Purple Orange AI
Purple Orange AI / Chicago services
AI lead intake automation for Chicago service teams.
An inquiry should reach the right person with enough context to act. We connect your forms, inbox, and CRM so the team can review a useful brief instead of rebuilding the story from scattered messages.
Where the handoff gets lost
A customer fills in a form or sends an email. Someone copies details into a spreadsheet, asks for missing information, checks the service area, and decides who should call back. The delay is often in this handoff, not in writing a faster reply.
We map the sources you already use, the fields needed for a good first response, and who owns each type of request. Phone-call capture is a separate voice pilot; this page focuses on the intake workflow after a request arrives.
One reviewable intake path
A first workflow can collect the inquiry, detect an obvious duplicate, organize attachments, check your stated service area, and draft a scope brief or callback task. Your team reviews the record and decides what to send, quote, or schedule.
For a home-service example, the brief might show job type, neighborhood, urgency, photos, and a preferred callback window. It does not invent a price or tell the customer a visit is booked. Urgent requests follow the escalation rule you approve.
The test is whether staff can use it
We test missing addresses, unclear requests, out-of-area leads, duplicate submissions, unavailable integrations, and requests that need a person immediately. The handoff records what the system knew, what it could not verify, and who needs to act.
Before launch, record inquiry volume, time to a usable brief, missed handoffs, and staff correction time. After launch, compare qualified conversations and completed follow-up, not just the number of AI-generated summaries.
Scope the right first build
A single draft-and-approve intake task connected to one or two tools may fit the $2,500 Reviewable Agent install, with a first live draft in seven days after access is granted and 14 days of fixes. Multi-channel routing, complex CRM writes, and a voice line need a separate scope.
Max works directly with Chicago-area owners and operations teams. In-person meetings are available by arrangement; implementation can be remote. Bring a redacted example inquiry and the name of the person who decides the next step.
Proof you can inspect
Purple Orange Lead Gen is an owned operating system that exposes source quality, qualification constraints, and the review backlog. It demonstrates how we think about controlled lead operations. It is not a client result or evidence that this exact intake workflow is already running for a Chicago business.
Read before you build
Questions before you book
Will it reply to every lead automatically?
The first scope prepares a reviewed brief or draft. A person approves external replies and decides which requests warrant follow-up.
Can it confirm appointments?
Only after an agreed calendar integration confirms a real slot. Otherwise the workflow records an appointment request for a person to handle.
Do we have to replace our CRM?
No. We first check the access and integrations in the tools you already use. Any limitation or replacement proposal is agreed before a build.
Bring one messy inquiry
We will trace how it arrived, what information was missing, and who should act. The 30-minute intake will tell you whether a small reviewed workflow fits.