AI intake for payroll providers
Porto learns how many people a company pays, in which states, on what schedule and when it wants to switch, so your sales team runs a focused demo.
Pinewood Payroll
AI assistant
Hi, I’m Pinewood Payroll’s AI assistant. How many people does your company pay today?
About 60, across Texas, Colorado and Georgia. We pay every two weeks.
States and schedule already covered
So it asks about the switch
Thanks. How do you run payroll now, and is there a date you’d like to be on a new system?
What Porto does for payroll providers
Porto replaces the demo request form on a payroll provider’s website with a short AI conversation. It learns the company size, the states it pays in, the pay schedule and the switch date, and sends your sales team a brief before the demo.
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.
Headcount
Employees and contractors paid each cycle
States
Where people work, for tax registration
Schedule
Weekly, biweekly or semimonthly pay runs
Current setup
The provider or process they use today
Switch date
Quarter start or year end target
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
Fairmont Home Health
78
Strong fit
Company
Home health agency, about 60 employees
States
Texas, Colorado and Georgia
Schedule
Biweekly, hourly staff with overtime
Switch
Wants to start next quarter
Questions from payroll providers
Can Porto answer questions about features?
Yes. Add your product details to the knowledge base, and Porto answers from it.
What about companies with one or two employees?
You set the minimum. Porto lets smaller inquiries know kindly and can point them elsewhere.
Can it book demos?
Yes, when you connect a calendar. Otherwise the brief goes to your sales team to schedule.
See Porto set up for payroll 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