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Peak Chat / Industries / Marketing agencies

Every inquiry sounds urgent.Not every one fits you.

Agencies spend a lot of time on first calls where it takes twenty minutes to find out what it's about. Peak Chat is meant to take project inquiries on the website: clarify service, goal and timing in conversation and turn that into a short brief. This flow is planned.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Try the agency example

Example with a fictional agency · nothing is sent.

First the brief. Then the first call.

Inquiry / Brief / First call

01Service02Frame03Next step
Example / Project inquiry

A brief before you talk.

Service
What is being asked for, in the client's own words.
Frame
Goal, preferred start and existing channels.
Next step
A first call if it fits, or an honest no.
Example with fictional data · not the product interface

Your brief as an example

What should the chat clarify for you?

Enter one service, the most important detail and the responsible role. The preview shows the brief and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Chat / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three answers. One mini brief.

Draft · not yet put together

Service
Still open
Brief
Still open
Handover
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

An example from agency life

From a website question to a prepared first call.

The sample agency Northlight is made up. The flow shows how Peak Chat is meant to guide a project inquiry.

  1. 01Inquire

    A shop is looking for support.

    Service

    What is being asked for, in the client's own words.

    On the services page a visitor asks whether Northlight handles campaigns for small shops. The chat answers and asks about the goal.

    Website → project question
  2. 02Clarify

    The brief takes shape in conversation.

    Frame

    Goal, preferred start and existing channels.

    The plan is for the chat to ask about start date and existing channels. Answers become bullet points the team can read straight away.

    Conversation → mini brief
  3. 03Prepare

    The first call starts informed.

    Next step

    A first call if it fits, or an honest no.

    If the inquiry fits, the chat is meant to offer a slot through Peak Booking. In the example only a local brief note is created, no appointment.

    Sample artifact → brief note

What agencies can use today

See the project inquiry in the live demo.

Today Peak Chat brings client conversations from email, Slack, Teams and WhatsApp Business into one inbox. Peak Booking and Peak Forms exist as separate apps. The live demo shows the planned agency flow with sample data.

View the live demo

Peak Chat / Your next step

Less guesswork before the first call.

Write the brief you wish you had before every first call. That's where your chat's questions come from.

Try the agency example
Local working example

For agencies with a full calendar.

A first call if it fits, or an honest no.

Frequently asked questions

What can Peak Chat do today?

Peak Chat brings Gmail, Outlook, Slack, Teams and WhatsApp Business into one inbox. You can mark conversations done, keep drafts and turn a message into a Peak task.

Does Peak Chat help with client Slack and Teams?

Yes. Slack and Teams channels already appear in the same inbox as your email.

Does Peak Chat answer automatically with AI today?

No. Automatic AI answers are planned and not available today. You write the replies yourself.

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