Quick Intake

Quick Intake is an AI-powered wizard that turns a rough description of a feature or bug into a well-structured, quality-scored draft backlog item — without requiring you to fill in a form manually. It offers three paths to suit different working styles.

When to Use Quick Intake

Use Quick Intake when you have a clear idea of what you want to build but don’t want to spend time writing acceptance criteria and edge cases from scratch. It is ideal for:

Capturing a feature request received in a meeting
Turning a bug report into a structured ticket quickly
Adding an item based on a stakeholder conversation

For items requiring deeper discovery work (exploring the problem space, user research, document import), use the Idea Log instead.

Starting Quick Intake

Open your project and navigate to the Backlog.
Click the Quick Intake button in the backlog toolbar.
The first step opens, where you describe your item and choose a path.

Step 1 — Describe and Choose a Path

Enter a free-text description of the feature, bug, or idea. Then choose one of three paths:

Draft for me

The AI reads your connected GitHub repository (README, architecture docs, Copilot instructions) and recent backlog items, then generates a complete draft in one go — no follow-up questions needed.

A spinner and cycling status messages appear while the draft is being generated (“Reading your codebase…”, “Reviewing similar backlog items…”, “Drafting your item…”).
Click Cancel at any time to stop the generation and return to your description.
If no repository is connected, an amber warning banner is shown. You can still click Draft anyway → — the AI will use your backlog items as context instead of codebase files.
After the draft is ready, you go directly to the Review step (Step 2). No Q&A step.
A “Drafted from codebase” or “Drafted from backlog context only” annotation is shown below the quality score.

Talk it through

An interactive chat session where you describe your idea conversationally. The AI asks follow-up questions, explores edge cases with you, and builds a draft as the conversation progresses.

A persistent chat thread appears on the left; a live draft panel appears on the right (or below the thread on mobile) as the AI assembles the item.
Type your messages and press Enter or Cmd+Enter to send. The AI responds in real time with a streaming typewriter effect.
When the AI has enough information it proposes a draft. Click Add to backlog → to create the item and navigate to its detail page. Click Keep chatting to continue refining before saving.
Your chat history is saved in the browser session so you can navigate away and return.
A “Reconnecting…” badge appears if the live connection drops; the session resumes automatically.

Guide me (Q&A)

The classic step-by-step path. The AI generates 3–5 targeted clarifying questions based on your description.

Questions are shown one at a time. Answer each in your own words.
Your answers are saved in the browser so you can refresh and resume.
Click Next to advance, then Submit answers to generate the draft.
After generating, you proceed to the Review step.

Review the Draft (Draft for me and Guide me paths)

The AI produces a complete draft backlog item with:

Title — a concise, actionable title
Type — feature, bug, chore, or spike (inferred from your description)
Description — context and background prose
Acceptance Criteria — testable conditions for “done”
Edge Cases — error paths and boundary conditions
Validation Steps — a manual QA checklist
Quality Score — a calculated completeness score (80+ is “ready”)

Review and edit any field directly in the form. When you’re happy, click Create Item to save it to the backlog.

Saved Progress

The wizard automatically saves your progress to browser local storage. If you close the page before finishing, the next time you open Quick Intake for the same project your previous description and answers will be restored. Click Start over to discard the saved state and begin fresh.

After Creation

The new item is added to the bottom of your backlog with the status Draft. If the quality score is 80+, you can immediately move it to Ready from its detail page. Use Auto-Elaboration to batch-enrich multiple items, or Refine with AI on the detail page to iterate further.