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Care navigation & triage

It answers questions and routes patients to the right service, or a human, strictly within clinical guardrails — improving access without overstepping.

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Care navigation & triage

Healthcare & Health-tech agent
What it doesAnswers & informs
Works withEHR · directory
ChannelsWeb, voice
Grounded byclinical guardrails
Action levelRead
In practice

A resolution, start to finish.

No forms, no queue, no hold music — the agent understands, checks your data, and completes the task in the same conversation.

U
“I have these symptoms — where should I go?”
W
On it — let me check that now.
◎ Understand the need⚙ Guide to the right service✓ Resolved
W
All done — you’re sorted. Anything else I can help with?
How it works

From first message to resolved.

The agent runs the full loop — understand, ground in your data, decide, act with the right approvals, then record and learn.

The agent Grounded retrieval Safety & approvals
1 · Trigger
The customer reaches out“I have these symptoms — where should I go?”
▼
2 · Understand
Read intent & detailswhat’s being asked, and the specifics
▼
3 · Gather · in parallel
Understand the needquestions, not diagnosis
Match the servicedirectory & guardrails
▼
4 · Decide
Apply your rulesWhich service fits, and when must this go straight to a clinician?
▼
5 · Safety check
Guardrails & approvalsensitive actions pause for a person; PII protected
▼
6 · Act
Guide to the right serviceclear next step
Escalate to a humanper guardrails
Reply to the customerclear, grounded, resolved
▼
7 · Record & learn
Log & improvefull audit trail; better next time
Who does what

Automatic when it’s safe. A person when it matters.

The agent handles auto

  • Navigation and information
  • Routing to the right service
  • Non-clinical questions

Routed to a person human

  • Any clinical/urgent symptom
  • Safety concerns
  • Anything beyond the guardrails
Data & actions

What it reads, and what it does.

Reads

data

Service directory and clinical routing guardrails.

Does

action

Logs the interaction and routes to the right service.

Records

audit

Logs every step with a full, replayable audit trail — and improves with feedback.

Built-in guardrails

Safe by design.

🛡️

Never diagnoses — routes only

🔒

Urgent cases escalated immediately

🧾

Fully audited

More Healthcare & Health-tech agents

The rest of the Healthcare & Health-tech team.

See the care navigation & triage working on your data.

Book a short demo and watch it resolve a real Healthcare & Health-tech interaction, end to end.