Healthcare & Public Health Operations
Community Access & Intake Agent
A digital front door into your organization: answers around the clock and structured intake.
Community memberasks a question
Web chatalways-open front door
SMStext line
Structured intakeclean record for staff
Someone has a question at 9pm. I am here for it.
What it does
Four Jobs, One Agent
Answers questions about services, hours, eligibility and locations over web chat and SMS.
Works in the languages your community speaks and collects structured intake as it goes.
Hands off to your team when a person is needed.
Where it fits. Most people reach out to a community organization after hours. The agent gets them through the door instead of to a voicemail.
Getting started
What It Takes, What You Get
What we need from you
Your approved service, eligibility and location information and rules on what must reach a human, and how fast.
What you get
24/7 first response, structured intake ready for follow-up and staff time returned to the conversations that need them.
Available With Setup
We configure this around your organization: your programs, approved information, workflows and requirements.
How it connects
Community member, web chat, sMS and structured intake, linked in one workflow.
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