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Improve request intake

A clear path from the first request to the right person.

Route requests, prepare case files and give the person taking over the full context.

Audit and a first practical AI agent implementation, from €2,500 excl. tax.

An initial scope agreed together.

Let’s discuss your project

A solution to scope with you: together we define the work, deliverables and success criteria.

The need

When requests arrive through several channels, teams must sort them, ask for documents and reconstruct the history. People seeking a service may not know which steps to follow. We can build a common intake process connected to how your services actually work.

What we can put in place

01

Guide from the first contact

Present services, understand the stated need and guide people towards the relevant process. The workflow uses information and rules validated by your team.

02

Prepare a complete case file

Collect necessary information, identify missing documents and make progress understandable. Collection stays limited to what the service actually needs.

03

Hand over with context

Transfer the conversation and case details to an authorised person. Sensitive, ambiguous or out-of-scope situations have a defined path to human support.

A possible workflow

  1. 01

    A request by message or on the website

  2. 02

    Guidance and documents prepared

  3. 03

    A tracked case

  4. 04

    A human contact with the context

A concrete first scope

For an institution or service organisation, an initial scope can cover one process, one intake channel and a group of human officers. It combines a service directory, collection workflow and tracking view, tested with the team before expansion.

How to evaluate usefulness

Observe case completeness, necessary rerouting and handover quality. The aim is simpler access to services and easier work for teams, without automating sensitive decisions by default.

Before we begin

Does the AI agent decide on behalf of the service?

Its role can be limited to intake, preparation and routing. Decisions and approvals are assigned to authorised people under the agreed rules.

Can we keep our current channels?

We assess their integration options. A pilot can begin on the website or a messaging channel, then expand if access and technical conditions allow.

OnTheShoulders

What first improvement would help your team?

Tell us about your SaaS, your tools or a task that takes too much time. We will define a focused audit and an appropriate first implementation.

Audit and a first practical AI agent implementation, from €2,500 excl. tax.

A focused assessment, clear priorities and a first agent put into practice within an agreed scope.

An initial scope agreed together.

Let’s discuss your project

An initial conversation to understand your needs and agree a useful starting scope.

A general description is enough for this first conversation. Please do not send personal data or sensitive documents.