AI Agents • Workflow Automation • Intake Systems

AI agents that work the way your team works.

Intake, FAQs, routing, triage, internal support—built around your workflows, policies, and programs.

What AI agents can automate

Reduce admin load, improve response times, and deliver consistent outcomes.

Answer FAQs

Consistent, accurate responses—without staff inbox overload.

  • Program info
  • Eligibility guidance
  • Appointment details
  • Next steps

Collect intake information

Structured, high-quality data for staff review.

  • Triage questions
  • Controlled safety screening
  • Contact details
  • Automated task creation

Route clients & tasks

Information goes exactly where it needs to go.

  • Email routing
  • Team notifications
  • Program-based triage
  • Multi-team assignment

Accuracy, safety, and guardrails

AI behaves predictably and safely every time.

Trauma-informed communication

Language, tone, and escalation rules designed to protect clients.

  • No unsafe advice
  • Calm communication
  • Risk escalation triggers

Aligned with your documentation

Agents use only your approved policies and program descriptions.

  • Policy libraries
  • Decision trees
  • Workflow scripting

Internal AI agents for your staff

Tools that improve internal accuracy, speed, and documentation quality.

Policy & procedure assistant

Instant answers to internal questions.

  • Protocol lookups
  • Policy summaries
  • Decision guides

Documentation helper

Supports consistent, compliant staff notes.

  • Templates
  • Formatting
  • Missing details prompts

Forms & data automation

Eliminate copy/paste forever.

  • Form parsing
  • Automatic routing
  • Task creation

Ready for an AI system that works the way you do?

Start with Lite, Standard, or Pro — or combine AI + website + automations for a unified system.