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Agents

Agents overview

Understand provider-directed automation and the controls that keep routine follow-through reviewable.

4 min readUpdated July 2026

What Agents do

Agents use a provider-selected preset, permitted client context, timing, and approval rules to prepare or carry out supported routine follow-through.

What the provider controls

  • Conversation support and activity categories.
  • Desired outcomes and monitoring settings.
  • Frequency and whether the workflow is enabled for a client.
  • Approval requirements for drafts or actions.

Provider review

Important

Providers review agent settings and activity, apply clinical judgment, and use direct assessment and established emergency procedures when needed.

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