Agent StudioTurn how your experts work into agents that follow it.
- Prior auth intakeLive v12
- Remittance matchingDraft v3
- Member outreachUnpublished changes v7
Agent name
Prior auth intake
Instructions
You prepare prior authorization requests for the utilization team. Follow the plan in order. Never submit without the reviewer's sign-off.
Plan Plan Mode is active
- Read the referral packet and pull the order
- Check the member's eligibility and plan rules
- Match the order to the payer's policy criteria
- Draft the authorization request
- Submit to the payer portal
- Knowledge Base
- Built-in Tools
- MCP Integrations
- Skills
- Request & answer checks
- Standing Instructions
- Human Approval
- Metric Collection
- ROI Tracking
Human Approval
Ticked tools pause the run for a person's sign-off.
submit_authorizationsend_faxcheck_eligibilityread_policy
Plans
An agent is a written plan, not a black box. With Plan Mode on, every run follows your tasks in order and checks each one off.
- Plan ModeYour tasks become the run's checklist, so you can see where every case stands.
- Standing InstructionsRules the agent keeps on every run: tone, limits, and what it must never do.
- Human ApprovalPick the tools that pause a run until a person signs off.
Prepare the request for referral #4471.
- Read the referral packet and pull the order
- Check the member's eligibility and plan rules
- Match the order to the payer's policy criteria
- Draft the authorization request
- Submit to the payer portal
submit_authorizationKnowledge
Give an agent the policies, criteria and procedures your team already works from.
- Knowledge BaseUpload PDFs, Office files, spreadsheets and Markdown; each is indexed, then ready.
- Knowledge scopesShare a file with the whole organization, one project, or a single agent.
- Search per messageTurn knowledge-base search on or off for each request in a conversation.
Knowledge scopes
- Organization
- Project
- This agent
Files
- Utilization review policy 2026.pdfReady
- Payer imaging criteria.docxReady
- Fax intake checklist.mdReady
- Q4 plan rule changes.pdfIndexing
“We have been extremely happy working with ACTAVA. They have played an important role in evaluating and supporting the development of our AI agents and our broader approach to using AI effectively. Their combination of platform capabilities and expert support has been especially valuable, allowing me, as a non-software-developer subject matter expert, to meaningfully shape AI use cases while relying on the ACTAVA team to strengthen our thinking and apply best practices. We can confidently say that working with ACTAVA has accelerated our learning, improved the quality of our AI usage, and led to stronger results.”
Clem Foltz, FSACEOFull story Integrations
Connect an agent to the systems the work lives in, with only the access the work needs.
- ConnectorsAdmins choose which write actions are allowed and whom agents act as.
- MCP StoreAdd tool servers from the registry, or register your own.
- Request & answer checksEvery connected tool is blocked until it is explicitly allowed.
Agents may act as
- The person running themEach user connects their own account
- The organizationOne shared account for every run
Write actions
- Send email
- Share files
- Delete
Allowed domains
yourcompany.com
Versions
Work in a draft while the live version keeps running. Promote it when it is ready, and roll back in one step if it isn't.
- Draft, version, liveEach version is a snapshot of the agent you can view, compare or restore.
- CompareSee exactly what changed between two versions before you promote one.
- Approval before publishingA version reaches your organization only after an admin approves it.
- v12Holds referrals with a missing orderTodayLive
- v11Reads fax cover sheetsOct 28Previous
- v10Adds the eligibility checkOct 21Previous
Voice
The same agent can answer the phone. Test it in the simulator before a real caller hears it.
- Voice AgentSet the voice, the greeting and how a call is handed to a person.
- SimulatorTalk to the agent, read the transcript, fix it and try again.
- Cost per callEvery call shows what the model, speech and phone line cost.
- AgentHi, I'm calling from Lakeside Clinic about your appointment on Thursday.
- CallerCan I move it to next week? Mornings are better.
- AgentTuesday at 9:30 is open. Shall I book it and text you the details?
Cost of this call
- LLM 46%
- STT 18%
- TTS 22%
- Telephony 14%
Build your first agent with us
Our builders work with your experts to turn one workflow into an agent, and stay until it runs in production.