How to Evaluate AI Intake Agents
The due diligence package for operators choosing an AI intake agent: a tactical guide and a candid operator roundtable.
Most teams evaluating AI intake spend a year building or buying the wrong thing. The technology is promising. The path is not clear.
This package closes that gap before you commit.
With it, you'll be able to:
Evaluate architecture, not features. Spot the one design choice that decides whether accuracy holds at volume.
Ask the questions vendors hope you won't. 10 of them, each with what a good answer sounds like.
Hear it from operators, not vendors. What broke, what worked, and the KPIs that told them apart.
Get the evaluation package
Free downloadable operator's framework.
What's inside
The Evaluation Guide
A five-page, tactical due diligence guide. No theory, no hype:
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The three pillars that decide production success: the cognitive decision engine, the voice engine, and the implementation process. Why each is hard, and where vendors crash out.
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The 10-question operator's checklist: what to ask any vendor, what a good answer sounds like, and the three questions that are non-negotiable.
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Red flags that should end the conversation, and green flags that predict success.
The Operator Roundtable: Build or Buy (recording)
A candid 60-minute conversation with operators who have deployed AI intake at scale, recorded June 4:
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What it takes to perform alongside humans: the technology that separates an amazing demo from a system that holds up in production.
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How to roll out safely: phased cohorts, A/B tested against your human team, never flipped on overnight.
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How to evaluate a vendor: the single claim that disqualifies one on the spot, and why the team behind the product matters as much as the demo.
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The results one operator saw: signed cases doubled to roughly 1,000 a month with a team that shrank from about 50 to just over 20.
"It's easy to build a wrapper on ChatGPT and have it go down a sequence and book an appointment. The real meat of a good AI intake solution is when it can handle the conversation going sideways, or getting complex."
Eamon Graziano, Operations leader
300,000+
Intakes handled fully automonously
<4%
Escalation
2x
Signed cases per month, with a team that shrank from 50 to just over 20.
Want a second pair of operator eyes?
If you're mid-evaluation, we'll do a no-strings review of your use case: ours or anyone else's. No demo unless you ask for one.
