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Client intake page

Share one page where clients describe what they need; an agent summarizes each consented request, files it with the agent, pings your phone, and confirms to the visitor.

Quick setupUses your modelPhone notifications (optional)
Use this recipe - freeNo connected integrations needed.

How it works

  1. 1Client fills your shared page
  2. 2Agent summarizes and files it
  3. 3Ping on your phone
  4. 4Follow up from run history

Skills included

😊 Sound warm and friendly📝 Write short, clear summaries

Skills are ready-made abilities the agent comes with - like cheat-sheets it already knows to follow.

Make it yours

  • Your agent needs a configured model endpoint before it can run
  • Go live, then create the share link on the agent page and send it out
  • The phone ping needs a registered phone - requests still land in run history without one
  • Requests are stored with the agent - bounded, kept until you remove them
  • Review each submission in run history; revoke or re-mint the link any time

Every recipe is a real agent on the visual builder: you can inspect every block, rewire it, and see every run it ever makes. Browse the other recipes or the connector directory.