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Available as a managed pilot

AI Intake

AI Intake gives immigration firms and other high-trust organisations a more consistent way to handle early enquiries across agreed channels and languages. It collects relevant facts, identifies missing information, prepares a structured summary and hands the matter to people for professional review.

Delivered as a bounded implementation with agreed channels, data fields and human-approval controls.

Book an AI intake call
Who it is for
  • Immigration firms
  • Other high-trust organisations
  • Partner platforms
The problem

Incomplete enquiries create repetitive intake work

Enquiries arrive through websites, email and messaging channels with different levels of detail. Professionals then repeat basic questions and reconstruct the facts before they can decide the appropriate next step.

What it produces

A more organised intake handoff

Each interaction produces a structured record of the agreed facts, missing information and relevant context for a person to review.

  • Structured multilingual enquiry record
  • Prompts for missing agreed information
  • Service-routing indicators with human approval
  • Appointment-preparation summary
  • Clear handoff for professional review
Deployment options

Meet enquiries in the channels they already use

The intake flow can be delivered through a website, hosted form, email, Telegram or a client portal, and connected to an existing CRM or case-management system where scoped.

  • Website assistant
  • Hosted intake
  • Email or Telegram workflow
  • Client portal
  • Existing CRM or case-management integration

Privacy and regulatory boundaries

Data: Consent wording, data minimisation, access controls, retention and escalation gates are agreed before client information is collected.

Use: AI Intake gathers, structures and summarises information. It is not an immigration adviser: people remain responsible for professional judgement, legal advice and final routing decisions.

Read about Operisys controls

Discuss AI Intake

Discuss the channels, languages, facts and human-review points required for a controlled intake pilot.

Book an AI intake call