Capture the request
Connect an intake form. Decide which details matter and catch missing fields.
FREE INTERACTIVE TUTORIAL / CLIENT INTAKE
Learn by handling
one real-world task.
Four exercises. About 10 minutes. Work through sample inquiries, catch missing details, and decide what needs approval.
0 of 4 complete
Free to use, no signup. Sample data stays in this page; progress resets on reload. This teaches the workflow using browser rules, not a live AI model.
OPEN THE FIELDKIT
From “new inquiry”
to “ready to review.”
Edit the sample and run it. This browser-only demo uses simple rules, not a live AI model. Nothing is sent or saved.
01 / INCOMING
02 / REVIEW DESKSample preview
- Service
- Website design
- Budget
- $6,000
- Timing
- Next month
DRAFT RESPONSE · EDIT BEFORE APPROVAL
FOLLOW-UP PLAN
If there is no reply, review again in 2 business days.
Review the details and edit the draft before approving. No email will be sent.
BUILD IT ONCE. UNDERSTAND EVERY STEP.
A small system.
A complete handoff.
Practice on sample inquiries. Learn what to capture, what to ask, and when a person must make the decision.
Prepare the response
Structure the lead and draft a reply grounded in the inquiry and your services.
Keep a person in charge
Review, edit, and approve. Handle incomplete requests and failed steps.
Close the loop
Record the decision and schedule a follow-up for review.
Included in the tutorialFour guided exercisesImmediate feedbackEditable draftsDownloadable practice record
CHOOSE HOW YOU BUILD
Learn it. Or get it installed.
LEARN AT YOUR OWN PACE
Interactive tutorial
Free
Practice client intake, incomplete requests, response approval, and follow-up decisions.
- Four short, guided exercises
- Feedback on your work
- No scheduled session or payment
BUILD FOR MY AGENCY
Assisted installation
$750 / starting price
Have Prime24AI scope and install one intake and follow-up workflow for your agency.
- One agreed intake source
- Response review and follow-up steps
- Testing and a practical handoff
Final scope, software costs, timeline, and price agreed before work begins.
YOUR BUILDER
Built with Darnley Weekes.
I build supervised business workflows through Prime24AI. This fieldkit focuses on the pieces an agency needs to understand: what comes in, what gets prepared, who approves it, and what happens next.
Explore Prime24AI ↗Before you start.
Do I need to know Python?
No. The tutorial runs in your browser. A production installation involves connecting real tools and is scoped separately.
Is this demo connected to an AI model?
No. It uses browser-based rules to illustrate the review flow. A production installation needs separately configured integrations, credentials, and testing.
Will it send messages automatically?
The demo sends nothing. The proposed production workflow requires approval before sending a client-facing response.
Which tools will it work with?
We will confirm your form, email, and lead tracking tools before agreeing an installation. Software subscriptions and API usage are separate from the quoted build price.