Client Intake
Performs automated conflict checks on new clients, generates engagement letters, runs basic KYC verification, tracks document collection progress.
What this agent does
Performs automated conflict checks on new clients, generates engagement letters, runs basic KYC verification, tracks document collection progress.
How to activate it
Client Intake is part of the S.C.A.L.A. fleet of autonomous agents. You activate it straight from your dashboard: pick the agent from the PraxisOS pack, set its tone and autonomy rules, and it goes live on WhatsApp, email and web. No technical setup — the agent has persistent memory and uses your connected tools (calendar, CRM, payments) to take action, not just answer.
- 1Activate Client Intake from your S.C.A.L.A. dashboard.
- 2Apply the pre-configured PraxisOS pack for your industry.
- 3Set the autonomy level and let it run 24/7.
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