INTELLIGENT INTAKE / CHAT + FORMS + ROUTING
Capture Intent While the Prospect Is Ready to Talk
A qualified prospect can disappear in the minutes between a website question and a useful response. Static forms collect too little context, chat tools trap people in rigid scripts, and automated agents sometimes invent answers they were never equipped to give. Soltis SEO builds AI lead capture systems that help people move forward quickly while preserving accuracy, consent, and a clear path to a human.
We begin with the decisions intake must support. What makes an inquiry relevant? Which questions are appropriate to ask? What information changes routing, scheduling, urgency, or service eligibility? Soltis SEO studies existing forms, calls, chats, response times, qualification patterns, sales feedback, and abandonment. That evidence shapes a capture experience designed for the prospect and the team receiving the lead.
01 / STRATEGY
Adaptive Conversations With Defined Boundaries
Smart chat can interpret natural language, ask a useful follow-up, explain an approved topic, and direct a visitor toward the right action. Soltis SEO creates a controlled knowledge source, response instructions, restricted subjects, fallback language, and escalation logic. The system should clearly represent what it is, avoid unsupported advice, and make uncertainty visible instead of improvising.
Forms can also adapt without becoming intrusive. Earlier answers may reveal which fields matter, remove irrelevant questions, or offer an appropriate appointment type. We balance qualification needs with effort, especially on mobile. Sensitive fields are requested only when necessary, privacy context appears at the right moment, and prospects can choose phone, form, chat, or scheduling paths when the operating model supports them.
02 / STRATEGY
Routing That Carries Context Into Human Follow-Up
Capture is incomplete until the right person can act. Soltis SEO maps service, location, language, urgency, availability, account ownership, and other verified criteria to routing rules. The CRM record preserves the original page, campaign, conversation, qualification answers, consent, and requested next step. Notifications summarize what matters while linking back to the source context.
Handoffs set expectations for both sides. The prospect receives confirmation, timing, and a way to correct or add information. Internal owners receive a task or alert with a response standard. If an inquiry remains untouched, escalation makes it visible. When no one is available, the system offers an honest alternative instead of pretending that an immediate live response is occurring.
03 / STRATEGY
Improve Intake With Conversation and Outcome Evidence
Soltis SEO reviews more than the number of captured leads. We study completion, abandonment, unanswered questions, routing accuracy, appointment rate, contactability, qualification, response time, sales progression, and customer value where available. Conversation themes reveal missing website information, confusing offers, emerging demand, and objections that deserve stronger content or sales preparation.
Quality review includes sampled transcripts, hallucination checks, edge cases, spam, duplicate records, consent handling, and handoff failures. Prompts, knowledge, fields, and rules are adjusted as the business changes. The result is an intake system that becomes more helpful and accountable over time without allowing automation to hide mistakes behind a polished interface.