Features
AI voice intake (Maya) for after-hours calls and overflow
Guided self-enrollment (Aria) with chatbot and automated follow-ups
AI call scoring for compliance and coaching
Outreach campaigns (Penny) for NSF recovery and settlement authorization
Inbound support AI for client questions and status updates
Common inbox unifying client conversations across channels
Bulk settlement automation (Scout) from scrub to settlement
Real-time funds tracking for settlement readiness
POA automation without manual faxing
AI data assistant (Sage) answering CRM questions in plain English
Churn detection (Pulse) with recommended next actions
Live ops dashboards for sales, servicing, and negotiation KPIs
AI Agents for automated workflow execution
Flow Builder low-code automation design tool
Sidekick natural language AI assistant
Flow AI in-platform automation assistant
Voice AI for patient communications
Automated copay estimation with RTE verification
Care gap outreach and self-scheduling
Automated referral management and leakage reduction
Automated appeal letter generation
Real-time eligibility verification
Patient intake and registration automation
Order transcription automation
Denial prevention workflows
Pre-procedure instructions via Voice AI Agent
