Features
No-code workflow orchestration with drag-and-drop builder
SmartSuite AI Agent Studio for building AI agents
Multi-view data visualization (Calendar, Card, Chart, Gantt, Kanban)
Real-time dashboards and live reporting
Built-in automation with triggers and actions
In-context collaboration with comments and decisions
Role-based access control and permissions
Audit trails and compliance reporting
Document management with rich content embedding
Pre-built solution suites for GRC, IT, Projects, Operations
Integration with Slack, Jira, Salesforce, and 100+ tools
Developer API for custom integrations
SOC 2 Type II, ISO 27001, GDPR, HIPAA compliance
U.S. and EU data center deployment options
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
