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Workflows let patient-facing agents go beyond answering questions — they can guide a patient to the right care. Configure an Appointment Finder sub-agent that activates mid-conversation, asks your intake questions, and routes the patient to a telehealth or in-person appointment pathway.
Workflows are configured per agent. Open your agent and select the Workflows tab. Workflows are designed for patient-facing agents such as Patient Navigator and Medication Navigator.

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Sub-Agent

Sub-agents are specialized AI assistants that activate mid-conversation to handle a specific task. When triggered, the sub-agent takes over temporarily, collects the information it needs, and hands back a structured result — such as a care pathway decision — before returning control to the main agent. Choose a sub-agent from the Sub-agent dropdown: When the Appointment Finder is selected, you can configure:
  • Triggers — The Appointment Finder activates automatically when a patient uses one of the built-in trigger phrases (for example, asking to talk to a doctor). The trigger list is fixed and shown on the page for reference.
  • Introductory message — The opening message the Appointment Finder sends before asking its first question.
  • Additional instructions — An optional toggle to customize the Appointment Finder’s behavior with extra instructions.
You can also add a Talk to a Doctor button to your widget that launches the Appointment Finder directly. See Creating a Widget.

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Care Workflows

Care Workflows define which care pathways are available to patients. The Appointment Finder only routes to the pathways you enable.

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Telehealth

Enable the Telehealth pathway to offer patients an online consultation. When a patient qualifies, the agent presents a consultation card with a booking link.

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In-Person Appointment

Enable the In-Person pathway to direct patients toward a face-to-face appointment. You can set a preferred professional (e.g. GP, cardiologist) that the agent recommends. A patient who mentions their regular doctor during intake is handled within the in-person pathway.

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Intake Questions

Intake Questions are what the Appointment Finder asks to determine the appropriate care pathway. Questions are asked one at a time, in order — add, edit, and reorder them from this section.
Keep intake questions short and specific. Each answer helps the Appointment Finder decide between the telehealth and in-person pathways, so ask only what’s needed to route the patient.

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Emergency

Configure the emergency services phone number shown to patients if they report a medical emergency during intake. If you don’t set one, the agent uses your region’s default — 000 for Australia or 911 for the United States.
The Appointment Finder is a routing tool, not a triage service. If a patient describes emergency symptoms, the agent immediately directs them to emergency services rather than continuing the intake flow.

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Next steps

Creating a Widget

Add a Talk to a Doctor button to your widget that launches the Appointment Finder.

Guidance & Guardrails

Control how your agent handles patient queries and escalations.

Conversations

Review how patients move through your care workflows in real conversations.

General Settings

Configure your agent’s model, tone, and response length.