AI intake for managed IT service providers
Porto learns how many users and locations a business has, what is breaking today and when their current contract ends, so your team quotes the right plan.
Clearpath Managed IT
AI assistant
Hi, I’m Clearpath Managed IT’s AI assistant. What’s going on with your IT right now?
Our current provider takes days to answer tickets. We’re a 35 person law office with one location.
Size and pain point already covered
So it asks about the contract
Thanks. When does your current agreement end, and do you keep servers on site or work mostly in the cloud?
What Porto does for managed IT service providers
Porto replaces the quote request form on a managed IT provider’s website with a short AI conversation. It learns the number of users and locations, the current setup, the pain points and the contract timing, and sends your sales team a brief before the network assessment.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Users
Staff, devices and locations to support
Setup
Servers, cloud tools and core business software
Pain points
Slow support, outages or security worries
Contract
Current provider and when the agreement ends
Requirements
Industry rules or insurance requirements to meet
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Whitaker and Sloan LLP
83
Strong fit
Company
Law office, 35 staff, one location
Pain
Slow ticket response from current provider
Setup
One server on site, cloud email
Contract
Ends in 60 days
Questions from managed IT service providers
Can it tell new prospects from existing clients?
Yes. Porto asks early and routes support requests to the right person.
What about businesses below our minimum?
You set the minimum. Porto lets smaller inquiries know kindly and can point them elsewhere.
Does it work after hours?
Yes. The brief is waiting for your sales team in the morning.
See Porto set up for managed IT service providers
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo