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.
Example with a fictional agency · nothing is sent.
Inquiry / Brief / First call
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.
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.
Three answers. One mini brief.
Draft · not yet put together
- Service
- Still open
- Brief
- Still open
- Handover
- Still open
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.
- 01Inquire
A shop is looking for support.
ServiceWhat 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 - 02Clarify
The brief takes shape in conversation.
FrameGoal, 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 - 03Prepare
The first call starts informed.
Next stepA 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 demoPeak 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
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.