Internal system
Client Intake Intelligence
Internal system for AI-assisted enquiry qualification
Client Intake Intelligence is an internal system. It is not connected to the Contact page on this website. We also use an AI assistant in early conversations. It asks a few questions to help us understand the problem, before a member of our team follows up.
A public form captures a structured enquiry. Staff can then open a register, read an AI-generated summary and suggested category, review suggested follow-up questions, and add internal notes.
The AI suggestions are a starting point for staff. They do not make sales decisions or send messages to anyone, and a suggested category can be wrong, so a person reviews each one. One demonstration enquiry was labelled Automation & Integration; that label is shown as the system produced it.
Screens shown use demonstration enquiries.
Form and staff brief
Enquiry walkthrough
From enquiry to review
This is an illustrated workflow using screenshots. It does not submit an enquiry or run the live system.
Capture an enquiry
A public form collects a structured enquiry. This website's Contact page is not connected to that form.
Public enquiry form Review it in the staff register
Staff can open a list of demonstration enquiries with industry, urgency, classification and review status.
Staff register Read the AI-assisted qualification brief
The generated summary, category and questions are suggestions for a person to review. They do not make a sales decision.
Qualification brief Record internal review and follow-up information
A staff note and review status stay internal. The system does not send this note or carry out follow-up automatically.
Internal review
The public form used to collect a structured enquiry. This capture shows the upper fields of a demonstration submission.
The staff list of demonstration enquiries after a search filter. The wide table is shown in its captured proportions.
A generated brief for staff review. The summary, category and questions are suggestions, not a finished decision.
A staff note and review status. The system does not send this note to the person who submitted the enquiry.
Further detail
The stored problem and outcome for one demonstration enquiry.
Project facts
- Purpose
- Organise incoming business enquiries so a person can decide how to respond.
- Intended users
- Digital Point staff reviewing incoming work.
- Key workflows
- Capture an enquiry, review it in the staff register, examine an AI-assisted brief, and record internal follow-up notes.
- Current status
- Internal enquiry-qualification system.
Need a clearer way to review incoming work?
If enquiries arrive in mixed formats and need organising before a person responds, we can discuss a practical intake system.