AI Lead Intake & Qualification
AI-assisted intake forms, lead scoring, CRM routing, follow-up triggers, and qualification workflows.
Agentia Studio helps agencies ship client-ready AI workflows, agents, dashboards, and integrations — without hiring in-house developers.
You sell the strategy. We build the working system behind it.
Agencies are getting asked for AI automations, agents, dashboards, CRM workflows, and custom tools. But most teams are built for strategy, marketing, design, or operations — not technical implementation.
The client wants a working system, but the agency needs someone who can scope, build, integrate, test, and hand it off.
Clients ask for AI features your team has not built before.
No-code tools hit limits with APIs, logic, auth, or custom dashboards.
Developers are expensive to hire full-time.
AI-generated code still needs architecture, QA, deployment, and ownership.
You need someone reliable behind the scenes.
We help agencies turn client requests into working AI systems — from workflow design to implementation, integration, deployment, and handoff.
Eight starting points. Most engagements compose two or three of these into one focused build.
AI-assisted intake forms, lead scoring, CRM routing, follow-up triggers, and qualification workflows.
Connect forms, calendars, CRMs, internal systems, and third-party APIs into one working flow.
Client-facing or internal agents for support, intake, research, operations, and workflow assistance.
Custom dashboards, portals, admin panels, reporting tools, and lightweight web apps.
Data pipelines for discovery, enrichment, scoring, cleanup, and outbound preparation.
Voice AI prototypes and workflows for missed calls, appointment handling, and lead response.
AI extraction workflows for PDFs, forms, files, and structured business data.
Automate manual tasks across email, sheets, CRMs, forms, databases, and internal tools.
If your clients ask for workflows, agents, dashboards, integrations, or AI-powered systems — Agentia can help you deliver them without building an internal dev team.
Most AI automation providers can build demos. Agentia is built for the harder middle layer: turning a client's messy workflow into a reliable system that connects with real tools, handles edge cases, and is ready to use.
Custom code where templates and zaps hit their limits. APIs, auth, dashboards, databases — all handled.
Custom logic, real integrations, production deployment — the parts the no-code stack can't finish.
Agents, RAG, structured extraction, voice — but only when they're the right tool for the job.
Your brand on the deliverable, your name on the Loom, your client relationship untouched.
You quote with confidence. Sprints ship in 5–10 days. No drift, no surprise invoices.
Loom walkthrough, docs, deployment notes, and next-step recommendations — so the agency owns it after.
Examples of systems we've built or can build white-label. Not case studies — we won't make up metrics we don't have.
Bi-directional sync between GoHighLevel and OpenDental, handling appointment state, patient records, and outbound triggers.
Customer-facing AI preview tool plus an admin dashboard for leads, conversions, and outreach handoff.
Structured extraction pipeline for contracts, quotes, and forms — with side-by-side comparison and review.
Internal document portal with role-based access, version history, and full-text search across teams.
Build examples represent capabilities and prior work. Specific client results vary and are not used to suggest guaranteed outcomes.
One audit, one sprint, an ongoing retainer, or quoted custom work. Start small, scale into more as the client need grows.
A focused audit of one client workflow or business process. Workflow map, automation opportunities, recommended tech stack, and build plan.
Agencies that need help scoping a client opportunity before selling or building.
A focused 5–10 day build to ship one workflow, agent, dashboard, integration, or internal tool.
Agencies with a clear client request or one specific workflow to automate.
Ongoing technical implementation support for agencies with recurring client AI/workflow needs.
Agencies that want a reliable implementation partner for multiple client projects.
Larger builds — custom apps, complex dashboards, multi-step integrations, auth, databases, portals, or ongoing systems.
Projects that are too large or complex for a build sprint.
Scope rules of thumb: a Build Sprint is one focused workflow, not a full SaaS product. Multi-system builds, custom apps with auth/DB, or ongoing roadmaps belong in Custom Projects.
Five steps. No long discovery, no surprise invoices, no “phase 2” that never ships.
Share the client request, current tools, workflow, and desired outcome. Loom, doc, or paragraph — whatever you already have.
$ brief.ingest · loom · doc · paragraphWe define what can be shipped fast, what integrations are needed, and what success looks like. Fixed scope, fixed timeline.
$ scope.lock · sprint=5d · deliverables=4We build the workflow, dashboard, agent, or integration and connect it to the required tools. Progress visible end-to-end.
$ build.run · integrations=3 · ci=greenYou get the working system, Loom walkthrough, docs, and next-step recommendations. Under your brand if you'd like.
$ ship · loom + docs + repoContinue with improvements, support, or a white-label retainer if the client needs ongoing work.
$ retain.optional · capacity=monthlyShort answers to the questions that come up most often when agencies first talk to us. If yours is missing, send it along with your brief.
Still curious? Send a brief with whatever context you already have — we'll respond with the right next step.
→ ask anythingSend the brief and we'll turn it into a scoped build. Pick a time below — a 30-minute call is usually enough to scope a sprint or quote a custom project.