PLATFORM

Build agents that do more than just talk.

Six channels and the layer that chains them. You say which ones a task can use. The agent works out the order as it goes.

01 Contact research02 Voice03 Email04 Fax05 Documents06 Human in the loop07 Orchestration
01  ·  channels: ["research"]

Contact research

Finds the right party and the right way to reach them before anything gets dialed. Most outbound work dies at the first step: wrong number, department moved, nobody knows who owns the request. The agent does the lookup, confirms the contact is current, and hands the rest of the system a real place to start.

Contact points foundKESTERLINE FOODS · 4 CANDIDATES
+1 415-555-0142
Employee services, reaches HR at option 6
SOURCECompany site
LAST SEEN3 days ago
hr@kesterlinefoods.com
Confirmed on a call, 9:21am today
SOURCEPrior task
LAST SEENtoday
Verifast portal
Third-party payroll, employer code 88213
SOURCEPayroll registry
LAST SEEN11 days ago
+1 415-555-0119
Rings a retail location, not corporate. Suppressed.
SOURCEApplicant
LAST SEENstale
02  ·  channels: ["voice"]

Voice

Enterprise-grade voice agents that sound like a person on the phone. Outbound and inbound calls that hold, wait, and get transferred the way a person would. Phone trees, gatekeepers, voicemail, callbacks, twelve minutes on hold. Tuned on hundreds of thousands of calls into institutional phone systems, so it knows what to do when the call doesn’t follow the script.

CALL-4417-A  ·  Meridian Health Partners  ·  +1 590-209-2000LIVE 08:41
IVR PATH
1press 4 · medical records0:09
2press 2 · release of info0:21
3hold · queue 4 of 46m 12s
4agent · D. Reyes6:33
DETECTION
voicemail no
gatekeeper cleared
recording notice played 0:02
consent rule CA two-party
TRANSCRIPT
06:34AGENT  I'm calling on behalf of Halvorsen and Poe to request records for a patient. Can I send you a signed release?
06:48CLERK  We need it faxed. Email doesn't work for releases.
06:55AGENT  Understood. What's the fax number, and who should it be addressed to?
07:01CLERK  590-209-2000, attention release of information.
Channel switch queued  voice → faxrequirement captured
03  ·  channels: ["email"]

Email

Threaded conversations that run on their own. Not a blast, not a template. The agent reads the reply, answers the question, attaches what was asked for, follows up when nobody responds, and knows when an address is dead.

Employment verification, Dana WhitfieldTHR-5518 · 4 MESSAGES
agent@usegroundrail.comMon 9:24am
Request sent with the signed release attached.
autoreply@kesterlinefoods.comMon 9:24am
Out of office until Wednesday. For urgent matters contact P. Nayar.
hr@kesterlinefoods.comWed 10:36am
Dana is still with us, came on as a Logistics Coordinator II in March 2021.
AGENT IS WRITINGSENDINGSENT BY THE AGENT, NO REVIEWDRAFT10:37AMDELIVERED 10:37AM
RE: Employment verification, Dana Whitfield

Thank you. One more thing before we close this out: was she salaried or hourly, and is the March 2021 date her hire date or her start in that role?

04  ·  channels: ["fax"]

Fax

Still the only way into a lot of institutions. Send, receive, confirm, retry, and read what comes back. Healthcare, legal, and government offices haven’t moved off it, and neither has the paperwork they require before they’ll release anything.

TransmissionsLAST 24 HOURS
FX-8841-02+1 590-209-2000PAGES3ATTEMPT1 of 3DURATION1m 04s■ CONFIRMED
FX-8841-03+1 415-555-0142PAGES12ATTEMPT2 of 3DURATION2m 47s■ CONFIRMED
FX-8842-01+1 213-555-0198PAGES3ATTEMPT3 of 3DURATION□ NO ANSWER
FX-8842-02+1 646-555-0110PAGES47ATTEMPTinboundDURATION6m 12s◐ RECEIVING
FX-8843-01+1 312-555-0166PAGES5ATTEMPT1 of 3DURATION0m 58s■ CONFIRMED
05  ·  documentPolicy: { … }

Documents

Send, receive, OCR, classify, flag, redact. Release forms, signed authorizations, records packets, whatever the other side demands before they’ll talk. The agent gets it in front of them and pulls structured fields out of whatever comes back.

whitfield-hipaa-release.pdfPAGE 2 OF 2 · 4 FIELDS FOUND
PATIENT NAMEDana R. Whitfield
DATE RANGE2023-01-01 to now
EXPIRES2027-01-26
REDACTED
SIGNATURE
CLASSIFICATION
HIPAA authorization
California variant
CHECKS
signature block foundexpiry 118 days leftdate range covers requestlegibility pass
REDACTIONS
1 region on this page, outside the authorized date range.
OUTCOME
Checks passed, faxed to +1 590-209-2000 at 11:13am. No review needed.
06  ·  escalate_on: [ … ]

Human in the loop

Agents finish most of the work, not all of it. Everything that stalls lands in one queue with the whole task attached and a clock running, so a person picks up mid-thread instead of starting over. This is the difference between an agent that demos well and one that runs at volume.

ESCALATION TYPES
warm transferdocument reviewconflicting informationneeds verificationnumber bouncedout of policy
Review queue14 OPEN · 3 BREACHING · 2 REVIEWERS ONLINE
CONFLICTING INFOResolveTASK-90412 · Kesterline Foods · start date differs by 4 months3h 41m
DOCUMENT REVIEWResolveTASK-90388 · Meridian Health · signature block not detected7h 02m
WARM TRANSFERTakeTASK-90455 · Alder Mutual · adjuster asked for a person, call is livelive now
NUMBER BOUNCEDResolveBATCH-1180 · 84 of 1,200 disconnected, skip tracing needed2d
OUT OF POLICYResolveTASK-90501 · caller asked for records outside the release window1d 4h
07  ·  retry, waits, resume

Orchestration

One request, several channels. The orchestration layer holds hands off tasks across agents so the work keeps moving without anyone watching it.

Any channel, any orderTASK-90412
VOICEEMAILFAXDOCUMENTSPERSONRESEARCH
every handoff decided by the agent, in either direction2d 1h 36m end to end

Tell us what you are trying to finish.

We will come back with whether the stack covers it, what it would cost to run, and how long it takes to stand up.