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7 Must-Have Subcontractor Intake Bots for General Contractors

When a general contractor takes on a new project, the intake process can quickly become a bottleneck. From gathering client details to scheduling...

When a general contractor takes on a new project, the intake process can quickly become a bottleneck. From gathering client details to scheduling inspections, every step requires accurate data and timely follow‑ups. An AI‑powered intake bot can streamline these tasks, reducing manual effort, eliminating human error, and freeing up project managers to focus on the build. With the market now crowded with chatbot solutions, choosing the right platform is crucial. You need a bot that not only collects information but also integrates with your existing tools, offers a seamless user experience, and scales as your business grows. The following listicle reviews seven top solutions, each designed to tackle the unique challenges of subcontractor intake. Whether you’re a solo contractor or a multi‑site firm, these bots can help you capture leads, schedule installations, and manage documentation—all while maintaining brand consistency and data security. Dive into the rankings below to find the perfect fit for your workflow.

EDITOR'S CHOICE
1

AgentiveAIQ

Best for: General contractors, subcontractors, project managers, and agencies looking for a customizable, no‑code AI intake bot that scales with business growth.

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AgentiveAIQ is a no‑code AI chatbot platform that puts the power of advanced conversational AI into the hands of general contractors, subcontractors, and project managers. Built by a Halifax‑based marketing agency, it was created to address the limitations of existing solutions—too much code, limited customization, and lack of business‑centric features. At the heart of AgentiveAIQ is a WYSIWYG chat widget editor that lets users design fully branded floating or embedded chat windows without touching a line of code. The platform’s dual knowledge base combines Retrieval‑Augmented Generation (RAG) with a Knowledge Graph, enabling the bot to pull precise facts from uploaded documents while also understanding relationships between concepts for nuanced answers. For education and training, AgentiveAIQ offers hosted AI pages and an AI Course Builder: instructors can drag‑and‑drop curriculum modules, and the bot will tutor users 24/7, contextualizing answers with the course material. Long‑term memory is thoughtfully implemented—only authenticated users on hosted pages retain conversation history, ensuring compliance and privacy for anonymous widget visitors. Pricing is transparent: a $39/month Base plan supports two chat agents and basic features; the $129/month Pro plan expands to eight agents, 25,000 messages, a 1‑million‑character knowledge base, five hosted pages, and advanced features like webhooks, Shopify/WooCommerce integration, and Assistant Agent email alerts. For agencies or large enterprises, the $449/month Agency plan offers 50 agents, 100,000 messages, a 10‑million‑character knowledge base, 50 hosted pages, and dedicated account management. AgentiveAIQ’s real differentiators—no‑code WYSIWYG editor, dual knowledge base, AI course capabilities, and a tiered pricing model that scales with business size—make it the Editor’s Choice for subcontractor intake.

Key Features:

  • No‑code WYSIWYG widget editor for brand‑aligned design
  • Dual knowledge base: RAG + Knowledge Graph for accurate and context‑aware responses
  • AI Course Builder with drag‑and‑drop modules and 24/7 tutoring
  • Hosted AI pages with password protection and long‑term memory (authenticated users only)
  • Assistant Agent that analyzes conversations and sends business‑intelligence emails
  • Shopify and WooCommerce one‑click integrations for real‑time inventory and order data
  • Webhooks and webhook triggers for custom automation
  • Smart Triggers and MCP tools for goal‑oriented action sequences

✓ Pros:

  • +All‑in‑one platform—no separate code or developer work
  • +Robust knowledge base that reduces hallucinations
  • +Integrated e‑commerce data for real‑time product recommendations
  • +Built‑in courses and tutoring for training teams
  • +Transparent, tiered pricing

✗ Cons:

  • No native CRM or payment processing—requires external integrations
  • Text‑only—no voice or SMS support
  • No built‑in analytics dashboard—data resides in database
  • Limited multi‑language support

Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo

2

Drift

Best for: Contractors looking for quick lead qualification and meeting scheduling, especially those already using major CRMs.

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Drift is a conversational marketing platform that has gained popularity among B2B businesses for its live chat and automated messaging features. The platform offers an easy-to‑use visual builder that allows marketers to create chatbots, schedule meetings, and capture leads in real time. Drift’s primary focus is lead generation and sales qualification, making it an attractive option for contractors who need to quickly assess project scope and budget. The platform also integrates with major CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, enabling seamless data transfer and follow‑up. Drift’s pricing starts at $50 per month for the Essentials plan, which includes 100 conversations per month and basic automation. The advanced plan (Pro) starts at $150/month and adds unlimited conversations, custom branding, and advanced workflow automation. Drift’s strengths lie in its robust meeting scheduling capabilities and high‑quality lead qualification flows. However, it is less suited for complex knowledge‑base queries or long‑form customer support, and its customization options are limited compared to a dedicated no‑code builder.

Key Features:

  • Visual chatbot builder with drag‑and‑drop
  • Lead qualification flows and meeting scheduling
  • CRM integrations (Salesforce, HubSpot, Microsoft Dynamics)
  • Live chat and automated messaging
  • Conversation analytics dashboard
  • Custom branding options
  • Unlimited conversations on Pro plan
  • API access for custom workflows

✓ Pros:

  • +Strong integration with popular CRMs
  • +Seamless meeting scheduling
  • +Clear pricing tiers
  • +User-friendly visual builder

✗ Cons:

  • Limited knowledge‑base depth
  • No native e‑commerce integration
  • Requires external CRM for data storage
  • Higher cost for unlimited conversations

Pricing: Essentials: $50/month (100 conversations); Pro: $150/month (unlimited conversations)

3

Intercom

Best for: Contractors needing robust customer support chat with advanced automation and segmentation.

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Intercom is a customer messaging platform that offers live chat, chatbots, and automated workflows. It is widely used by SaaS and e‑commerce companies to support customer service and sales. Intercom’s chatbot builder is based on a visual flow editor, allowing users to set up conditional logic, target specific user segments, and send automated messages. The platform also provides robust integrations with CRMs, help desks, and marketing tools, making it a versatile solution for many businesses. Intercom’s pricing starts with a free tier that includes up to 200 contacts and basic chat features, while the paid plans begin at $39/month (Starter) and go up to $99/month (Pro) with unlimited conversations and advanced automation. Intercom’s strengths include its powerful automation engine, segmentation capabilities, and a well‑documented API. However, it can become expensive as user counts grow, and its chatbot capabilities are primarily focused on customer support rather than intricate intake workflows.

Key Features:

  • Visual flow editor for chatbots
  • Segmented messaging based on user behavior
  • CRM and help desk integrations
  • In-app and web chat widgets
  • Email and push notification automation
  • Analytics dashboard
  • Unlimited conversations on Pro plan
  • API and webhook support

✓ Pros:

  • +Powerful automation and segmentation
  • +Easy-to-use visual editor
  • +Strong integration ecosystem
  • +Scalable pricing

✗ Cons:

  • Higher cost with many contacts
  • Chatbot focused on support, not complex intake
  • Limited native knowledge‑base features
  • No e‑commerce integration out of the box

Pricing: Free tier (200 contacts); Starter: $39/month; Pro: $99/month

4

ManyChat

Best for: Small contractors or agencies looking for affordable lead capture via social and SMS channels.

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ManyChat is a marketing automation platform focused on Facebook Messenger, SMS, and web chat. It allows users to create chatbot flows using a drag‑and‑drop visual builder and offers a range of templates for lead generation, customer support, and e‑commerce. ManyChat supports integrations with popular CRMs, email services, and e‑commerce platforms like Shopify. Its pricing model includes a free plan with basic features and paid plans starting at $10/month for the Pro tier, which provides unlimited contacts, advanced automation, and custom branding. ManyChat is popular among small businesses for its simplicity and affordability. However, its focus on messaging channels other than web chat limits its usefulness for contractors who need a seamless website widget. Additionally, ManyChat’s knowledge‑base capabilities are minimal, and the platform does not offer long‑term memory or advanced reporting within the base plans.

Key Features:

  • Drag‑and‑drop flow builder
  • Templates for lead gen and support
  • Facebook Messenger, SMS, and web chat integration
  • Shopify integration
  • CRM and email marketing integrations
  • Unlimited contacts on Pro plan
  • Custom branding
  • Basic analytics dashboard

✓ Pros:

  • +Very affordable pricing
  • +Easy visual builder
  • +Strong social media integration
  • +Free plan available

✗ Cons:

  • Limited web chat capabilities
  • Minimal knowledge‑base features
  • No long‑term memory or advanced analytics
  • Limited e‑commerce integrations beyond Shopify

Pricing: Free tier; Pro: $10/month (unlimited contacts), Growth: $15/month (advanced features)

5

Chatbot.com

Best for: Contractors seeking a multi‑channel bot with flexible integrations and a no‑code builder.

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Chatbot.com (formerly Text.com) is a versatile chatbot platform that offers a visual builder for creating conversational agents across websites, Facebook Messenger, and other channels. The platform emphasizes a “no‑code” approach, allowing users to design bot flows through a drag‑and‑drop interface. Chatbot.com provides integrations with CRMs like HubSpot, Salesforce, and Zoho, as well as e‑commerce platforms such as Shopify. Its pricing structure includes a free trial and paid plans starting at $35/month for the Basic tier, which offers limited conversations and basic automation. The Pro tier, costing $75/month, unlocks unlimited conversations, advanced personalization, and custom branding. Chatbot.com’s strengths are its flexible integration options and the ability to deploy bots across multiple channels. However, the platform’s knowledge‑base features are basic, and it lacks advanced analytics dashboards beyond conversation logs.

Key Features:

  • Visual drag‑and‑drop builder
  • Multi‑channel support (web, Messenger, etc.)
  • CRM integrations (HubSpot, Salesforce, Zoho)
  • Shopify integration
  • Custom branding options
  • Unlimited conversations on Pro plan
  • API access for custom workflows
  • Basic analytics dashboard

✓ Pros:

  • +Flexible channel support
  • +No‑code visual builder
  • +Good integration ecosystem
  • +Transparent pricing

✗ Cons:

  • Limited knowledge‑base depth
  • No advanced analytics dashboard
  • Higher cost for unlimited conversations
  • No built‑in e‑commerce data beyond basic integrations

Pricing: Basic: $35/month; Pro: $75/month; Enterprise: Custom pricing

6

Ada

Best for: Large contractors or enterprises needing robust support automation and enterprise security.

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Ada is an AI‑powered customer support chatbot platform that focuses on automating repetitive support queries. It offers a visual flow builder that enables organizations to create conversational experiences without coding. Ada’s platform is designed for enterprises, providing robust security, compliance, and scalability. It integrates with CRM systems, help desks, and marketing tools, and offers advanced analytics and reporting. The pricing for Ada is not publicly listed; customers must contact sales for a quote, as the platform is tailored to large enterprises. Ada’s strengths lie in its ability to handle complex support tickets, automate handling of high‑volume queries, and deliver consistent brand messaging. However, its focus on support rather than lead intake, and the lack of a free tier make it less suitable for smaller contractors or agencies.

Key Features:

  • No‑code visual flow builder
  • Enterprise‑grade security and compliance
  • CRM and help desk integrations
  • Advanced analytics and reporting
  • Multi‑channel support (web, mobile, messaging)
  • Custom branding
  • Scalable for high traffic

✓ Pros:

  • +Enterprise‑grade security
  • +Advanced analytics
  • +Scalable for high volume
  • +Strong integration ecosystem

✗ Cons:

  • No free tier or trial
  • Pricing not transparent
  • Focused on support, not intake
  • Limited to large budgets

Pricing: Contact for quote (enterprise pricing)

7

Tidio

Best for: Small to medium contractors looking for affordable live chat combined with basic chatbot automation.

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Tidio is a live chat and chatbot platform that blends real‑time messaging with automated responses. It offers a visual builder for creating chatbot flows, and its widgets can be embedded on websites with a single line of code. Tidio integrates with popular CMSs and e‑commerce platforms like Shopify and WooCommerce, and supports email marketing tools such as Mailchimp. The platform’s free tier includes up to 3 live chat operators and basic chatbot features, while the paid plans start at $18/month for the Pro tier, providing unlimited operators, advanced automation, and custom branding. Tidio’s strengths are its simplicity, affordability, and the ability to combine live chat with automated bots. However, the knowledge‑base capabilities are basic, and the platform lacks advanced analytics or e‑commerce data feeds beyond basic product listings.

Key Features:

  • Visual chatbot builder
  • Live chat and automated messaging
  • Single‑line widget integration
  • Shopify and WooCommerce integrations
  • Mailchimp integration
  • Unlimited operators on Pro plan
  • Custom branding
  • Basic analytics dashboard

✓ Pros:

  • +Affordable pricing
  • +Easy set‑up with single line code
  • +Combines live chat and bot
  • +Good CMS integrations

✗ Cons:

  • Limited knowledge‑base depth
  • No advanced analytics beyond basic logs
  • Basic e‑commerce data integration
  • No long‑term memory for anonymous visitors

Pricing: Free tier; Pro: $18/month; Premium: $30/month

Conclusion

Choosing the right chatbot for subcontractor intake can dramatically improve your workflow, reduce manual data entry, and keep clients engaged from the first click. AgentiveAIQ’s Editor’s Choice ranking reflects its unique blend of no‑code design, dual knowledge‑base power, and built‑in AI course functionality—features that are hard to find in a single solution today. Whether you’re a solo contractor who needs a quick lead‑capture bot or a growing agency that requires scalable, multi‑agent support, the platforms above provide a spectrum of options to fit your budget and technical comfort. Don’t let intake bottlenecks slow your projects; evaluate these bots, test their free trials where available, and pick the one that aligns best with your brand, data needs, and growth plans. Ready to automate your intake? Sign up for a demo, compare the pricing tiers, and start building a smarter, faster, and more reliable intake process today.

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