned monthly, with a lead-capture baseline defined during discovery. Setup from $2,500. Plans from $900 a month for up to 150 AI-handled calls, then $2 per extra call. Connections to platforms such as ServiceTitan or Clio are quoted on a scoping call.
Key Benefits
Discover how ai intake stack can transform your business and drive measurable results.
Capture every lead, including after hours
Qualify prospects 24/7 before you pick up
Auto-book appointments into your calendar
Reduce response time from hours to seconds
Centralized lead data in your CRM
Handoff and escalation rules built for your industry
What's Included
Our comprehensive ai intake stack service includes everything you need for success.
AI phone answering for inbound calls, with caller qualification
Web chat and form intake (qualification + FAQ)
SMS follow-up and missed-call text-back
Human handoff and emergency alerts to your on-call person
Appointment booking integration (Cal.com, Calendly, or native)
CRM routing + tagging (HubSpot, Pipedrive, GoHighLevel, etc.)
Review-request automation post-interaction
Monthly analytics report + tuning
Vertical-specific qualification logic
Our Process
A proven, transparent workflow that delivers results on time and on budget.
Intake Audit
Short intake audit to map your lead sources, qualification criteria, and CRM. Vertical-specific compliance reviewed here.
Build & Integrate
We configure the phone, chat and text channels, integrate booking + CRM + review automation, and tune qualification logic to your offers.
Train & Tune
Train the assistant on your FAQs, services, and brand voice. Dry-run tests against real scenarios before launch.
Launch & Support
Launch across your phone line, website and text with analytics. Monthly report tracks capture rate, booked appointments, and tuning recommendations.
Ready to Stop Losing Leads?
Get a scoping call and a fixed plan. Setup from $2,500 and plans from $900 a month for up to 150 AI-handled calls.
From $2,500, fixed scope, written deliverable. The fee credits toward the setup of an AI Intake Stack build started within 90 days, up to 40% of the setup price.