Healthcare use case

Feedback & Experience Agent AI Agent

Automate patient experience feedback across WhatsApp, SMS while improving CSAT and reducing complaint resolution time.

Example: Feedback & Experience Agent that collects NPS and escalates complaints.

Channels: WhatsApp · SMS Outcomes: Improved patient satisfaction · faster closure
Enterprise security
Prebuilt integrations
Go-live in weeks
Omnichannel
Teams

Front Desk, Patient Support, Billing Ops, Care Coordination

Entry points

Website widget · Inbound number · WhatsApp deep link · Email · App chat

Deployment

Secure actions, supervised handoff, and full audit trails.

Who it's for

Built for teams that need speed and control

Front Desk Patient Support Billing Ops Care Coordination WhatsApp SMS Website widget Inbound number WhatsApp deep link Email App chat
What it does

Outcomes-first jobs your buyers care about

Collect feedback

How: Short NPS/CSAT surveys.

Outcome: Higher response rates

Classify complaints

How: Tags by severity and department.

Outcome: Faster action

Route to service recovery

How: Creates tickets for low scores.

Outcome: Better recovery

Close loop

How: Follow-up once resolved.

Outcome: Improved satisfaction

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: visit completed

    Survey launched.

  2. 2

    Score

    NPS captured.

  3. 3

    Action

    Route detractors.

  4. 4

    Recovery

    Resolve issues.

  5. 5

    Wrap-up

    Follow-up.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: high score SMS

Agent: Rate your visit 0-10.

Patient: 9

CRM note: CSAT high. Review request sent.
Scenario B: Edge case: long wait WhatsApp

Patient: Wait time was long.

Agent: I will log this and share with the team.

CRM note: Wait time feedback logged.
Scenario C: Escalation: complaint Voice

Patient: Staff was rude.

Agent: I am escalating to patient relations.

CRM note: Complaint escalated to patient relations.
Integrations

Systems connected with secure actions

Systems of record

HIS/EMR, Lab system, Billing

Service stack

Ticketing, Knowledge base

Comms

Voice, WhatsApp, SMS, Email

Action tools

Appointment scheduling, Pre-auth, Payment links, Survey tools, Ticketing, CRM

Supported methods: API · Webhooks · RPA fallback Data sync: Read + write
Guardrails & controls

Enterprise readiness built in

Role-based access with OTP or SSO for sensitive actions
PII redaction and masked views for IDs and payment details
Policy-locked response blocks for compliance language
Sentiment and risk thresholds that trigger human takeover
Full transcripts, action logs, and disposition codes
QA sampling, scorecards, and prompt/version control
KPIs & measurement

What you will improve

No-show rate

Missed appointments as a percent.

Average wait time

Time from arrival to consult.

Pre-auth TAT

Time to payer approval.

Billing query rate

Billing calls per 1,000 visits.

Lab report inquiry

Status requests per 1,000 tests.

Readmission rate

Avoidable readmissions (where applicable).

CSAT

Patient satisfaction scores.

Call deflection

Queries resolved without staff.

Configuration

Flexible to your policies, tone, and tools

Intents and flows
Tone and brand voice
Knowledge sources (FAQs, SOPs, policy docs)
Eligibility and routing rules
Dispositions and tags
Languages and accents (voice)
Business hours, SLAs, and fallback policies
Implementation plan

A phased rollout with clear deliverables

Week 0

Discovery + call listening

  • Workflow map and intent list
  • SOP alignment and compliance notes
  • Success metrics and QA plan
Phase 1

Pilot on 1 channel + 1 workflow

  • Agent prompts and guardrails
  • Test cases and failover scripts
  • Live dashboard with baseline KPIs
Phase 2

Expand intents + integrate systems

  • System actions and data sync
  • Multi-channel coverage
  • Supervisor playbooks
Phase 3

Optimize + scale

  • Continuous QA coaching
  • A/B tested prompts and flows
  • Governance and reporting
FAQs

Buyer objections, answered

How do you handle exceptions?

The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.

What happens when the agent is unsure?

It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.

Can we restrict what it can say or do?

Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.

How are transcripts stored?

Transcripts and action logs are stored with retention controls and audit access.

How does handoff work with our CRM or ticketing?

The agent writes structured notes, tags, and next steps directly into your system of record.

What languages and accents are supported for voice?

Major Indian and global languages with configurable voice and accent options.

See this agent live on your workflow

See the agent live with your data, policies, and channels.

Deploy an AI-supervised agent for your highest-volume workflow.

We consult, design, build, and manage the agent end-to-end.