A Day at the Front Desk
The four expensive moments in a practice always fall in the same places, and none of them is a staffing problem. They are workflows.
Everybody rings at once
Monday morning is one long busy signal at most practices. Concurrency here is a number you set, so the ninetieth caller at 08:05 is answered at 08:05.
One of them cannot wait
A live rule re-reads the urgency field every few seconds while the call is still running. When it turns, the call reaches a clinician before it ends.
Tomorrow's list
A scheduled workflow calls everybody booked for tomorrow. Confirming takes ten seconds, and anyone who cannot come is moved in the same conversation.
A gap opens
A cancellation is an event. It starts a workflow that works down the waiting list until somebody takes the time, rather than leaving a forty-minute hole.
The One Call That Leaves the Line
Most platforms score a conversation once it is over. For the one call where it mattered, that is too late. Here a rule evaluates the same schema against the conversation in progress, at an interval you choose, and may forward it before anybody hangs up.
Five ticks and one cross. The cross is the only one that counts, and the reason "mentioned" and "escalated" must never be one field.
Illustrative values.



Real Availability, Not a Callback Promise
The agent reads the same schedule your front desk reads — per practitioner, per room, per service, with capacity per slot for group sessions — and books, moves or cancels on the call. Patients who would have hung up at "we will call you back" leave with a time.
Taking a Message Is Not Giving Advice
This line decides whether an AI agent belongs in a practice at all. It is written into the agent and measured afterwards, rather than hoped for.
- Verify identity and take the presenting issue
- Ask the documented triage questions
- Read genuine availability and book
- Repeat a documented instruction verbatim
- Start recording once consent is given
- Interpret or grade a symptom
- Suggest medication or a dose
- Disclose anything before identity is established
- Hear a red flag and carry on with the script
- Record before anybody was asked
- Two identifiersBefore any patient detail, not after — and as a field rather than an assumption
- Scope of practiceClinical advice from a non-clinician becomes visible instead of unnoticed
- ConsentRecording is a tool the agent controls: ask, then start, and stop again for the sensitive part
- DisclosureThat an AI system is speaking is an opening the platform enforces, in the language of the call
What It May Look Up, and Do
An agent that can only talk lengthens the path to the front desk rather than replacing it. These run mid-sentence, against your real data.
And whatever you build yourself alongside them — against any HTTP endpoint, any MCP server, any of your own data stores. A practice management system nobody has integrated yet is an afternoon rather than a project.
Dashed means: never asked
A missing answer stays empty rather than being filled with something plausible — and so points at the question the script is missing.
Built From Your Protocol, Not Ours
There is no shipped triage logic you have to take on trust. There is yours: described, proposed, and reviewed before a single real call meets it.
You describe
It proposes
You approve
The same assistance builds flows, agents, state graphs, tools and campaigns across the whole platform — set out in full under Automations & Workflows.
The disclosure that an AI system is speaking is an opening the platform enforces rather than a line somebody remembered. Recording is a tool the agent controls so that, in Germany, it can be asked for before it starts. And an agent does not take an emergency report: it recognises one and routes it on without assessing or delaying it. What is processed and kept where is set out in full in the Trust Center.
- Never
- Engaged
- Two
- Identifiers first
- Live
- Escalation mid-call
- 0
- Diagnoses
Concurrency is a number you set
Before any detail, and as a field rather than an assumption
Urgency is read before anybody hangs up
Scope of practice is written in, and measured