A free guide for firms automating intake

Your AI intake agent nailed the demo, then live calls got complicated.

Your AI intake agent nailed the demo, then live calls got complicated.

Your AI intake agent nailed the demo, then live calls got complicated.

An evaluation guide written for firms whose intake pilot demoed well and never reached production.

An evaluation guide written for firms whose intake pilot demoed well and never reached production.

An evaluation guide written for firms whose intake pilot demoed well and never reached production.

Read the evaluation guide

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When the intakes get messy

Most AI intake agents handle the short calls fine. The trouble starts when calls get complicated: a caller opens with a car accident that turns out to be workers' compensation, when a required question gets skipped, when someone has to hang up and finish tomorrow, or when the transfer lands in an intake queue nobody answers - if they transfer at all. When every prompt fix solves one path and breaks another, you know the issue is probably not the prompt.

The problem is: The pilot demoed well. Now it's failing in production and it's hard to see why.

Most AI intake agents handle the short calls fine. The trouble starts when calls get complicated: a caller opens with a car accident that turns out to be workers' compensation, when a required question gets skipped, when someone has to hang up and finish tomorrow, or when the transfer lands in an intake queue nobody answers - if they transfer at all. When every prompt fix solves one path and breaks another, you know the issue is probably not the prompt.

The problem is: The pilot demoed well. Now it's failing in production and it's hard to see why.

What's in the guide

The guide gives you a practical way to judge what's underneath the demo, whether you're weighing a vendor or deciding whether to build again.

  • Five things to evaluate beyond the feature list, from how decisions get made to how a vendor handles your client data

  • Ten questions to ask every vendor, with what a strong answer sounds like

  • How to stress-test a live demo so it shows you more than a good voice

Read the evaluation guide

400k+

contacts handled in production

Sub-4%

escalation to a person

2x

signed cases, without adding headcount

Customer Testimonial

“With Superpanel, we were able to double the number of cases we were signing per month”
- Eamon Graziano

“With Superpanel, we were able to double the number of cases we were signing per month”
- Eamon Graziano

“With Superpanel, we were able to double the number of cases we were signing per month”
- Eamon Graziano

Want a second opinion?

Want a second opinion?

Bring us the intake workflow you're trying to automate, whether you built it yourself or you're working with another vendor. We'll help you figure out where reliability is breaking down, what's likely causing it, and what we'd look at next. It's a working session, not a pitch.

Bring us the intake workflow you're trying to automate, whether you built it yourself or you're working with another vendor. We'll help you figure out where reliability is breaking down, what's likely causing it, and what we'd look at next. It's a working session, not a pitch.

Book a consultation

Experience a call

About Superpanel

Superpanel is a platform for building AI Teammates that can automate intake for high-volume firms. It manages complex client journeys across voice, SMS, web, email, and your case management system, with handoffs to your team whenever they're needed.