Keep the number people know
Use supported forwarding or porting so caregivers and families can reach the agency through a familiar number. Configure when the agent handles the line.
AI phone & text agent
The first response. With your team behind it.
Let an optional AI agent answer the agency’s phone and texts, collect the facts and start the appropriate workflow. Keep your business rules and the people responsible for care in control.
See it in a demoOptional AI · Your business rules and approvalsheyhomecareOptional agentic workflow
CaregiverDevon P.Caregiver follow-up
AI phone & text agentAn incoming caregiver call
- 1CallerDevon P. · Verified
- 2RequestTomorrow’s visit
- 3DetailsCollected
- 4Next stepFollow agency rule
AI gathers the facts. Your business rules decide.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Understand the reason for contact
Start with a neutral greeting, clarify the request and gather the details needed for the relevant scenario. A schedule question is not automatically treated as a call-off.
Connect the conversation to work
Route inquiries, coverage requests and caregiver questions through the agency’s rules. Leave a conversation record so the office can review the outcome and next step.
How it comes together
A clear next step. At every stage.
- 1
Answer
Greet the caller and establish the reason for contact.
- 2
Clarify
Collect the relevant details and verify access where required.
- 3
Follow the rule
Start the permitted next step or reach a person.
Built around your agency
See your workflow, connected.
Walk through ai phone & text agent with our team. We’ll show how it fits your agency’s people, process and business rules.