A free, open-source AI-powered client intake system for freelancers and agencies. Auto-qualify your leads with a smart chat page — no coding required.
The AI Client Intake Kit is a ready-to-use system that replaces boring contact forms with an intelligent chat page. When a potential client visits your intake link, an AI greets them, asks the right questions, and qualifies them — all automatically.
You get the full conversation delivered straight to you, so you only spend time on clients who are a real fit.
| File | Description |
|---|---|
website-chat-workflow-template.json |
The n8n workflow that powers the entire intake system |
AI_Intake_Setup_Guide.pdf |
Step-by-step written guide to get everything running |
Prompt.txt |
The AI system prompt — customize it to match your niche |
Full Setup Video Tutorial |
Watch-along video walkthrough of the entire setup |
- A potential client opens your intake chat page link
- The AI greets them and starts a friendly conversation
- It asks smart qualifying questions (budget, project type, timeline, etc.)
- Once the conversation ends, you receive a full summary
- You decide who to follow up with — no time wasted
- n8n — workflow automation (self-hosted or cloud)
- Groq — ultra-fast AI inference (free tier available)
- No frontend framework needed — the chat page is built into the workflow
- Import the
website-chat-workflow-template.jsoninto your n8n instance - Add your Groq API key inside the workflow
- Edit the
Prompt.txtto match your services and niche - Activate the workflow and share your intake chat page link
📄 Full details are in
AI_Intake_Setup_Guide.pdf🎥 Or follow along with the video tutorial included in the repo
- Freelance developers, designers, and copywriters
- Small agencies tired of unqualified leads
- Anyone who wants to automate their client onboarding process
You can fully customize:
- The AI's personality and tone (edit
Prompt.txt) - The qualifying questions it asks
- The summary format you receive
- The look of the chat page (inside the n8n workflow)
- An n8n account (free self-hosted or n8n Cloud)
- A Groq API key — get one free here
- No coding knowledge required
Found a bug or have an improvement idea? Feel free to open an issue or submit a pull request. All contributions are welcome!
This project is licensed under the MIT License — free to use, modify, and share.
Mahdi — Frontend Developer
⭐ If this helped you, consider giving the repo a star — it helps others find it too!