What this agent can do for your business
- Goal and context intakeIncluded
- Approved programs and investmentIncluded
- Registers the call with consentIncluded
- No promised resultsIncluded
- 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
Understands each prospect's goal, context and availability, shares your programs, format and investment from your information...
Coaching Program Intake Assistant
Your coaches receive prospects with a clear goal and context, ready for the discovery call.
Built for: Coaches and coaching companies
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Calls with poor-fit prospects
- Repeated price questions
Try Coaching Program Intake Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Coaching Program Intake Assistant. 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
- Goal and context intake
- Approved programs and investment
- Registers the call with consent
- No promised results
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 results?
No. It shares programs and registers the discovery call.
Does it offer therapy?
No. Coaching is not therapy; in a crisis it points to professional help and routes.
What do I need to configure?
Your programs, format, duration and investment as the knowledge base, the coach who receives contacts and your AI key. Your calendar or CRM is optional.
How is it different from a form?
It converses, understands the goal and asks only what is missing.
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Coaching Program Intake Assistant
Install the plugin, load your programs, format and investment, set the coach, connect your AI key and test an intake.
Full product description
Understands each prospect's goal, context and availability, shares your programs, format and investment from your information and registers the contact with consent for the discovery call. It never promises results and routes crises to a person: coaching is not therapy.