AI intake

AI intake, done by an agent.

A static intake form collects fields and leaves you to chase them. pepline puts an AI intake agent on your site: it reads your pages, interviews each lead the way you would, qualifies them against your criteria, and hands both sides a structured brief.

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A form collects fields. Intake qualifies leads.

Intake is where you decide whether a lead fits and scope what they actually need. A static form cannot do that: it passes along whatever the visitor typed, and the qualification work happens later, over email.

An AI intake agent does that work during the conversation. It asks the follow-up questions, answers the visitor's own questions, and applies your fit criteria before anything reaches you. What lands in your inbox is already qualified. See it in place on the contact-form use case.

AI intake, built from your own site.

01

It starts from your website.

pepline reads your pages and drafts your services, prices and qualification criteria. You review the drafts before anything goes live.

02

You set the criteria.

Your fit rules, your dealbreakers, your budget floor. The agent qualifies against them — and can decline — but never invents a rule you did not write.

03

It goes live with one script tag.

Embed it where the form sat, on the domains you allow, in your colors. Most teams can review and launch in an afternoon.

Every intake ends in a brief.

Scope, timeline, a budget range grounded in your published prices, and a fit assessment. The visitor receives it by email; you get the same brief as structured data with the full conversation attached.

AI intake for your field.

From your URL to a working intake agent.

1Point it at your website.

pepline drafts your services, prices and fit criteria from your pages. You review and approve.

2Embed one script tag.

Where the intake form sat.

3Read the briefs.

Each conversation arrives as a brief in your dashboard, with the transcript attached.

AI intake, answered.

These answers come from a live pepline agent. Ask it anything about intake.

Replace your intake form.

Start from your website, review what pepline drafted, and put the agent where the form was. The agent on our homepage runs on the same tools — ask it something first if you want to see one working.

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