Intaque

How it works

A simple plan: connect, route, manage.

Most businesses can describe their intake in a sentence. Intaque turns that sentence into a workflow your whole team can see.

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1

Connect

Choose where inquiries come from.

  • Contact forms or requests from your website are routed, assigned, managed, and tracked with total visibility and auditing through the whole process
  • Email mailboxes forwarded for generic business mailboxes like [email protected], [email protected], [email protected] and [email protected] for management of emails including SPAM filtering
  • Add website knowledge and reference files so AI understands your services
Illustrative Intaque inbox raw inbox tabs, sender details and spam classification
Inbox and spam screening. Every message the pipeline received is listed with its status and classification; spam decisions can be reversed with Not Spam. Illustrative synthetic demo, not live data.
2

Route

Let each office team receive the right work.

  • AI screens spam, summarizes, categorizes and suggests a group
  • Group settings choose offer-to-all, round robin or queue notice
  • Staff correct any AI decision
Illustrative Intaque Team and Routing page with team members and routing groups
Office groups and routing. Team members and routing groups sit side by side, with open request counts per group. Illustrative synthetic demo, not live data.
3

Manage

Keep ownership and deadlines visible.

  • Claim, release, share, note and create follow-up tasks
  • Normal and urgent group SLAs escalate to managers
  • The Control Center shows workload, availability and risk
Illustrative Intaque Control Center for a synthetic family medicine practice showing open requests, group availability, workload and attention risks
Control Center. A practice manager sees which office teams have coverage, what is unclaimed and what is at risk, without opening every inbox. Illustrative synthetic demo, not live data.
Illustrative Intaque request detail with summary, claim and release controls, activity timeline and a copy-only AI reply draft
Request detail. Staff see the summary, source messages, activity timeline and a copy-only AI draft in one place, then claim the request. Illustrative synthetic demo, not live data.
Illustrative Intaque request action items with assignment options
Follow-up tasks. Action items on each request can be assigned to teammates or a group. Illustrative synthetic demo, not live data.

Common questions

Frequently asked questions

What if a request stays unclaimed?

It stays visible in the unclaimed queue. The group SLA starts once a request is effectively assigned or claimed.

Are follow-up tasks assigned automatically?

Per group, admins choose manual, offer to all available members, or round robin. Explicit person assignments stay manual.

How do managers learn about overdue work?

Active group managers get in-app and staff-email alerts, with tenant admins as the fallback.

Give every inquiry an owner by Monday.

Connect a form, set up your office groups and let your team see what needs them next.

See pricing and startTour the product