Describe how your front desk handles new enquiries and get a working AI intake agent app. This is built for the clinic owner, contractor, or realtor who loses leads because messages pile up in three different inboxes. The AI agent reads each new contact, files it under the right person, and keeps one clean list of who still needs a reply.
What's Included
- Contact pipeline: Every call, email, and form lands in one place, organized with connected projects so each person links to their request and next step.
- AI Agent: A custom AI agent answers "who is waiting on a reply?" and "which leads went cold this week?" without you digging through threads.
- Auto-routing: An automation tags each new message by topic and assigns it to the right teammate the moment it arrives.
- Owner view: Switch the list to a board or table view to see open, waiting, and closed enquiries at a glance.
- Safe sharing: Set permissions so staff see only the contacts they handle.
How To Use
- Clone this app into your Taskade Genesis workspace.
- Describe your intake rules, such as who handles billing versus new bookings.
- Connect your form or inbox so new messages flow in automatically.
- Let the AI agent sort and route each contact as it lands.
- Open one list every morning and reply to everyone who is waiting.
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