STEP 1 · DESIGN & TEST
Design the conversational AI workflow
Our team advises you on the ideal Conversational AI workflow for your study, then sets it up end to end — with messaging optimized for your lead sources and indication. Build it like a coordinator: drag channels and rules onto the canvas to decide when the agent uses SMS, WhatsApp, a call, or a human — and edit every message inline.
Workflow settings
Applies across the whole flowQuiet hoursNo outreach in this window (patient-local)
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Channel fallback orderTry the next channel if no reply
◆ SMS→✆ WhatsApp→☎ Voice
Max attempts / channelBefore falling back or pausing
Retry delayWait before the next attempt
Reply response SLAHow fast the agent answers a reply
LanguagesAuto-detect & switch mid-chat
ENESZHVI
Safety escalation keywordsRoute straight to a clinician
severe symptomadverse eventemergency
Human-in-the-loopCoordinator can take over any chat
Require opt-in consentLog consent before screening
Honor STOP instantlyImmediate opt-out on any channel
Auto-sync to CTMS / EHRWrite back every touch & outcome
Business-hours warm transferLive hand-off only when staff are online
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Next step · Launch
Workflow designed. Now test the agent against real conversations before going live.