AI intake for AI consultancies
Porto learns the workflow, the data available, the systems involved and who sponsors the project, so your consultants start discovery from a real use case.
Fieldnote AI
AI assistant
Hi, I’m the AI assistant for Fieldnote AI. What would you like AI to help your team with?
Our support team answers the same 30 questions all day. We have three years of tickets in our help desk.
Data already covered
So it moves on to the team
That helps. How large is the support team, and who would sponsor this project internally?
What Porto does for AI consultancies
Porto replaces the contact form on an AI consultancy’s website with a short AI conversation. It learns the workflow to improve, the data available, the systems involved, the budget and who sponsors the project, and sends your solutions team a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Workflow
The task or process they want to improve
Data
What exists, where it lives and its quality
Systems
Tools the solution would connect to
Budget
A range, or whether it is still being set
Sponsor
Who owns the project and who approves it
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Northpoint Insurance Group
85
Strong fit
Need
Support team repeats the same questions daily
Data
Three years of help desk tickets
Team
18 support agents
Sponsor
VP of customer experience
Questions from AI consultancies
Does Porto give AI advice?
No. It collects context for your team and leaves recommendations to your consultants.
Will visitors know they are talking to AI?
Yes. Porto says it is an AI assistant in its first message.
Can it explain our past work?
Yes. Add your case studies and process to the knowledge base, and Porto answers from it.
See Porto set up for AI consultancies
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo