All workflow agents

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

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 — Runs the full ABA therapy session lifecycle—scheduling, data collection during the session, note generation against ABA-specific documentation standards, supervision validation, and clean billing with telehealth and concurrent-supervision code logic.
  • 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 (Value-Based Care)

  • 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 — Synthesizes each scheduled patient's chart into a one-page visit prep brief covering problem list, gaps, HCCs, meds, and items the physician should address today.
  • 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 — Runs multi-channel patient outreach, triggers in-visit gap alerts, generates bulk standing orders with physician sign-off, tracks closure, and submits to payers.
  • 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 — Confirms upcoming appointments, handles reschedule requests conversationally, and finds the next compliant slot—routing every calendar change through a staff approval gate.
  • Chronic Disease Management Outreach Agent — Identifies high-risk chronic disease patients, personalizes outreach campaigns, executes multi-touch voice/SMS sequences, and triages patient responses to close HEDIS/Stars gaps.
  • 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 — Detects referral orders, matches patients to optimal in-network specialists, checks prior auth, transmits referrals, tracks completion, and flags network leakage.
  • 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.

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 — Drives credentialed providers through payer enrollment—requirement mapping, application pre-fill, multi-channel submission, contract clause parsing, rate analysis, and No Surprises Act roster confirmation.
  • 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 — Captures the insurance card, resolves payer ID, runs 270/271 eligibility, cascades through BH carve-outs, extracts plan-specific benefits, and generates a patient cost estimate 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.

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 — Help employees and managers write effective goals and OKRs. Ensure alignment to company objectives, proper SMART formatting, and measurability.
  • 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 — Healthcare-specific: monitor clinical staffing health, overtime, agency usage, safe staffing ratios, and attrition risk. CNO-ready reports.
  • 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 — Conduct structured exit interviews, analyze themes across departures, identify systemic issues, and generate actionable retention insights.
  • 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 — Pipeline health checks, bottleneck triage, source-of-hire ROI, time-to-fill forecasts, and diversity funnel analysis — delivered as PDFs, board-ready PPTX decks, and ad-hoc reports.
  • 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.

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 — Conversational co-pilot that drafts short cold or warm outreach emails to a chosen CRM lead, enriching with account and web context, mapping title to persona, and grounding every claim in product data.
  • 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.