AI Automation

Build AI Agents for Your Practice — No Code

A HIPAA-compliant, multi-model agent studio: visually compose agents for reminders, voice, intake, CRM, and claims — PHI-safe by design.

StartAgentClaude Opus 4.8ToolLogicApproveEndPHI Firewallde-identify · BAA/ZDR · auditv1 · production2.5 credits

Use Cases

See how build ai agents for your practice — no code transforms healthcare workflows

Front Desk & Scheduling

Agents that handle appointment reminders, confirmations, reschedules, no-show follow-ups, and waitlist fills across voice, SMS, and email — so your front desk doesn't have to.

Patient Communication

Voice AI and omni-channel agents (SMS, WhatsApp, email, eFax) for intake, consent, reminders, and customer service — consent- and quiet-hours-aware, never bypassing opt-outs.

Revenue & Back Office

Automate CRM follow-ups, patient summaries, claims preparation, and invoicing — with high-risk actions (sending PHI, submitting a claim, charging a card) always behind a human approval.

Key Benefits

Build Agents Without Code

A visual canvas (drag-and-drop nodes: Start, Agent, Tool, Logic, Data, Human approval, End) lets a clinic manager assemble, test, version, and deploy a production agent — no engineers required. Ship a versioned agent as 'v1 · production'.

Complete Feature Set

Everything you need for build ai agents for your practice — no code

Visual Agent Canvas

No-code, node-based builder

  • Drag-and-drop typed nodes
  • Agent, Tool, Logic, Data, Approval, End
  • Live preview & test runs
  • Draft → production versioning
  • Start from curated templates

PHI Firewall

Safe by design, not by hope

  • Safe-Harbor de-identification + tokenization
  • BAA / zero-retention model routing
  • Per-agent PHI policy
  • Human-in-the-loop for risky actions
  • Every call audited

Multi-Model Router

Claude, GPT & Gemini — one interface

  • Pick a model per agent (Claude-first)
  • Unified tool-use loop & guardrails
  • Prompt caching & streaming
  • Structured outputs
  • Consistent token → credit metering

Integrations & Agent-to-Agent

Connect your whole stack

  • Gmail, Outlook, WhatsApp, Twilio SMS, eFax
  • Consume external MCP servers
  • Expose clinic capabilities via MCP (A2A)
  • OAuth-secured connections
  • File Search knowledge tools

Triggers & Automation

Agents that run themselves

  • Schedule (cron) & event triggers
  • New lead, appointment, claim status
  • Inbound message / fax / voice call
  • Webhook & API triggers
  • Manual + 'my approvals' inbox

Observability & Trust

Every run, fully traced

  • Step-by-step execution traces
  • Cost, latency & guardrail hits
  • PHI-access audit trail
  • Durable, resumable runs
  • Exportable for compliance review

Ready to transform your practice?

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