Different industries. Work that stays connected.

A patient’s journey begins before the consultation and continues after it. ConnectX connects appointment calls and messages with the clinical record, patient handout, next appointment, and billing preparation.

For patient-access teams: handle booking requests, reminders, and missed-visit follow-up with agents that remember the patient’s earlier interactions.

For clinicians: bring patient context into a live Medical Copilot, develop documentation during the conversation, and review the record while the encounter is still fresh.

For billing teams: review proposed codes, supporting reasoning, and an Integrity Score before submitting the claim.

Follow a workflow: the patient’s next visit+−

Illustrative workflow

1. The doctor tells the patient to return next week. Medical Copilot captures the instruction in the developing plan.

2. The appointment agent receives the task with the relevant patient context and schedules outreach.

3. The agent contacts the patient by call or WhatsApp and arranges the appointment through the booking workflow.

4. The booking and follow-up become part of the patient profile for the next encounter.

Human responsibility: the doctor makes the care decision and reviews the documentation. The appointment agent handles coordination.

Explore Clinical AI · Discuss a healthcare workflow

A customer following up on a request wants a useful answer and a clear next step. ConnectX AI Voice Agents can explain approved service information, request missing details, and carry follow-up into the right team’s workflow.

Connect relevant account or request context under your organization’s verification and access rules. Define the information the agent may discuss, the actions it may take, and when a specialist needs to make the decision.

Soft Forwarding brings that specialist into a separate channel with the customer’s issue already briefed. The agent can return with guidance or transfer the call when the specialist needs to take over.

Follow a workflow: a service request needs attention+−

Illustrative workflow

1. A customer calls about an unresolved service request. The configured verification process determines which information can be shared.

2. The agent checks the permitted request context, explains the recorded next step, and identifies what is still missing.

3. An exception needs a specialist. The agent provides a brief in a separate channel and asks for guidance or a takeover.

4. The agreed next step is recorded for the team’s follow-up, with the conversation available for evaluation.

Human responsibility: the organization defines verification, access, and decision authority. The specialist handles decisions outside the agent’s permitted service workflow.

Explore AI Voice Agents · Discuss a banking service workflow

Delivery coordination depends on details: availability, an address instruction, a customer’s preferred time, and the dispatch team’s constraints. ConnectX AI Voice Agents can collect those details, check connected booking information, and coordinate permitted changes.

Unified Memory carries earlier calls and messages into the conversation. When a change falls outside the available options, the agent consults dispatch through Soft Forwarding and returns with guidance or hands the call over.

Follow a workflow: reschedule a delivery+−

Illustrative workflow

1. The customer asks to move a delivery and the agent picks up the relevant details from an earlier message.

2. It checks the booking system and explains the available options.

3. A special request needs dispatch approval. The agent briefs the supervisor and receives an allowed alternative.

4. The customer agrees, the booking update succeeds, and the agent confirms the new plan.

Human responsibility: dispatch decides exceptions. The agent coordinates the approved change and confirms it after the connected system responds.

Explore the call workflow · Discuss a logistics workflow