NewNow building custom AI systems for growing service teams.
AI Lead Intake System · Done-for-you

Your website's AI lead intake system, done for you.

Trained on your business, embedded on your site, and connected to your team. It answers questions, captures contact info, qualifies intent, scores conversations, and sends clean summaries.

See what's included
Month-to-monthCancel anytimeNo lock-inWork directly with the builder
What It Does

Four jobs, one system.

Instant answers, from your content only

The assistant is trained on your services, pricing rules, hours, and policies. It answers from what you have approved, and defers when it should rather than guessing.

Retrieval-based answers grounded in your approved content
Says so and offers a handoff when it doesn't know
Every unanswered question logged as a knowledge gap
Days
from your content to a live assistant
What Your Team Gets

A lead your team can act on, not a transcript to dig through.

Contact info, the main concern, timeline, intent, a score with a reason, and a suggested follow-up, structured the same way every time.

Hot87/100
Today, 2:14 PM
Jordan M.
Pricing + onboarding · this week
“Asked what is included, how fast setup works, and whether the system can route leads into the team's CRM.”
Suggested follow-up
“Hey Jordan, based on what you asked, the lead intake system would likely be the best fit. I can send over the setup steps and price list.”
Routed to CRMSource: /pricing
Approved knowledgeRetrieval layer
Service pagesSynced
FAQsSynced
Pricing rulesSynced
PoliciesSynced
Intake criteriaSynced
Escalation rulesActive
Unknown question → fallback rule → human handoff
Behind The Scenes

What's actually running under the conversation.

Every answer, question, and handoff follows rules we design with you, then test before launch and review monthly.

The intake pipeline
Approved knowledge
Retrieval layer
Qualification logic
Scoring
0–100
Routing rules
Handoff rules
Monthly review
Fallback verifiedRouting rule activeKnowledge source syncedEvaluation passed

Retrieval-based answers keep responses grounded in your approved content. Business rules decide when to qualify, when to score, and when a human should take over.

Approved knowledgeRetrieval layer
Service pagesSynced
FAQsSynced
Pricing rulesSynced
PoliciesSynced
Intake criteriaSynced
Escalation rulesActive
Unknown question → fallback rule → human handoff
See It Work

The system works before they ever talk to you.

On the left, what actually happens when a visitor asks a question. On the right, a live assistant, the same intake system we build for your business. Ask it anything.

  1. 1
    A visitor asks a real question
    Do you offer consultations after work hours?
  2. 2
    The assistant answers from approved content
    Yes, evening consultations run Tuesday through Thursday until 7 PM.
    Source-grounded answer
  3. 3
    It offers the next step
    Want me to send your info to the team so they can hold an evening slot for you?
  4. 4
    A lead card is created
    Hot87/100
    Today, 2:14 PM
    Jordan M.
    Pricing + onboarding · this week
    “Asked what is included, how fast setup works, and whether the system can route leads into the team's CRM.”
    Routed to CRMSource: /pricing
  5. 5
    The summary is routed to your team
    Summary sentRouted to CRMFollow-up drafted
Live · type a question, it answers in real time
Lead Intelligence

Every conversation, analyzed and scored.

After each chat, the system reads the full transcript and assigns a lead score from 0 to 100. Hot leads, warm leads, and bad fits are labeled automatically, so your team knows exactly who to follow up with first.

Score 0–100. Based on service fit, urgency, buying intent, and contact info shared.
Suggested follow-up. A 2–3 sentence opening, written to the specific visitor, ready to copy and send.
CRM auto-push. Leads above your score threshold go to your CRM or webhook automatically.
Runs automatically · zero setup
Hot87/100
Today, 2:14 PM
Jordan M.
Pricing and onboarding
“Ready to start, asked about timeline and what is included.”
Warm64/100
Today, 11:52 AM
David R.
Comparing a few options
“Evaluating providers. Asked how the process works.”
Cold38/100
Yesterday
Anonymous visitor
General questions
“Early-stage research. No buying intent expressed yet.”
You log in to see this. No spreadsheets, no forwarded emails
Why Not Just A Form

Forms collect fields. Intake starts relationships.

A static form asks for commitment before it gives anything back. Conversational intake earns the contact info by being useful first.

A static contact form
One-way: fields in, silence out
Visitors abandon halfway through
No context beyond the fields
Every submission looks the same
Sits in an inbox until someone checks
Conversational intake
Two-way: questions answered before they're asked to commit
Contact details collected inside a natural conversation
Concern, timeline, urgency, and intent captured
Each lead scored and prioritized for follow-up
Summary routed to your team the moment the chat ends

Your existing forms keep working. The intake system runs alongside them and catches the visitors who never would have filled one out.

Process

Content in. Live system out.

Five steps from your existing content to a tested, installed intake system.

01

Content

We gather your services, pricing rules, policies, FAQs, and intake criteria.

02

Training

The assistant is built on that approved knowledge, nothing else.

03

Testing

Real visitor scenarios, unknown questions, safety handoffs, and tone review.

04

Install

One small snippet on your site. Leads route to your CRM, inbox, or dashboard.

05

Improve

Monthly review of questions, knowledge gaps, and lead quality.

Guardrails

It represents your business. So it's careful.

Approved knowledge only
It answers from your content, not the open web.
Defers when unsure
Unknown questions get a graceful handoff, not a guess.
Handoff rules
Sensitive topics route straight to your team.
Emergency disclaimers
Where needed, urgent concerns are directed appropriately.

See exactly what it would cost for your business.

Get the full price list, plus a walkthrough of how the intake system would answer your visitors' questions.

No pressure. No long-term contract. We reply personally.

Get the price list

Your business already has the traffic. Build the system that catches it.

Get the full price list and a walkthrough of how SteadyFlow could work on your site, inbox, CRM, or internal workflow.

I'm interested in

No pressure. No long-term contract. We reply personally.

Month-to-monthCancel anytimeNo lock-inWork directly with the builder
ashton@westeadyflow.com(719) 659-9858