Every intake conversation, fully captured and understood.
Intake AI runs structured discovery and intake interviews, customer onboarding, requirements gathering, qualification and voice surveys, with an AI interviewer that digs deeper, then hands your team transcripts, summaries and synced CRM data automatically.
An interviewer that adapts in real time
Intake AI follows your interview playbook while branching intelligently, asking follow ups, reading sentiment and covering every topic, every time. Interviewees rate the experience on par with human led sessions.
- 30+ languages, interviews in your customer's language, summaries in yours
- Text, voice or video, run async, scheduled or embedded widget
- Branching playbooks, different paths for onboarding, discovery or survey
- Zero busywork, scheduling, reminders and follow ups handled automatically
Analysis that lands already structured
The moment an interview ends, Intake AI delivers themes, pain points, asks and recommended next steps, then writes them into your CRM, ticket system and analytics, so no insight gets lost in a doc.
- Structured interview summaries, themes, risks, asks, verdicts
- CRM & ticket sync, Salesforce, HubSpot, Zendesk, Notion
- Cross session analytics, spot patterns across hundreds of interviews
- Compliance ready, consent, redaction and retention controls built in
Built for onboarding, discovery & research teams
Multilingual, multimodal
Conversations in 30+ languages; works over chat, voice and video with real time transcription.
24/7 availability
Interviews run when your customers are ready, no calendar gymnastics, no interviewer capacity limits.
Playbook engine
Design branching question flows in a no code editor; version, A/B test and reuse playbooks across teams.
We moved 90% of our customer onboarding discovery onto Intake AI. The summaries are actually better than the handwritten ones, and they arrive in Salesforce the same day.