Customer service
Inbound and after-hours voice agent
A voice agent picks up calls your team can't, answers common questions, books jobs or appointments and texts urgent details to whoever is on call.
Voice/chat agent
Customer service · Automation
Patient and client intake
AI patient and client intake for clinics and firms
Intake forms, emails and scanned documents are read, checked for gaps and entered into your practice system before the first appointment.
01 today
The problem
Front-desk staff retype details from online forms, emailed scans and paper sheets into the practice system. Missing referrals, ID or signed consent come to light on the day, and the appointment starts late or gets moved. The same questions get asked twice.
02 the run
What the AI does
- Step 1: Picks up new intake forms from Jotform or Typeform and documents sent to the shared inbox.
- Step 2: Reads names, contact details, history and reason for visit from forms and scanned files.
- Step 3: Checks the file against your checklist for that service, such as referral letter, ID or signed consent.
- Step 4: Emails the client a friendly request for anything missing, with a secure upload link.
- Step 5: Creates or updates the record in Cliniko, Clio or Karbon and attaches the documents.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Front-desk staff confirm each new record before it is created and review any field the system was unsure about. Clinical or legal judgement on the intake stays with the practitioner.
04 after
What changes
Files are complete before the client walks in. Reception spends less time retyping and more time with the people in front of them.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.