AI workflows that automate your entire project intake. Templates that map to the data you need for each service you offer. Your clients chat naturally. You get organized content, client uploads, and a template library that matches how you sell.
Pick or create a template that matches each service you sell. Each template is a full intake workflow. Same workflow, same quality, every client.
One link per project. No forms, no confusion. Clients complete the workflow through natural conversation. You focus on design.
Structured content, sitemaps, business overviews, and client uploads. A completion checklist shows which phases are done so you know when intake is complete.
Set up a custom bot with instructions tailored to your design process—what questions to ask, what content to collect. Configure it once and reuse it across all your projects.
Generate a unique chat link for each project and send it to your client—they chat naturally, no forms or complicated tools. It's as simple as sharing a URL.
The AI guides your client through conversations, collecting business info, page content, sitemaps, and brand details—all while you work on other projects. No interruptions needed.
Review structured content, sitemaps, and business overviews—ready to use in your design tools without manual formatting. Export the content to use in your own design tools or share it with your team. Download summaries and sitemaps, or share read-only project views for use in Basecamp, Dropbox, or your existing workflow.
Can content collection be simple, conversational, and effortless, yet powerfully comprehensive? With Snappy Intake the answer is absolutely YES!
Can I run a full intake workflow that matches each service I offer? YES!
Can I reuse the same template for every client who buys that service? YES!
Can my clients access the chat without creating an account? YES!
Can I see all my client conversations in one dashboard? YES!
Can I set up different workflows for different types of projects? YES!
Can I see what content has been collected and when the workflow is complete? YES!
Can I get structured sitemaps and business overviews automatically? YES!
Can I copy content into my design tools or share with my team? YES!
Can I organize content by project or client? YES!
Can I see a summary of all collected content? YES!
Can I preview the chat experience before sharing with clients? YES!
Can I customize templates and instructions for my process? YES!
Can I use this with my existing design workflow? YES!