Smart Intake

Smart Intake lets you create tickets in bulk from unstructured input — text descriptions, screenshots, PRDs, or specification documents. An AI agent analyzes your content and creates structured tickets with appropriate metadata. Each ticket enters the readiness pipeline at phase:research automatically.

When to Use It

Use Smart Intake when you have:

• A feature description or PRD that needs to be broken into individual tickets
• Screenshots or mockups that describe UI requirements
• A list of requirements in plain text or a document
• Ambiguous or loosely defined ideas you want the agent to decompose

For single, well-defined tickets, use the regular "New Issue" form instead.

How to Submit

1. Open the Kanban board for your project
2. Click New Issue (or the + button)
3. Select the Smart Intake tab
4. Enter your text description and/or drag-and-drop files into the upload zone
5. Click Submit

The API returns immediately with a batch ID. The UI polls for results every 2 seconds and shows the created tickets when the agent finishes.

Accepted File Types

Type	Formats
Images	PNG, JPEG, GIF, WebP
Text	Plain text (.txt), Markdown (.md)
Documents	PDF

Limits per submission:

Constraint	Value
Max files	5
Max file size	10 MB per file
Max tickets created	20 (agent-enforced)

What the Agent Does

The Intake Analyst agent reads all submitted content — including images via multimodal vision — and:

1. Identifies distinct requirements or features
2. Creates one ticket per requirement using the create_issue MCP tool
3. Sets each ticket to backlog status with the phase:research label
4. Writes a clear title and description for each ticket

The agent runs in the project root (read-only access to codebase context) and does not modify source code.

Ticket Lifecycle After Intake

All tickets created by intake enter the readiness pipeline:

You can move tickets to todo at any point to accelerate dispatch, or adjust the phase label if you want to skip earlier phases.

Configuration

Config Key	Location	Default	Description
intakeEnabled	Project settings	true	Disable to hide the Smart Intake tab
intakeModel	Project settings	(global model)	Override the model used for intake analysis
instructions.intake	Project settings	(none)	Custom instructions appended to the intake agent prompt

Configure these from the Settings page for your project in the Symphony UI.

Troubleshooting

Batch shows "failed" — Check that your files meet the size and type constraints. The error message stored with the batch record shows the last 500 characters of agent output for diagnosis.

Fewer tickets than expected — The agent caps output at 20 tickets per batch. For very large documents, split the input across multiple submissions.

Tickets look wrong or incomplete — Add instructions.intake to your project config to give the agent domain-specific guidance (e.g., "always include acceptance criteria", "use our internal ticket format").

Intake tab is missing — The intakeEnabled flag may be set to false in your project config. Enable it from the Settings page.