Docs / Agents
Agent packs
The Clinic and Small Business packs, every agent in them, and how they share one memory.
Each agent has one job, the tools for that job, and rules it can't break. The agents in a pack share one memory of every person, so they work as a team: the front desk books a visit, Insurance Verification checks the coverage before it, the reminder goes out the day before, and Care Follow-up checks in afterwards.
Clinic Agent Pack
Twelve agents for clinics and medical practices.
Front office
| Agent | What it does |
|---|---|
| Clinic Front Desk | Answers patients 24/7 on every channel, registers new patients, books, moves and cancels visits, and sends reminders. |
| Schedule Optimizer | Fills cancelled slots from your waitlist within minutes, and catches likely no-shows early. |
| Recall & Outreach | Brings overdue patients back for annuals and follow-ups, and books them. |
| Referrals | Turns every referral into a booked patient, and makes sure the referring doctor hears back. |
| Reviews & Feedback | Asks how visits went, invites public reviews, and makes sure complaints reach you. |
Revenue
| Agent | What it does |
|---|---|
| Insurance Verification | Checks each patient's insurance before the visit, so problems don't become denied claims. US clinics; see Insurance. |
| Prior Auth | Makes sure no visit goes ahead without the authorization it needs. |
| Claims & Denials | Follows every claim until it's paid, and turns denials into next steps. |
| Billing & Dues | Sends bills with a payment link, reminds gently, and thanks people when they pay. |
Care and oversight
| Agent | What it does |
|---|---|
| Care Follow-up | Checks in after visits, and makes sure anyone who isn't well gets a call from your team. |
| Chart Prep | A one-page pre-visit sheet for every patient, ready the evening before. |
| Ops Supervisor | A morning brief of everything the agents did, and the few things that need you. |
Small Business Pack
For salons, studios, local services and shops: Receptionist (answers customers and books appointments), Billing & Dues and Reviews & Feedback.
Hiring and stopping
- Hire from the pack page (Choose your agents / Add more agents) or from an agent's own page.
- Hiring adds the agent's pages and its steps to the go-live checklist. Nothing goes live until a real channel is connected.
- Stopping an agent (its page → About → Stop) ends its work straight away. Its settings and history are kept, so hiring it again picks up where it left off.
Approvals: what an agent may do on its own
Some actions reach people without anyone asking, for example filling a cancelled slot from the waitlist, or texting a patient whose insurance couldn't be confirmed. Each of these has one of three settings:
- Automatic: it just happens.
- Notify: it happens, and your team gets a note.
- Approval: it waits in the Inbox until someone approves it.
Sensitive first steps start on approval; you decide which ones can run on their own once you trust them.
Packs on the way
Financial Services, Real Estate, Education and Hospitality packs are planned. On the Agent packs page you can click Notify me on any of them.
Something missing or unclear? Ask in the chat at the bottom right, or talk to the Saient team.