All workflow agents

Every published agent in the AI Workflow Library, grouped by solution area.

Payer Operations

Provider Credentialing Agent — Runs the full NCQA CR1–CR10 credentialing workflow—NPI validation, CAQH sync, primary source verification, OIG/SAM/NPDB exclusion screening, and committee-ready packet assembly.
Payer Enrollment Agent — Automated payer enrollment maps requirements by payer, state, and provider type, pre-fills applications, and submits by portal, EDI, fax, or PECOS. Providers reach active in-network status in 45 to 60 days against a 90 to 120 day baseline, with 85% clean on first pass. Contract clause review and rate benchmarking stay human-in-the-loop.
Network Adequacy & Optimization Agent — Validates provider directory accuracy, runs CMS Medicare Advantage network adequacy calculations, targets recruitment to coverage gaps, and produces No Surprises Act–compliant directory updates.
Plan Configuration Agent — Translates SPD/SBC documents into CAPS-ready benefit rules, validates MHPAEA parity across six classifications, runs adjudication regression tests, and routes go-live and amendments through mandatory human gates.
Claims Adjudication Rules Agent — Configures BH-specific claims edit rules, manages code mappings and telehealth adjudication logic, runs test claim batches, and surfaces denial-pattern optimizations—every rule change goes through approval.
Member Eligibility Verification Agent — Runs payer eligibility verification in under 3 minutes per patient, from insurance card capture through the 270/271 exchange. Cascades BH carve-outs (Magellan, Optum BH, Carelon) at 92% accuracy and estimates patient cost before the visit.
Member Onboarding Agent — Drives 834 enrollments and exchange members from intake through HRA scoring, PCP assignment, and first-90-day engagement—with mandatory human gates for clinician HRA review and crisis outreach.
Behavioral Health Prior Authorization Agent — Handles the full BH prior auth lifecycle—requirement determination, clinical packet assembly, FHIR R4 (CMS-0057) submission, concurrent review, and SB 1120-compliant denial review with peer-to-peer coordination.
Continuous Compliance Monitoring Agent — Monitors Federal Register, eCFR, Regulations.gov, and LegiScan in real time; runs MHPAEA NQTL comparative analyses and 42 CFR Part 2 SUD confidentiality audits; produces legal-review-ready remediation packages.
BH VBC Performance Agent — Designs behavioral-health VBC contracts end to end—quality metric selection with feasibility flags, baseline measurement, provider scorecards, shared-savings scenario modeling, and renewal evidence packages.
Medicare Enrollment Desk — Reads one submitted MA-PD application and produces a formatted enrollment report—signature and SOA, documents, BEQ, service-area, election-period and dual/LIS eligibility, CMS transaction and TRR, fulfillment and notices—read-only, with no table writes.
Member Service Desk (Voice) — An outbound welcome-call voice agent for new Medicare Advantage members that verifies the member, offers a menu of questions the desk can answer, answers one at a time from read-only tables, recognizes grievances and coverage requests, and closes with a spoken summary.
Member Service Desk (Incoming) — A conversational member and provider service desk that identifies the caller, presents a question menu, answers the chosen question from read-only tables and the Evidence of Coverage, offers another, and closes with a formatted contact record—no table writes.
Prior Authorization Desk — Reads one prior-authorization request and produces a report that opens with a plain briefing, then the determination—decision clock, date-of-service eligibility, coverage criteria in NCD then LCD then plan order, two-midnight level of care, network status, and notices—pending rather than denying on gaps and routing adverse determinations to a physician reviewer.
Claim Review & Payment Desk — Adjudicates a member's inpatient facility, professional, and transitional-care-management claims against the prior authorization on file—eligibility, authorization match, coding validation, contract pricing, sequestration, QMB cost-share protection, and Medicaid crossover—closing with remittances and an EOB.
Small Group Broker Quoting Desk — Takes a single employer group from census arrived to a producer-ready quote pack in one run—preflight credential check, census normalization, size determination, participation and contribution testing, rate-table pinning, census rating, and funding comparison—never releasing the quote, only producing a decision-ready pack with a full audit trail.
Install & Enrollment Desk — Executes the post-sale installation pipeline from released quote to issued cards and first invoice in one background run—install configuration, election window, participation re-test against real elections, prior-coverage credit requests, document and card issuance, and first billing expectation—as rule-based lookups and threshold tests against stated criteria.
Employer Service Desk — The desk the employer calls, as a conversation—answers the eligibility question in the employer's own terms, records the change, and states its effect on next month's invoice in the same call, detecting qualifying events from the payroll feed, issuing the right continuation material on time, reissuing cards and documents, and reconciling the group bill line by line.
Renewal & Retention Desk — Reads a renewal cohort's year at T-120—utilization, size drift, waiver movement, participation, and any member case the Appeal Desk rolled up—then at T-90 decomposes each group's rate change into age, area, trend, and benefit change, prices the renewal, tests retention signals, and routes at-risk groups with an intervention while releasing the rest as standard.
Prior Authorization Intake Desk — The first desk a submission reaches—registers it, stamps the receipt date every downstream clock runs from, determines whether prior authorization is required at all, applies the three-element test for whether a claim exists, establishes urgency, inventories what was attached, and routes—holding no medical policy, so it never reviews, qualifies, or denies.
Claim Review Desk — Answers one question about one claim—is the bill correct—reading the eligibility result rather than re-deciding coverage, checking the billed lines sum to the claim total, testing every line against every billing rule, reporting rules that passed as well as the one that failed, removing the lines the rules remove, and stating the allowed amount.
Payment Desk — Answers one question about one claim—who pays what—reading the eligibility and claim-review results rather than re-deciding either, taking the allowed amount, confirming the deductible is met, applying the copay first and coinsurance to the remaining balance in that order, and reconciling the plan share and member share back to the allowed amount before publishing a split.
Appeal Desk — Answers one question about one claim—is the member being asked for too much—stating the member's ground in her own terms before testing it, checking the accumulator is dated on or before the date of service before using it, working out how much out-of-pocket maximum was still payable that day, capping the member's share where it exceeds that, and moving the excess to the plan.

Behavioral Health

BH Eligibility-to-Payment Orchestrator — Runs the full 15-step BH revenue cycle—eligibility verification with carve-out cascade, CMS-0057 FHIR prior auth, parity-aware claim generation, denial appeals, and patient payment reconciliation—built specifically for BH coding and adjudication paths.
ABA Session-to-Billing Orchestrator — Turns ABA session notes into clean claims, applying CPT 97151 to 97158 logic, 15-minute unit math, and concurrent-supervision rules before submission. First-pass clean claim rates run 82 to 90%, with session-to-submission under 24 hours. Any claim missing supervisory sign-off gets held.
BH Intake-to-Matched-Provider Agent — Takes a patient from first contact through validated assessment, rules-based acuity triage, condition-weighted provider matching, confirmed appointment, and post-match engagement monitoring—with clinical safety gates at every step.
BH Predictive Engagement Agent — Scores BH appointment no-show risk, delivers tiered reminders calibrated to risk, handles cancellations and reschedules conversationally, and re-engages patients at risk of dropping out—routing clinical decisions to humans.
Between-Session Support Agent — Augments human therapy with evidence-based between-session conversational support (CBT, DBT, MI), monitors continuously for safety risks, and escalates crises to clinicians with zero delay. Never replaces a clinician—amplifies one.
BH Outcome Measurement Orchestrator — Runs the 9-step BH outcome measurement pipeline—active PHQ-9/GAD-7 administration, passive voice/language analysis from session recordings, predictive modeling on treatment response, and payer-ready measurement-based care reporting.
Multi-Source Crisis Detection Agent — Ingests session transcripts, patient messages, wearable data, and assessment scores to detect imminent risk of suicide, self-harm, or substance relapse—then coordinates appropriate clinical response with documented escalation paths.
BH Practice Compliance Agent — Continuously scans clinical notes, validates consent, monitors parity at the point of care, detects documentation deficiencies, and tracks remediation—keeping BH practices audit-ready without an in-house compliance army.
BH Workforce Optimization Agent — Runs an 11-step workforce optimization pipeline for BH provider organizations—credential monitoring, panel capacity tracking, demand forecasting, scheduling optimization, and burnout signal detection—with humans approving all clinician-impacting decisions.

Care Management

Prospective HCC Chart Review Agent — Scans patient charts before scheduled visits to surface suspected HCCs with MEAT evidence, generating physician-facing pre-visit briefs under CMS V28.
Retrospective Chart Audit Agent — Retroactively mines closed charts for missed HCCs, prioritizes by financial impact, pre-validates against denial patterns, and batches for coder review and submission.
Prior Authorization Automation Agent — Analyzes incoming PA requests against NCD/LCD criteria, verifies provider credentials, and generates authorization decisions with full audit documentation under payer oversight.
Pre-Appointment Chart Review Agent — Automated chart prep turns each scheduled patient's record into a one-screen brief covering problem list, meds, care gaps, HCCs, and recent labs. Briefs reach the provider's EHR worklist before clinic starts, and same-day add-ons get one within 15 minutes. Each brief saves 12 to 18 minutes per visit.
Real-Time Encounter Documentation Agent — Ambient-listens to the patient–clinician conversation, drafts a structured SOAP note, surfaces HCC and care gap opportunities live, and routes to the physician for sign-off and EHR write-back.
Gap Identification & Prioritization Agent — Reconciles payer gap lists against clinical data, scans records for already-closed gaps, calculates HEDIS compliance, and prioritizes open gaps by clinical and financial impact.
Gap Closure Execution Agent — Closes HEDIS and quality care gaps through multi-channel patient outreach, in-visit gap alerts, and bulk standing orders with physician sign-off. Closure rates run 35% to 50% within 60 days, with 90% of patients touched each month. Closed gaps post straight to the payer quality portal.
Continuous Population Risk Scoring Agent — Aggregates multi-source patient data, segments members into risk tiers, detects tier transitions, and generates care management worklists with explainable risk drivers.
Readmission Risk Prediction Agent — Scores 30-day readmission risk at discharge, triggers tiered post-discharge outreach, monitors recovery signals, and escalates deteriorating patients to clinical teams.
SDOH Identification & Action Agent — Identifies social determinants from clinical notes and screenings, maps findings to Z-codes, matches needs to community resources, initiates referrals, and tracks outcomes.
Pre-Submission Claims Intelligence Agent — Validates claim completeness, scores denial probability, flags high-risk claims with remediation recommendations, and submits clean claims to the clearinghouse.
Post-Denial Management Agent — Classifies denial root causes, assesses appeal merit with human oversight, generates appeal packages, tracks resolution, and feeds outcomes back to prevent future denials.
Continuous Financial Performance Monitoring Agent — Ingests claims run-out, projects year-end shared savings or losses, identifies cost drivers, models interventions, and tracks ACO REACH risk corridor position.
Contract Scenario Planning Agent — Models new VBC contract opportunities with financial projections, sensitivity analysis, and risk assessments, producing executive decision packages—all recommendations require human approval.
Appointment Confirmation & Rescheduling Agent — Refills the calendar after no-shows and reschedule requests, finding the next compliant slot in 90 seconds instead of 12 minutes by hand. Every change routes through a staff approval gate, and same-day no-shows drop 25% to 35%.
Chronic Disease Management Outreach Agent — Chronic care engagement runs on multi-touch SMS, voice, and mail sequences, personalized to each high-risk patient the agent identifies. It segments by channel preference, language, and engagement history, then triages responses. Engagement rates run 3x untargeted outreach, 38% of HEDIS and Stars gaps close within 90 days, and manual care manager outreach drops 65%.
Medication Refill & Pricing Agent — Helps members find the most affordable medication refills by comparing pharmacy pricing, calculating insurance cost-share, and generating interactive pricing guidance in the member's preferred language.
Intelligent Referral Routing Agent — Routes each referral to the right in-network specialist, verifies payer network and prior auth, then tracks the patient to a completed visit. Network leakage drops 32%, completion climbs from 55% to 80%, and $240K to $900K a year stays in network. Monthly reviews classify the leakage that remains by root cause.
Attribution Monitoring & Optimization Agent — Replicates CMS attribution algorithms (MSSP, REACH, MA), predicts attribution changes, quantifies financial impact, and drives retention outreach to keep the right patients attributed.
Sertraline Clinical Decision Agent — Walks providers through a structured sertraline safety assessment—Black Box monitoring for paediatric patients, serotonin syndrome screening, drug interaction checks, GAD-7 disease control, and PharmD escalation on hard stops.
Warfarin Clinical Decision Agent — Walks providers through a structured warfarin assessment—bleeding versus thromboembolic risk balance, INR therapeutic-range adherence, drug-food interaction screening, dose-adjustment guidance, and PharmD escalation on hard stops.
GLP-1 Agonist Clinical Decision Agent — Walks providers through a structured GLP-1 receptor agonist assessment—MTC and MEN2 contraindication screening, GI tolerability and titration pacing, pancreatitis surveillance, glycaemic and weight trajectory monitoring, with PharmD escalation on hard stops.
Clozapine Clinical Decision Agent — Enforces Clozapine REMS programme compliance—mandatory ANC monitoring gates, agranulocytosis and myocarditis screening, metabolic and seizure threshold surveillance, bowel obstruction prevention, with PharmD escalation on hard stops.

Sales & Marketing

Web-Lead Follow-Up Agent — Drafts a personalized follow-up email for each fresh website lead, matching prospect title to a persona, selecting the most relevant product, and queuing it for seller review before send.
Outreach Email Co-Pilot — Drafts a cold or warm outreach email to any CRM lead, grounded in real account context. One product, one proof point, one soft CTA, under 90 words. Ready to edit in about 6 minutes, with thin account records flagged in the draft.
Meeting Summary & Next-Steps Agent — Turns a sales meeting transcript and seller notes into a concise recap-and-next-steps email, pulling CRM activity, insights, contacts, and opportunity context so follow-up goes out the same day.
Prospect Technology Research Agent — Interactively researches a selected prospect's technology stack across EHR, CRM, AI, HR, and BPM systems, then compiles a structured technology profile report to inform targeted outreach and discovery.
Healthcare Prospect Technology Analysis Agent — Analyzes a healthcare prospect's technology stack and operational pain points, then generates detailed reports with charts and interactive dashboards mapping AI capabilities to the prospect's specific needs and projected ROI.
Health-System Prospect Research Agent — Presents a curated list of top US health systems for selection, then conducts deep web research on the chosen system's technology stack across EHR, CRM, AI, HR, and BPM, producing a structured technology profile.
On-Demand Customer Intelligence Agent — On request, synthesizes web intelligence and recent news on an account into a dated research digest with two to three actionable outreach ideas tied to specific stakeholders and open opportunities.
Always-On Account Monitoring Agent — Continuously monitors the web for news about watched prospect accounts, filters for material events—leadership changes, funding, M&A, regulatory moves—and generates prioritized alerts with outreach suggestions tied to open opportunities.
ICP & Persona Definition Agent — Builds a defensible, origin-tagged Ideal Customer Profile and refreshed buyer personas by contrasting closed-won against closed-lost accounts, producing a versioned ICP with traceable attribute origins and a diff against the prior version.
Lead Scoring Agent — Scores every lead weekly against ICP profiles and engagement signals, assigning a 0–100 score with a Hot/Warm/Cool band and a rationale, and surfaces the top-ranked leads with score-movement tracking.
Lead Enrichment Agent — Enriches raw leads with verified contact details and public intent signals, dedupes against existing contacts, and produces reviewable per-field deltas for human approval before any write-back to the CRM.
Account Prioritization Agent — Ranks every account by firmographic fit into A/B/C tiers using CRM data and ICP profiles, scoring 0–100 on segment match, employee and revenue band, and environment, with a written rationale per account.
Rep Activity Digest Agent — Summarizes a rep's daily CRM activity—calls, emails, meetings, and stage changes—into a digest for reps and managers, flagging neglected high-value opportunities that need attention.
Territory Planning Co-Pilot — Builds balanced territory coverage plans from team headcount, target industries, regions, and historical revenue—recommending allocation methods, sample AE-to-account mappings, and flagging coverage gaps or overloads.
Executive Pipeline Status Agent — Generates a numbers-first executive pipeline update from CRM opportunities, quota targets, deal scores, and risk flags—covering total pipeline, weighted forecast vs. quota, top risks, and biggest wins.
Pipeline Optimizer Agent — Forecasts the pipeline, detects stalled or slipping deals, integrates risk signals, and generates recommended follow-up actions per at-risk deal from CRM opportunities, activities, and deal scores.
Competitor Battlecard Agent — Generates a structured battlecard for a named competitor from existing battlecards, loss reasons, and positioning notes—covering archetype, strengths, weaknesses, how-we-win angles, where-we-lose risks, and a live-call talk track.
Competitive Positioning Agent — Produces a cited one-page competitive summary comparing a competitor's pricing, positioning, product strategy, and sales motion against our strengths, synthesizing web research, internal battlecards, and product data with conflict flags.
Engagement Knowledge Base Builder — Periodically ingests the engagement corpus—proposals, won deals, delivered work, notes, activities—then classifies and links each artifact by client, sector, problem, and solution to build a searchable index of prior work.
Engagement Knowledge Query Agent — Lets sellers query the indexed engagement corpus in natural language to surface the most relevant prior proposals, won deals, and delivered work for a new opportunity, with links back to the source artifacts.
Conversation Intelligence Agent — Analyzes sales call transcripts and email correspondence to extract buying signals, coaching opportunities, competitor mentions, and rep-accuracy risk flags, producing classified insights with recommended follow-up actions.
Sales Deck Builder & Checker — Creates on-brand sales decks and evaluates existing ones against corporate standards, pulling CRM and product context to tailor the narrative and checking messaging, structure, and brand compliance before delivery.
Customer Proof Points Agent — Gathers social proof about the company or a selected competitor, scores and selects the five strongest verbatim quotes from reviews and testimonials, and tags each with persona, source tier, and a direct link.
Sales Objection Rebuttals Agent — Builds margin-safe objection rebuttals grounded in battlecards, product data, and finance floors—taking two to three seller-supplied objections and returning an acknowledgement, a rebuttal, and a backup stat or story for each.
Deal Scoring Agent — Scores every active deal weekly through three independent lenses—analytical evidence, creative upside, and skeptical gaps—then writes a composite score and a skeptical flag back to the CRM for the rep and manager.
Account Plan Agent — Builds and maintains quarterly versioned account plans from CRM data—goals, risks, opportunities, and next steps—and produces a quarter-over-quarter diff so teams see exactly what changed.
Pipeline Assistant Agent — Scans your sales pipeline for stale deals, close dates coming due, and activity gaps, then ranks what needs attention by dollars at risk. Each flagged deal gets a brief risk briefing with a concrete next action, written back to the CRM. Deals touched recently or already carrying a flag stay out of the briefing.
Closer Agent — Reviews every deal in Scoping or later daily, stitches context from opportunities, activities, notes, insights, and risk flags, and produces a built-out close plan with target date, milestones, blockers, next action, and surfaced risks.
RFP Answer Agent — Turns a prospect's RFP or security questionnaire into a review-ready proposal—extracting each item, drafting source-tagged answers from the knowledge base with honest negatives, and offering a formatted Word export on request.
Proposal Drafting Agent — Drafts a complete branded proposal for a sales opportunity from CRM deal data—executive summary, solution narrative, commercial summary, implementation overview, and next steps—with every figure matched exactly to the quote.
Deal Desk Agent — Manages quotes and agreements—analyzing active quotes for cross-sell gaps, flagging stalled quotes that need follow-up, and validating pricing and approval workflows against finance data, with per-quote deal-desk actions.
Pricing Assistant Agent — Detects margin leakage and recommends optimal, floor-bounded pricing—analyzing quote line items against finance data and product pricing to produce per-line and total recommendations with plain-language justification.
Proposal Review Agent — Reviews proposal and contract terms against the deal playbook and prior closed-won deals, flags risky clauses like out-of-policy discounts or non-standard terms, and suggests redlines benchmarked to past winning deals.
Contract Making Agent — Builds an MVP draft contract by populating the company template with deal-specific CRM data—legal entity, commercial terms, quote line items, and signatory—marking unresolved fields as clear placeholders.
Customer Case Study Agent — Turns a customer win—document, interview, transcript, or CRM record—into a single branded case study slide plus speaking notes, following a fixed one-slide template and never inventing customer facts.
Brand Voice & Anti-Slop Agent — Audits or rewrites any draft copy against a per-customer brand-voice profile and hard anti-slop rules—checking structure, scanning for banned buzzwords and filler, evaluating tone fit, and returning a rewrite or a flagged report.
Content Repurposer Agent — Transforms a single press release into multi-channel owned content—LinkedIn posts, blog articles, social snippets, and press-kit materials—enforcing brand-voice consistency and anti-slop standards, with review before export.
News Value & Story Angle Agent — Evaluates press releases and announcements for newsworthiness, scoring against seven classic news values and surfacing the two to four strongest story angles as a go/no-go gate before any media outreach.
Media List Builder — From a press release and company context, produces a ranked, tiered reporter and outlet list with contacts, coverage notes, and a recommended angle, exportable for outreach.
Personalized Pitch Agent — Takes a selected reporter, angle, and press release and writes a personalized one-paragraph pitch that references the reporter's recent work, surfacing every draft for human review before any send.
Awards & Recognition Scout Agent — Discovers, evaluates, and tracks awards and recognition programs relevant to a company's achievements—enriching each with deadlines, fees, and requirements, ranking by fit and ROI, and maintaining deadline reminders.
Events & Conferences Scout — Finds audience-, geography-, and message-aligned conferences, separates speaking from exhibiting opportunities, filters by cost, drafts CFP proposals, and tracks submission deadlines for thought-leadership visibility.
Analyst List Builder Agent — Builds and ranks analyst-relations target lists by researching industry analysts and firms covering a market or topic, enriching with contacts, coverage focus, and freshness status, output as a ranked report.
Churn & Expansion Agent — Analyzes churn risk and expansion signals for existing customers, prepares QBR materials, and drafts renewal pitches with ROI proof points—pulling closed-won opportunities, workstreams, accounts, quotes, and products from the CRM.
Win Announcement Agent — Writes celebratory Slack/Teams and professional executive email win announcements when a deal closes—sourcing the closed-deal data, verifying the win via workstreams, crediting contributors, and adapting output per channel.

HR / People

Preboarding Orchestration Agent — From offer acceptance to Day 1: trigger IT provisioning, send welcome materials, assign buddy, schedule orientation, collect forms.
New Hire Q&A Agent — Answer any new hire question about benefits, policies, logistics, tools, culture. Available 24/7 via Slack or portal.
30-60-90 Day Check-In Agent — Automated pulse checks at 30/60/90 days. Assess ramp progress, flag disengagement, alert manager with coaching tips.
HR Help Desk Agent — First-line resolution for all employee HR questions: benefits, PTO, payroll, policies, procedures. Auto-escalate complex cases.
Leave Management Agent — Calculate entitlements (FMLA, state, company), check eligibility, generate action checklists, create leave tickets, track return dates.
Benefits Enrollment & Guidance Agent — Guide employees through benefits selection with personalized recommendations. Handle open enrollment, life events, and plan comparisons.
Payroll Inquiry Agent — Answer payroll questions instantly: pay stubs, tax withholdings, deductions, direct deposit, pay schedules, and bonus calculations.
Employee Data Change Assistant — Process employee data changes: name, address, emergency contacts, tax withholdings, reporting structure. Validate and route approvals.
Policy Document Intelligence Agent — Index and reason over entire policy library. Answer nuanced policy questions with citations. Flag outdated policies.
I-9 & Work Authorization Agent — Manage I-9 verification workflows, track expiring work authorizations, generate compliance reports, and prevent costly violations.
Performance Review Draft Agent — Generate comprehensive review drafts from feedback data, goals, and accomplishments. Reduce manager writing time by 80% while improving quality.
Goal Setting & OKR Assistant — Drafts OKR summaries and goals with you, checking SMART criteria and verifying alignment to parent company objectives before manager approval.
Continuous Feedback Assistant — Prompt, draft, and deliver real-time feedback between managers and employees. Build a culture of continuous recognition and growth.
PIP Management Agent — Structure performance improvement plans with clear milestones, track progress, ensure documentation compliance, and guide managers through the process.
Calibration & Talent Review Assistant — Prepare talent review materials, identify rating inconsistencies, support calibration sessions with data-driven insights.
Skills Gap Analysis Agent — Map current workforce skills against future needs. Identify gaps at individual, team, and org level. Prioritize learning investments.
Personalized Learning Path Agent — Create individualized learning journeys based on role, skills gaps, career goals, and learning style. Curate content from multiple sources.
AI Learning Coach — On-demand learning support: answer questions, explain concepts, quiz knowledge, provide practice exercises, and adapt to learning pace.
Compliance Training Agent — Manage mandatory training assignments, track completion, send reminders, generate compliance reports, and flag overdue employees.
Leadership Development Agent — Identify high-potential leaders, create development plans, track leadership competency growth, and support succession planning.
Compensation Benchmarking Agent — Pull market data, analyze comp positioning, identify outliers, and generate benchmarking reports for any role, level, or location.
Pay Equity Analysis Agent — Analyze compensation across demographic groups, identify statistically significant gaps, model remediation scenarios, and generate audit-ready reports.
Merit & Bonus Cycle Agent — Automate merit increase and bonus calculations, enforce budget guidelines, model scenarios, and generate approval packages.
Total Rewards Statement Agent — Generate personalized total rewards statements showing the full value of compensation, benefits, equity, and perks for each employee.
Attrition Risk Prediction Agent — Score flight risk at employee and team level. Identify drivers (comp, manager, growth, burnout). Recommend retention interventions.
Workforce Planning Simulator — Model scenarios: hiring freeze, layoffs, reorgs, expansion, M&A. Show impact on headcount, cost, productivity, and skills.
Org Design & Structure Agent — Analyze organizational structure, identify span-of-control issues, model reorgs, and optimize reporting relationships.
Headcount Forecasting Agent — Forecast hiring needs based on growth plans, attrition trends, productivity targets, and budget constraints.
Workforce Cost Modeling Agent — Model total workforce costs including compensation, benefits, overhead, and contingent labor. Analyze cost per unit of output.
Clinical Workforce Intelligence Agent — Track clinical staffing health shift by shift: patient-to-nurse ratios, overtime trending, agency usage and attrition risk, with a CNO dashboard daily.
Employee Sentiment Intelligence agent — Analyze employee sentiment from surveys, Slack, reviews, and feedback channels. Surface trends, predict issues, and recommend actions
Pulse Survey Design & Analysis Agent — Design targeted pulse surveys, deploy at optimal frequency, analyze results with statistical rigor, and generate action-oriented reports.
Recognition & Rewards Agent — Facilitate peer and manager recognition, automate rewards fulfillment, track recognition patterns, and ensure equitable distribution.
Workplace Conflict Resolution Agent — Guide employees and managers through workplace conflict resolution with structured frameworks, mediation scripts, and escalation paths.
Employee Career Coach — Personalized career coaching: assess strengths, explore paths, set development goals, and navigate career decisions.
Internal Job Matching Agent — Match employees to internal openings based on skills, interests, and career goals. Proactively surface opportunities before external posting.
Promotion Readiness Agent — Assess promotion readiness against leveling criteria, identify gaps, build development plans, and create calibration-ready promotion packets.
Mentorship Matching Agent — Match mentors and mentees based on skills, goals, working style, and development needs. Facilitate program structure and track outcomes.
Gig/Project Marketplace Agent — Match employees to internal gig opportunities, stretch assignments, and cross-functional projects based on skills and development goals.
Manager Copilot (1:1 Prep) — Prepare structured 1:1 agendas with risk scores, sentiment analysis, talking points, coaching tips, and career status
Team Health Dashboard Agent — Real-time team health scores: engagement, burnout risk, productivity trends, comp equity, skills coverage.
New Manager Coach — AI coaching companion for first-time managers: scenario-based advice, role-play practice, conversation scripts, and management frameworks.
Difficult Conversation Prep Agent — Help managers prepare for tough conversations: performance issues, layoffs, team changes. Provide scripts, legal considerations, and practice.
Offboarding Orchestration Agent — Automate the offboarding workflow: access revocation, equipment return, knowledge transfer, final pay, benefits continuation, and compliance.
Exit Interview Intelligence Agent — An AI agent that runs structured exit interviews, codes each response by theme, and aggregates findings across departures.
Alumni Network Agent — Build and maintain an alumni network: facilitate connections, share job opportunities, enable boomerang hiring, and maintain employer brand.
DEI Dashboard & Insights Agent — Track diversity metrics across hiring, promotion, retention, and pay. Identify disparities, surface trends, and measure inclusion program effectiveness.
Inclusive Language Agent — Review job postings, policies, and communications for non-inclusive language. Suggest alternatives that attract diverse talent and promote belonging.
Job Requisition Generation — Compress the 3-5 day requisition creation cycle into a single guided conversation — generating comp-benchmarked, approval-routed, audit-ready job requisitions in under 30 minutes.
Candidate Sourcing — Scheduled multi-platform candidate sourcing across LinkedIn, GitHub, Indeed, Dice, and niche boards — delivering ranked, tier-coded pipelines to Google Sheets with summary emails.
Resume Screening — Three-phase resume screening — parse & score against role rubrics, run batch-level bias analysis, and route candidates with HITL approval gates and EEO audit trails.
Interview Scheduling Coordinator — Find available slots across multi-timezone panels, book calendar events, send candidate confirmations, Slack-brief interviewers, and handle rescheduling or cancellations.
Interview Prep & Brief Generator — Generate structured interview kits per panelist — competency-mapped, STAR-format questions, scoring rubrics, and a Panel Overview Brief — with automated distribution.
Candidate Communications — Draft personalized candidate emails — outreach, nurture sequences, status updates, rejections — calibrated by seniority tier with A/B subject lines and HITL approval gates.
Offer Generation & Negotiation Agent — Build three-tier offer packages (Conservative/Target/Competitive) with live comp benchmarks, internal equity checks, negotiation scenario modeling, and approval-routed offer letters.
Recruiting Analytics & Pipeline — Monitors recruiting pipeline health from your ATS export: pass-through rates at every funnel stage, stages below 15% flagged as critical bottlenecks, at-risk reqs ranked by severity. Delivers a one-page PDF summary in under 10 minutes, plus board-ready decks covering time-to-fill, source-of-hire ROI, and diversity funnel analysis.
Background Check & Credentialing — Role-based background checks via Checkr/Sterling/HireRight, state licensure verification, OIG/SAM exclusion checks, NPDB queries, and audit-ready credentialing reports.
Diversity & Bias Audit Agent — EEOC 4/5ths rule adverse impact analysis, JD language bias scanning, interview scorecard pattern review, and OFCCP-aligned audit reports with automated escalation.
High-Volume / Frontline Hiring — 24/7 multilingual SMS/chat-based apply-to-hire flow for hourly roles — knockout screening, live calendar booking, offer routing, and HRIS handoff in a single candidate session.

Healthcare Staffing

Client Acquisition & Program Onboarding Agent — Identifies and qualifies target hospital facilities and MSP/VMS programs, then guides the full onboarding workflow from vendor-panel enrollment to operational readiness—checking the platform for duplicates before recommending any new outreach.
Demand Research Agent — Scans client and job data and queries job-market and web sources to prioritize accounts for Account Managers—a read-only agent that flags opportunities and ranks accounts by signal strength without contacting anyone.
Sourcing Agent — Takes a job ID and searches internal candidate pools and the open web for nurses matching the requisition, deduplicates against the CRM, and returns a ranked shortlist with fit rationale plus personalized outreach drafted for recruiter approval.
Candidate Matching Agent — A background agent that scores and ranks candidates against an open job across specialty, license, location, and availability, returning a shortlist with a written rationale for every match so recruiters see why each candidate ranked where they did.
Screening Interview Voice Agent — Runs a short outbound voice pre-screen of a candidate against a specific requisition, captures the decision-critical answers, escalates to a live recruiter on any hard-stop condition, and books the full screening call—without submitting to the client.
Candidate Submission Generator — Searches the candidate database and generates formatted candidate profile documents for submission, supporting flexible search by NPI, name, status, taxonomy, location, credentials, and experience range, with optional PDF profile output.
Recruiting Co-Pilot — A conversational co-pilot that reads submissions and interviews, produces pipeline status digests, flags stalled submissions, and suggests next steps and outreach actions—read-only in current configuration, proposing actions without executing them.
Credentialing Verification Agent — Verifies provider licenses by state, number, and active status via NPPES and primary-source boards, flags out-of-state endorsement gaps, and screens against OIG LEIE and SAM.gov exclusions—a read-only flagging agent that never clears or renews credentials.
Contracting Agent — Reads accepted offers and their submissions to draft job-sheet previews with rates, dates, terms, and pay-package breakdowns for human approval—a preview-only agent that does not finalize contracts without sign-off.
Placement Onboarding Agent — Builds a Day-1 onboarding checklist for a placement by reading the active contract, candidate credentials, and pay-package details, covering documents, training, credential verification, and orientation to compress time-to-floor.
Clinician Nurturing Agent — A career check-in agent for placed clinicians that reads candidate and active-contract data, then drafts a supportive mid-assignment check-in script to surface renewal signals and flag satisfaction risks—read-only, drafting only, never sending.
Clinician Job Search Agent — A background agent that reads a clinician's profile and open jobs, match-scores them, and produces a branded, ranked job report with an interactive map—triggered by a candidate's request to see available jobs.
Career Pathways Timeline Agent — Reads a clinician profile and maps the candidate to optimal nursing career and education pathways using a current nursing-schools reference, producing a personalized markdown career-pathway document per candidate.
News & Compliance Digest Agent — A background agent that curates, scores, and compiles a personalized nursing news and compliance digest for a single clinician—querying regulatory sources, community and employer feeds, and research literature, then filtering out low-relevance items.
NCLEX Practice Quiz Agent — A dedicated NCLEX exam preparation agent for nurses that delivers verbatim practice questions by category or as a random mix from a curated question bank, supporting exam readiness for candidates in the pipeline.