New-Project Intake: From First Idea to a Planned Project

From a rough idea to a checked project plan, set up when you say start.

The New-Project Intake is software project intake for brand-new builds in the Ai1 platform by MyZone AI: it interviews you about the idea, drafts a plan with stages, owners and acceptance criteria, shows it to you first and sets the project up only when you type start in the chat.

We'll show you the New-Project Intake on your own project idea. Nothing is created until you type start.

Plans & pricing

  • A checked plan from day one

    Every new project starts from a plan you have read and adjusted, with a named owner for each stage.

  • Nothing starts by accident

    The project is only created when you type start in the chat. A forwarded approval or a finished document does not count.

  • No second projects

    Requests about something you already have go straight to the manager that runs it, so work is not duplicated or relayed twice.

  • A clean handover

    The manager who runs the build receives a short summary of what was set up and what you decided, so nothing is lost at the switch.

Get to know Ana

Ana is the front door for brand-new projects: she interviews you, plans the project and hands it to the manager who will run it. She asks great questions and listens carefully to the answers.

AI agent. Fictional persona; not a real person.

Ana, the persona of the New-Project Intake
NameAna Q.
RoleProject Intake Lead
Experience17 years
Work historyBusiness analyst at a tourism technology company
Project coordinator at a development agency
PersonalityGreat listener, thorough
Based inCusco, Peru

Why Ana has a personality

AI does better work as a specific expert, so the New-Project Intake works as Ana (Project Intake Lead, Cusco, Peru). You can rename Ana or change the personality, experience and profile settings at any time.

Why our agents have personalities

The New-Project Intake in short

Last updated · Reviewed by the MyZone AI team

The New-Project Intake at a glance
Use it forBrand-new projects where nothing exists yet
It starts withAn interview: what you want, who it is for and what finished looks like
The planScope, stages, an owner for each stage and acceptance criteria for the first tasks
The go-aheadOnly you typing start in the chat, after you have seen the plan
After set-upThe owning manager runs the build and sends work to the right specialists
What it never doesWrite code, test or release software

What the New-Project Intake does for you

  • Interviews you about the idea

    It asks what you want, who it is for and what finished looks like, turning a rough idea into a clear brief.

  • Drafts the project plan

    It sets out the scope, the stages, which specialist owns each one and pass or fail checks for the first tasks, sized from your answers rather than from urgency.

  • Shows you the plan first

    You see the whole plan before anything is created, and you can change any part of it.

  • Sets the project up on your word

    Once you say start, it creates the project with its background and first tasks. For a portal or app build, it arranges a dedicated manager agent through the Agent Manager.

  • Hands over to the manager

    The manager that owns the project takes it from there and sends the work out directly: code to the Developer, testing to quality checks, releases to the release team.

  • Redirects existing work

    Ask for a feature or fix on something that already exists and it points you to the manager that owns it instead of opening a new project.

How the New-Project Intake differs from a kickoff form

A kickoff form collects answers and leaves the planning to you. The New-Project Intake interviews you until a rough idea becomes a clear brief, then drafts the scope, stages, owners and acceptance criteria for the first tasks. You see and change the whole plan first. Nothing is created until you type start in the chat, and requests about something you already have go straight to the manager that owns it.

How this differs from the Project Manager: the Project Manager runs projects that are already under way, while New-Project Intake plans a brand-new project, sets it up once you say start and hands it to the manager who runs it.

From your request to a finished result

It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.

How the New-Project Intake works: you ask through the Comms Hub and Ai1 runs the steps: welcome and interview, draft the plan, you check the plan, you say start and set up, hand over. You approve at: you check the plan, you say start. It returns a project plan.
Tap the diagram to enlarge it

Step 1: Welcome and interview

You describe the new project and it asks the questions it needs to understand the goal and the people it serves.

Step 2: Draft the plan

It writes the scope, stages, owners and first tasks, each with a clear test for when it is done.

You approve

Step 3: You check the plan

You review the plan and make any changes before anything is created.

You approve

Step 4: You say start

The project is set up only when you type start in the chat. Until then, nothing is created.

Step 5: Set up and hand over

The project is created with its first tasks, and the owning manager takes over and runs the build.

Hand these situations to the New-Project Intake

Illustrative photo: the founder of an events-hire company planning a customer booking portal asks the New-Project Intake for help from their phone.
Illustrative photo. Describe the new project in plain words and answer a few questions.
  • You want a customer booking portal and nothing exists yet
    You get an interview, a draft plan to check and, once you say start, a project set up and handed to its manager.
  • You need a new agent for a job like supplier onboarding
    It drafts a plan with stages and owners, checks it with you, then passes the build to the Agent Manager.
  • You are not sure how big the job is
    The interview and the plan size the work before anything is built, so you know what you are taking on.
  • You want a new feature on an app you already have
    It sends the request to the manager that owns the app. No second project is created.

What you get

  • An interview summary of what you want and who it is for
  • A project plan with stages, an owner for each stage and acceptance criteria for the first tasks
  • A project set up with its first tasks once you say start
  • A handover summary for the manager who runs the build

What it won't do

Example: new-project intake and handover

Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.

What it was asked: We want pet owners to book routine visits online and see when their pet's next vaccines are due; nothing like this exists yet, and our holiday opening hours are wrong on the website.

Example report
Interview summary for a veterinary practice's new pet-owner booking portal: the request in the client's words, a table of what the interview established, the decision that the portal is a new project while an opening-hours fix goes to the website's existing owner, and four size figures.
Interview summary
Version 1 of a project plan with four stages (scope, build, test, release), each with one named owner and who signs it off, above a table of six first tasks with pass/fail acceptance criteria.
Draft project plan
A table of three changes the practice manager made to the plan, a note that a forwarded budget approval was not treated as a start, and a short chat where the manager types start.
Your check, then your start
Handover summary in three columns: what was set up, who runs the project now and which decisions stay with the client, and the request sent to the existing website's owner, with what intake did not do.
Handover summary

What it found: 3 findings, with the numbers

  • One interview of 11 questions turned a short request into a checked project plan: 4 stages with one named owner each, and 6 first tasks with pass/fail acceptance criteria.
  • The practice manager made three changes at the plan check, including a one-clinic pilot and no online payments; nothing was created until they typed start in the chat.
  • The opening-hours fix was sent to the manager that already owns the current website, so it did not become part of the new project or a second project.

For a real client, intake interviews the person in chat, drafts the plan, shows it for their check, and only after they say start in the chat does it set up the project with its first tasks, arrange a dedicated manager agent through Agent Manager, and hand over. This example uses an invented practice, so no real systems or records were read, no project or agent was actually created, and every figure is made up. It is trimmed: the full interview transcript and the plan's version history are left out. Run date: .

Want a project plan like this for your own project idea? Book a project intake walkthrough.

Book a project intake walkthrough

It asks before it acts

Every Ai1 agent works under human approval. Here is how the New-Project Intake keeps you in control.

  • Nothing is created until you type start in the chat after seeing the plan.
  • It is for brand-new projects only. Changes to something that exists go to the manager that owns it.
  • It never writes code, tests or releases software. The owning manager sends that work to the right specialists.
  • You can change any part of the plan before the project is set up.

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Works well with

The agents that turn the New-Project Intake's output into results: your whole team, working from the same place.

  • Scoping Agent

    Turns requirements into a technical scope with tasks, order and complexity for the build.

  • Agent Manager

    Creates the dedicated manager agent for a portal or app build once you say start.

  • Developer

    Writes the code once the owning manager sends the work over.

  • QA Orchestrator

    Checks each change and returns one clear quality verdict during the build.

Frequently asked questions about the New-Project Intake

How should I plan a new software project before anything is built?

Start with the goal, the people it serves and what finished looks like, then set out the stages, an owner for each stage and acceptance criteria for the first tasks. New-Project Intake in Ai1 by MyZone AI interviews you for those answers and drafts the plan for you to check and change.

Intake is for something brand new. If what you want changes something you already have, you skip intake and go to the manager that owns it.

What should happen at a software project kickoff?

Agree the plan, confirm who owns each stage and give a clear go-ahead. You can change stages, owners, scope or the first tasks after you see the plan; that is the point of the check.

The project is created with its first tasks only when you type start in the chat. An approval forwarded from somewhere else, or a finished scope document, is not treated as a start, and the manager who runs the build gets a short summary of what you decided.

What are acceptance criteria for a project task?

They are the pass or fail check that says when a task is done. New-Project Intake writes them for the first tasks in your plan, sized from your answers rather than from urgency, so you and the builders agree on what finished means.

After handover, the project's owning manager looks after it. For portal and app builds, intake arranges a dedicated manager agent, which then sends work to the Developer, testing and release teams.

How is New-Project Intake different from the Project Manager and the Requirements Agent?

The Requirements Agent documents what you need. The Project Manager runs projects that are already under way.

New-Project Intake sits at the very start of a new project: it plans it, sets it up and hands it to the manager who will run it.

About Ai1

Do I get just the New-Project Intake, or the whole platform?

The whole platform. The New-Project Intake is included on every Ai1 level, including Developer Core, with no per-agent charge. It works alongside the other Ai1 agents on your account. Compare plans

Two paths, one platform. Build it yourself on a developer plan, or let our team run your AI operations for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing

More about Ai1: security, setup time

Put the New-Project Intake to work

See the New-Project Intake turn a rough idea into a checked plan and a clean handover.

We'll show you the New-Project Intake on your own project idea. Nothing is created until you type start.

Plans & pricing

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