AI · Client intake
Brevio
Replacing the intake form with a conversation that produces a structured brief.
The problem
Service businesses lose the first appointment to intake. The form sent ahead of time goes unanswered, so the details that decide how the session should run arrive verbally, in the room, late — and the practitioner spends the opening minutes gathering what they should have been able to read beforehand.
The solution
Brevio replaces the form with one shareable link. The client answers an AI assistant in conversation, with no account and no signup, and the business reads a structured brief before anyone walks in. The assistant is configured per business: name it, say what it needs to collect.
Key features
- Assistant configuration in about two minutes — a name, and the list of things to collect
- One public link per assistant; the client needs no account to answer it
- Conversational intake rather than a form, so a client can answer in their own words
- Every session lands as a clean, structured brief
- PDF export of a brief
Architecture
Configuration
The business signs in, creates an assistant and defines what it should collect. Accounts and assistant definitions are held in Supabase.
Client conversation
The public link opens the assistant with no authentication on the visitor side. The exchange is stored against the assistant that produced it.
Brief
The conversation is turned into a structured brief the business reads before the appointment, and can export as a PDF.
Tech stack
Technical challenges
PDF generation pulls in a heavy library, but most visitors on the marketing and intake paths never export anything.
The export library is loaded through a dynamic import, so its bundle is fetched only when someone actually exports. Visitors who never touch the feature never pay for it.
The client side of the product has to work for someone who will never create an account.
The intake link is public by design. Everything the client needs is reachable without a signup step, which is the whole reason the form gets answered at all.
Results
- Intake happens before the appointment instead of during it
- The client answers in conversation rather than abandoning a form
- The business reads a structured brief rather than reconstructing notes afterwards