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AI agents that turn calls and messages into records staff can act on.

Connect phone, WhatsApp, and intake forms into one reviewable record per patient or admissions lead, answer routine questions automatically, and route anything clinical or sensitive to your staff.

A short call. Your first agent, a fixed quote, and the timeline. No obligation.

“Callers have to repeat their story every time because the last conversation was not captured.”
“Reception reads every WhatsApp thread to work out what the patient actually wants.”
“Phone, text, and email follow-up on the same person are tracked in different tools.”

One workflow, live in a week.

Step 1

Answer the routine questions

Non-clinical questions about services, locations, availability, and preparation are answered automatically, without waiting for reception.

Step 2

Capture a structured record

Contact details, the reason for the enquiry, and preferred times are captured on every call, text, or form submission.

Step 3

Escalate with a reason

Sensitive, uncertain, or clinical items are routed to staff with a summary and the captured context attached, never decided by the agent.

Step 4

Keep one history per patient

Calls, texts, and emails about the same person land on one record, so the next staff member continues the conversation instead of restarting it.

Before you start.

Does the agent make clinical decisions?

No. It handles intake, routine questions, and coordination. Clinical judgment, eligibility decisions, and sensitive exceptions stay with your qualified staff.

What channels does it work on?

Phone (voice), WhatsApp, and web or form intake are the most common starting points. We confirm your channels during the free Agent Audit.

What proof do you have here?

A behavioral health admissions build connected 150+ call records and tracked 28+ leads across phone, SMS, and email on one record. A clinic WhatsApp build turns every inquiry into a structured staff handoff.

Can it book appointments?

It can capture a requested time, but a slot is only confirmed once your scheduling workflow accepts it, so nothing is booked by mistake.

Tools we connect.

Know which agent to start with.

Book a short call and show us one workflow. You leave with the agent we would start with, a fixed quote, and what should wait.

Get my free Agent Audit