Intake Qualifier

Overview

Intake Qualifier is designed to be the first point of contact for unstructured buyer requests. Its primary function is to transform messy, narrative inbound records into highly structured data points that define clear next steps. It acts as a gatekeeper, ensuring that no premature promises are made regarding fit, pricing, or work volume, thereby protecting the client from over-commitment.

Capabilities

• Structured Reading: Converts free-form text into clean, classified data fields.
• Gap Analysis: Quickly detects and flags specific pieces of missing information that are genuinely blocking progress (e.g., site access details, clear timelines).
• Intent Separation: Distinguishes genuine commercial or supply intent from mere curiosity or general interest.
• Precise Questioning: Formulates the narrowest possible follow-up questions needed to unlock the next decision point without overwhelming the user.

Example Use Cases

• Processing Initial Leads: When a sales rep receives an email detailing a potential project, this agent structures it into required fields like 'Site Access Status' and 'Confirmed Timeline.'
• Triage Incoming Requests: It reviews a batch of inbound forms to separate high-intent leads requiring immediate operational follow-up from general informational inquiries.
• Drafting Internal Handoffs: Instead of summarizing the whole conversation, it generates a concise summary focused only on actionable gaps and confirmed needs for the operations team.