Intake

Start your intake.

This form starts one AI agent for your business, the 499 dollar build on our pricing page. We set up and test 3 jobs using the examples you give here, then send you a written guide for installing it on your own computer. Every question is needed to build or needed to bill, and nothing is asked twice. We read your answers and reply by email.

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1. Your name and the best email for approvals (the person who says yes to wording).

Name

Email for approvals

2. Business name and website, if any.

Business name

Website, if any

3. Phone, if you'd like to give one.

4. What your business does, and what you want the agent to take off your plate, in a few sentences.

5. Job 1. What you want the agent to do, in your own words, and one example of it done well (paste it or describe it).

6. Job 2. Same as above.

7. Job 3. Same as above.

8. The tools, accounts and data each job needs, by name.

9. Any files or data the jobs will work from, by name. The agent works only with files you put in its folder, so it doesn't need logins to your other accounts.

Please don't send any password here. You'll put the files in the agent's folder yourself, following our guide.

10. Who on your side will run the install guide, if it's not you.

11. Anything the agent must never do (send to a certain list, contact certain people, act outside certain hours).

12. The date you'd like it running, if you have one.

13. Agreement lines. You have a Windows computer you own that can stay on, and you can install software on it. You have a paid Claude plan (Pro or Max), or a Claude Console API key, and you pay its running cost. If you're on a Claude Team or Enterprise plan, your admin will turn on channels first. You have, or will set up, a Discord server with a channel for the agent to talk to your team. The files you'll put in the agent's folder are yours to use, and you're allowed to have an AI tool work with them. You've read what's not included on the pricing card, including answering customers from your inbox and any promise about time saved or results.

Once you send this, we read your answers and reply by email.

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