FEATURE / AI Intake Assistant

An AI chat that captures wedding leads 24/7.

Embed an AI assistant on your website, share it from your Instagram bio, or let it answer your Instagram DMs (in early access). It greets visitors in your voice, asks the right qualifying questions, and hands you a structured brief — with a quote already drafted from your saved rates.

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Embed in 5 minutes · works on Squarespace, Wix, WordPress, Showit
How it works

From cold visitor to qualified brief in one conversation.

Configurable through chat. Embeddable in five minutes. Hands you a structured brief that drafts itself.

01 / Configure

Set it up through chat

An AI assistant interviews you about your services, your tone, and what info you need to quote. No prompt engineering.

02 / Embed

Embed or share a link

Paste one line of code into Squarespace, Wix, WordPress, or Showit. Or share the standalone /i/[your-slug] link from your bio.

03 / Wake up to leads

Wake up to qualified inquiries

Each completed conversation arrives in your inbox with a structured brief and an auto-drafted quote ready for your review.

What you can do

Real conversations, structured outputs.

Designed to feel like a knowledgeable assistant — not a contact form. Every conversation gives you something you can act on.

— Configurable

Adapts to your services

The AI assistant is configured through an AI conversation that learns your services, your tone, and your qualifying questions. No prompt engineering required.

— Smart contact collection

Asks for contact info when it's natural

Choose whether the AI assistant asks at the start, middle, or end of the conversation — match your booking style.

— Session persistence

Visitors can come back later

If a visitor closes the tab and returns, they pick up exactly where they left off. No re-asking the same questions.

04

Embed in five minutes

Single script tag. Works on Squarespace, Wix, WordPress, Shopify, Showit, or custom HTML.

05

Structured required fields

Make the date, guest count, budget, or any custom field required. The assistant collects each as a typed value — date pickers, money inputs, choice chips — and tracks completeness, so no brief arrives half-empty.

06

Auto-drafts a quote

Each completed conversation triggers an AI quote draft from your saved rates — ready for your review.

07

Email on every inquiry

Get notified the moment a conversation completes. Includes the structured brief and a deep-link to the draft quote.

08

Inquiry dashboard

All inquiries triaged: Active, Needs Review, Awaiting Response, Archived. Status follows the linked quote.

09

Price protection

Configure whether the AI assistant shares ballpark pricing or stays silent until you respond. You stay in control.

10

Instagram DMs, in your inbox

In early access: when a prospect DMs your Instagram, the conversation lands in your QuotePilot inquiry inbox. The assistant drafts a reply for your approval — or auto-replies on your behalf. Pause or take over any thread at any time.

Real-world examples

Built for the questions event vendors actually face.

Describe your services once. The AI assistant adapts to every visitor — whether they're booking a planner, a venue, a caterer, or a decorator.

Full-service wedding planner

“Asks: ceremony date, guest count, venue, planning level (full / partial / day-of), services needed (floral, lighting, coordination), budget range, contact info”

Hands you a structured brief; auto-drafts a quote against your saved coordination packages.

Wedding florist

“Asks: date, ceremony + reception sites, palette inspiration, must-haves (bridal bouquet, centerpieces, bridal party), arrangement count, contact info”

Quote drafts from your floral price list with per-arrangement pricing.

Corporate event planner

“Asks: event type, headcount, multi-day or single-day, venue secured, services (catering, AV, signage, photography), corporate billing details”

Brief includes scope sections; quote draft uses your corporate-pricing rates.

Wedding venue

“Asks: event date, headcount, ceremony + reception or reception-only, catering plan (in-house, BYOB, outside), bar package, rental needs, contact info”

Brief includes venue-specific scope; quote draft uses your per-headcount venue rental tiers.

Works with

Pairs naturally with the rest of QuotePilot.

AI Quote Drafting

Every completed inquiry auto-drafts a quote from your saved rates.

Learn more →
Prices & Packages

The AI assistant uses your saved pricing to draft accurate quotes.

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Client Portal

Send the drafted quote to the lead. They accept and pay in one place.

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AI Booking Page

Wrap this chat in a hosted, photo-rich booking page at your own link.

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FAQ

Frequently asked questions

How long does it take to set up?+
About 5 minutes for the embed, and 10–15 minutes for the AI-driven configuration chat that customizes the AI assistant for your services. No prompt engineering required.
Where can I embed it?+
Anywhere you can paste a script tag — Squarespace, Wix, WordPress, Shopify, Showit, or custom HTML. The widget appears as a floating chat button.
Can I share it without embedding?+
Yes. Every workspace gets a standalone branded page at /i/[your-slug]. Share the link from your Instagram bio or paste it into DMs.
Will visitors know they're chatting with AI?+
Yes — and most prefer it to a contact form. The AI assistant is transparent about being your AI. It captures their info clearly, and you respond personally once you have everything you need.
What happens after a visitor completes the conversation?+
You get an email with the structured brief and a deep-link to a draft quote that the AI prepared from your saved rates. You review, edit, and send — usually in under two minutes.
Does the AI assistant share pricing?+
Configurable. You can have it share ballpark pricing, give a range, or stay silent on price until you respond personally. Whichever fits your booking style.
What if a visitor closes the tab partway through?+
Session state is saved in their browser. When they return to your site, the AI assistant picks up exactly where it left off — no repeated questions, no lost leads.
Can I make certain questions required?+
Yes. Mark the event date, guest count, budget, or any custom field as required, and the assistant collects each as a typed value — a date picker, a money input, choice chips. It tracks completeness so the brief that reaches your inbox is the one you can actually quote from.
Can QuotePilot answer my Instagram DMs?+
Yes — Instagram DM capture is rolling out in early access while we complete Meta's app review. Once enabled, incoming DMs from prospects land in your QuotePilot inquiry inbox; the AI Intake Assistant drafts a reply for your approval, or you can let it auto-reply. You can pause the assistant or take over any thread at any time.
How do event planners handle Instagram inquiries automatically?+
With QuotePilot's Instagram DM integration (in early access), a prospect who DMs your business Instagram triggers an AI-drafted reply using your configured services and tone. Their answers are captured as a structured brief, and a quote is drafted from your saved rates — the same flow as your website chat, just starting from Instagram instead.
Will the AI reply to Instagram DMs without me?+
Your choice. You can review and approve every draft reply before it sends, or enable auto-reply so the assistant handles the conversation on its own. Either way, you can pause the assistant or jump in at any point — the thread stays yours.
Begin

Capture every late-night wedding lead automatically.

5-minute embed · AI-driven config · auto-drafted quotes · 14-day free trial

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