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client-intake

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Automates client intake and routing.

Product & Management#automation#routing#requirements#multi-channel#classification#escalation#intake
Authortruchot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the end-to-end intake, qualification and routing of client requests into structured, actionable workflows for the agency.

Core Features & Use Cases

  • Reception: capture and parse messages from multiple channels (email, forms, chat, webhooks) into structured input
  • Qualification & Extraction: classify intent, estimate effort, extract requirements and identify stakeholders
  • Routing & Orchestration: match with the right skill, assign priorities and hand off to the correct pipeline
  • Output & Escalation: create intake records, emit automatic acknowledgments and escalate critical cases when needed

Quick Start

Convert a new client message into a structured intake and route it to the task orchestrator.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: client-intake
Download link: https://github.com/truchot/claude-skills-test/archive/main.zip#client-intake

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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