We run your trial outreach so your team runs the trial.
Katalyst's AI agents call, text, and email patients for your clinical trials — across every therapeutic area — pre-screen them against your protocol, and warm-transfer qualified candidates straight to your coordinators, in every language, around the clock.
Voice · SMS · Email · Warm transfer — with a human in the loop.
The recruitment busywork, off your team's plate
Screening lists, chasing callbacks, no-show reminders, CTMS updates — the outreach that eats your coordinators' week. Katalyst runs it end to end across every therapeutic area, and hands your team a queue of qualified, ready-to-enroll patients.
Scale outreach across every channel
Our agents reach every patient on your list by voice, text, and email — persistent, multilingual, and respectful of quiet hours — so no eligible patient slips through because nobody had time to call.
- ✓ Voice, SMS, and email from one coordinated agent
- ✓ Multilingual conversations, day and night
- ✓ Automatic follow-ups and no-show reminders
Pre-screen, then warm-transfer
Each agent walks the patient through your inclusion/exclusion criteria in a natural conversation. Qualified patients are warm-transferred live to your coordinator, or booked straight into your calendar — never a cold lead in a spreadsheet.
- ✓ Protocol I/E criteria run conversationally
- ✓ Live warm transfer to a coordinator on the line
- ✓ Direct-to-calendar scheduling for the first visit
Total visibility, synced to your systems
Every call, text, transcript, and outcome lands in one unified inbox and writes back to your CTMS and EHR automatically — so your team sees the whole recruitment funnel in real time without touching a data field.
- ✓ Unified inbox across voice, SMS, and email
- ✓ Real-time recruitment funnel and status tracking
- ✓ Automatic CTMS / EHR write-back, no manual entry
From patient list to booked visit — handled for you
One protocol in, a queue of qualified patients out. Here's exactly what runs between the two.
Load the protocol
We turn your inclusion/exclusion criteria into an agent script and pull your patient or referral list from the EHR.
Reach out
Agents call, text, and email each patient — multilingual, persistent, and following up until they connect.
Pre-screen
A natural conversation walks the patient through eligibility and captures every answer to the transcript.
Hand off
Qualified patients are warm-transferred to your coordinator on the line, or booked straight into your calendar.
Sync
Every touch, transcript, and outcome writes back to your CTMS and EHR — clean records, zero manual entry.
Meet patients where they actually respond
An oncology trial recruits nothing like a diabetes study. Katalyst runs the channel — or the mix of channels — that fits your therapeutic area, your protocol, and your patient population.
Voice AI
Human-sounding outbound and inbound calls that pre-screen patients and answer their questions, at any hour.
SMS / text
Two-way conversational texting for reminders, pre-screening, and rescheduling — replies handled in seconds.
Personalized outreach, screener links, and visit reminders that keep patients moving through the funnel.
Warm transfer
When a patient qualifies, the agent hands them off live to your coordinator — no callback tag, no lost lead.
A human in the loop, on every conversation
Katalyst doesn't replace your coordinators — it hands them qualified patients and keeps them in command. Your team sets the scripts, approves the workflows, and can jump into any conversation at any time.
- ✓ Every call and message is recorded and transcribed for your review
- ✓ Coordinators can listen in, take over, or pause the agent instantly
- ✓ Escalation rules route anything sensitive straight to a person
- ✓ Workflows are built and tested with your team before a single patient is contacted
"In such a short space of time we have already become so dependent on Katalyst. I can't imagine life without you guys."
Live in weeks, not quarters
Three steps to a running study — click any one to walk through the actual product.
Design & Test
Our team advises you on the ideal conversational AI workflow for your study. We then set it up end to end, with messaging optimized for your lead sources and indication.
Open the demo →Launch
We perform comprehensive agent testing to ensure seamless handling of every conversation for your study — then go live with full QA.
Open the demo →Optimize & Monitor
We don't just leave your team to figure it out. We continually optimize the messaging, the AI model, and the workflow for the highest conversion rates until study close-out.
Open the demo →Questions, answered
What exactly does Katalyst do for us?
We run patient outreach and pre-screening for your clinical trials, end to end. Our AI agents contact your patients by voice, text, and email, screen them against your protocol, and hand qualified candidates to your coordinators — so your team spends its time enrolling, not chasing callbacks.
Which therapeutic areas do you cover?
All of them. We build the workflows and screening logic around your specific protocol — oncology, cardiology, metabolic, immunology, rare disease, and more — so the outreach is tuned to your therapeutic area and patient population, whatever the indication.
How does the outreach actually work?
You give us the protocol and a patient or referral list. We build the eligibility criteria into an agent, reach each patient across channels, pre-screen them conversationally, and warm-transfer or schedule the ones who qualify. Every touch syncs back to your CTMS and EHR.
Is there a human involved?
Always. Your team sets the scripts and approves the workflows, every conversation is recorded and transcribed, and coordinators can listen in, take over, or receive a live warm transfer at any point. The agent extends your staff — it doesn't replace them.
Which channels do you use?
Voice calls, SMS, and email, plus live warm transfer to a coordinator. We run whichever channel — or mix of channels — best fits your study and patient population.
Do you connect to our CTMS and EHR?
Yes. Outcomes, transcripts, and statuses write back automatically, so your records stay current without manual data entry.
Already run trials at the point of care?
Katalyst also offers a point-of-care platform for care providers — see Katalyst for providers.
How do we get started?
Tell us about your studies and patient population below, and we'll set up a tailored walkthrough and a go-live plan.
Let's take outreach off your plate.
Tell us your studies and patient population, and we'll set up a tailored walkthrough of how Katalyst runs your recruitment.
Thanks — we'll be in touch shortly.
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