What this agent can do for your business
- Structured discovery in 7 data pointsIncluded
- Answers methodology and deliverablesIncluded
- Registers the request with consentIncluded
- Never asks for credentialsIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Asks current environment, workloads, provider of interest, goal, compliance, timeline and budget, answers services, methodology and...
Cloud & Infrastructure Assessment Intake
Your presales team receives a structured cloud discovery before the first technical call.
Built for: Cloud partners, MSPs and infrastructure consultancies
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- First calls without knowing the customer's environment
- Prospects expecting guaranteed savings
Try Cloud & Infrastructure Assessment Intake
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Cloud & Infrastructure Assessment Intake. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Structured discovery in 7 data points
- Answers methodology and deliverables
- Registers the request with consent
- Never asks for credentials
What the agent can do
- Website chat
- Human handoff
- Knowledge search
- Capture contacts
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
Before you buy
Does it promise savings or timelines?
No. It explains they are estimated at the end of the assessment.
Does it ask for access to my environment?
No. It never asks for passwords, keys or production data.
What do I need to configure?
Your services, methodology, deliverables and reference prices as the knowledge base, the presales architect and your AI key. Your CRM and diagram upload are optional.
How is it different from a form?
It structures discovery conversationally and answers technical questions from your information.
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Cloud & Infrastructure Assessment Intake
Install the plugin, load your services, methodology and prices, set the presales architect, connect your AI key and test a request.
Full product description
Asks current environment, workloads, provider of interest, goal, compliance, timeline and budget, answers services, methodology and deliverables from your information and registers the assessment request with consent for your presales architect. It never promises savings or timelines and never asks for credentials.