Signal Desk Smart Intake

Smart assistant

Start with what you know

About 3 minutes

Draft ready

Intent
Need
Reply

Plain language is fine Saved as you go No obligation

What can we help with?

Choose the closest match. The form will adapt as you go.

Main goal I need pricing Budget, proposal, scope, or commercial details I need advice Fit, questions, options, or technical guidance Something else Support, partnership, operations, or not sure yet

What is this about? This helps us ask the right follow-up questions. Where should we route this? City, region, or nearest market is enough.

State or province Which best describes you?

Routing preview

Choose a topic and region to see routing.

Region pending Team pending Waiting on topic

Pending

Add a little context

A few useful details now can prevent a round of follow-up later.

What would be most helpful? Proposal Consultation Information

When do you need this? Urgency

Tell us the short version 0/600 characters

What we picked up

Add context to detect timing, constraints, requirements, and urgency.

Smart summary

Add need details and context to create a clear note for the team.

Add a file if it helps Optional. PDF, image, spreadsheet, or short brief.

Where should we send the reply?

Just enough contact detail for the right person to follow up.

First name Last name

Email A business email can help the team understand the request. Phone

Organization

Preferred contact Email Phone Text

Response window Best callback slot

Tell us what you need. We will route it.

Start with what you know

What can we help with?

Add a little context

Where should we send the reply?

Thanks. We have what we need to start.