Roles we staff · Operations
AI agents for client intake.
New requests, documents, and forms read, sorted, and entered, with gaps chased. Agents take on the repeatable work, Ergon operators run them every day, and your people keep the decisions.
Who does what
The intake coordinator role, split three ways.
Every task has an owner. Consequential actions wait for a named person on your team.
Agents
Do the repeatable work
- Read incoming emails, forms, and uploads
- Sort and enter them in the right system
- Request missing documents
Ergon operators
Run the agents every day
- Review unclear or low-confidence items
- Chase gaps the agent could not close
- Correct entries and log each correction
Your people
Keep the decisions
- Accept or decline new clients or cases
- Own every conversation that needs judgment
A first task
Start with one piece of the role.
A small, repeating task with a clear input, a clear output, and a person approving the result. The Agent Role Diagnostic codes it in one hour for $750.
Sort sample intake documents by type and flag missing ones.
Systems usually involved: Shared inbox, forms, CRM or practice system, document storage
Questions
Can an AI agent do client intake work on its own?
Not on its own, and not by design. Agents read incoming emails, forms, and uploads; sort and enter them in the right system; request missing documents. An Ergon operator reviews what the agents are unsure of. Your people accept or decline new clients or cases and own every conversation that needs judgment.
What would a first agent do?
Sort sample intake documents by type and flag missing ones. The Agent Role Diagnostic ($750) codes an agent on a task like this in one hour, delivers the code, and adds a one-page Role Card and a consultation.
Which systems does it work with?
Typically: Shared inbox, forms, CRM or practice system, document storage. The agent gets only the access it needs, and the permissions are written down before it starts.
How do we start?
Take the free role check for this role, or ask an engineer in a free 15-minute call. When the role looks promising, the Diagnostic shows one task in code.
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