Start with a working configuration
Browse ready-made templates by purpose and inspect the included activity categories, support style, pacing, intended outcomes, monitoring, and approval settings before assigning one.
Automate repeatable follow-through.
Keep the provider in control.
Use provider-configured Agents to prepare or carry out routine between-session messages and assignments on a schedule, with the approval rules, monitoring, and review history your practice sets.
What it helps you do
Run the repeatable parts of follow-through without rebuilding them for every client.
Agents turn a provider-approved setup into an ongoing workflow. Your practice chooses what an Agent may do, how often it runs, which client context it may use, and when a person must approve the next action.
Control what the Agent can do
Choose conversation support, assignment categories, desired outcomes, permitted context, frequency, reminders, monitoring, and whether a proposed message or activity needs approval.
Reuse a setup your practice trusts
Save a configured workflow as a preset, copy it for another use, and adjust the client-specific settings instead of recreating the same follow-through each time.
Keep planned support moving
Run the workflow on the cadence you set so routine preparation does not depend on someone remembering to restart it after every appointment.
Put review where it matters
Require approval for drafts or actions that need a person to check accuracy, fit, timing, and current client context. Approval behavior stays visible in the saved configuration.
See what ran and correct what did not work
Logs show the client, run time, preset, status, proposed or completed actions, available rationale, approvals, errors, and skipped work. Pause or revise a setup when an issue could repeat.
Put routine follow-through on a defined schedule.
Start free to configure an Agent, or request a demo to see templates, presets, approvals, and logs in one provider workflow.