Healthcare use case

Pharmacy Refill Agent AI Agent

Automate pharmacy refill reminders across WhatsApp, SMS while improving adherence and reducing missed refills.

Example: Pharmacy Refill Agent that sends refill reminders and tracks pickup or delivery.

Channels: WhatsApp · SMS Outcomes: Improved adherence · fewer missed refills
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

Send refill reminders

How: Alerts before medication runs out.

Outcome: Higher adherence

Confirm refill

How: Records confirmation and prepares order.

Outcome: Faster pickup

Schedule delivery

How: Books delivery slots.

Outcome: Improved convenience

Escalate issues

How: Flags prescription renewals to doctor.

Outcome: Reduced delays

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: refill due

    Medication nearing end.

  2. 2

    Reminder

    Send refill alert.

  3. 3

    Action

    Prepare refill or delivery.

  4. 4

    Exceptions

    Rx renewal needed.

  5. 5

    Wrap-up

    Pickup or delivery confirmation.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: refill confirmed WhatsApp

Agent: Your refill is ready. Pickup today?

Patient: Yes.

CRM note: Refill confirmed; pickup today.
Scenario B: Edge case: delivery requested WhatsApp

Patient: Please deliver.

Agent: Delivery scheduled for tomorrow.

CRM note: Delivery scheduled.
Scenario C: Escalation: prescription expired Voice

Agent: Your prescription expired. I will request renewal.

CRM note: Rx renewal requested from doctor.
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, Pharmacy system, Delivery scheduling, EMR

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.