ai voice & text agents

Every call answered. The right ones reach a human.

Riya picks up by phone and text, 24/7 — books, reschedules, checks order status, answers the regulars’ questions. When a call actually needs a person, she hands it over warm, already briefed.

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Calls

Call Logs (5)

Search by phone, reason, or summary…
ML
Maria Lopez
New patient · (415) 555-0182
2 min ago
New patient booked a comprehensive exam. Verified VSP coverage and texted the intake form.
Appointment booking
Booked
JC
James Carter
Existing patient
18 min ago
Asked if glasses were ready — confirmed pickup Friday after 10am.
Order status
AK
Aisha Khan
Existing patient
1 hr ago
Rescheduled Thursday exam to the following Tuesday at 2:20pm.
Reschedule
RD
Robert Diaz
Existing patient
2 hr ago
Reported blurry vision after a new prescription — escalated to an optician.
Clinical concern
Transferred
LP
Linda Park
Existing patient
3 hr ago
Cancelled Monday appointment; no rebook requested.
Cancellation
ML
Maria Lopez

New patient · (415) 555-0182

Appointment booking
Booked
VSP verified
SummaryTranscriptAnalysisPatient

Call summary

New patient called to book a comprehensive eye exam. Riya confirmed availability and booked Thursday 10:40 AM with Dr. Patel, then verified VSP coverage ($10 exam copay, $150 frame allowance) and texted the intake form. No staff action needed.

Reason

Appointment booking

Duration

96 seconds

Outcome

Exam booked

Comprehensive exam — Thursday 10:40 AM

Dr. Patel · new patient · intake form sent

VSP — verified$10 exam copay · $150 frame allowance

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the problem

Your phone only works when someone’s free to grab it.

Lunch. Saturdays. 5:01 pm. Three patients at the desk at once. That’s when the calls come — and every missed one is a booking that didn’t happen, or a patient who tried the practice down the road. The calls you do catch get a different answer depending on who picks up.

most callers don’t leave a voicemail. they just call the next office.

how it works

Forward the line. That’s the whole install.

We’re not a phone company and you never touch a SIP trunk. Your number stays, your phone system stays — the agent does the rest from inside your systems.

01 · the line

Point calls our way

After-hours, overflow, or every call — your phone system forwards to Riya the same way it would to an answering service. No new hardware.

02 · the call

Riya works it

She reads the chart in RevolutionEHR, checks the real schedule, verifies the benefit, and answers in your practice’s words — the same way, every time.

03 · the morning

It’s already in the books

Appointment on the schedule, benefit PDF in the chart, transcript and recording logged — confirmation and intake texted before the call even ends.

when it needs a human

She knows the difference between a booking and a problem.

Out-of-scope questions and upset patients don’t get handled by AI — they get handed to your team, warm. Riya stays on the line until a person picks up, and the chart and summary land before anyone says hello.

tue · 11:42 am · mid-clinic rush

handing off

caller

I paid $500 for these glasses and I can’t see out of them.

riya

That’s not okay — I’m getting you straight to our team. I’ll stay on the line with you.

warm transfer → your desk, briefed

chart + summary handed over before your team says hello

no one free?

A callback task lands in RevolutionEHR — name, number, the issue, the tone. Top of your team’s morning list.

tonight’s call log

While you were closed, the phone kept working.

One evening at a demo clinic — five calls after the doors locked, five different jobs. Not one hit voicemail.

last night · after the doors locked

line covered

6:48 pmtransferBilling question, frustrated tone — warm-transferred to Megan, briefed
9:12 pmbookedNew-patient exam — Thursday 10:40 with Dr. Patel, VSP verified
10:37 pmreschedTuesday’s 2:00 moved to Friday 9:20 — confirmation texted
11:54 pmorder“Are my contacts in yet?” — at the lab, due Friday; pickup text promised
6:58 amquestion“Do you take EyeMed?” — yes; caller booked herself by text right after

✓ 5 for 5 answered · 0 voicemails · every outcome written back to the EHR

where it fits

The call agent goes live last — on purpose.

It’s the highest-touch piece, so it ships after the rest of the agents are humming — recall, verification, intake, and pickups go first. Then calls come online after-hours, and we tune the voice, the lingo, and the escalation rules with you until it’s carrying the whole line.

  1. 1Week 1–2

    Foundation & SOP

    We get into a shared chat with your team, pull your call recordings, and build a custom SOP — services, providers, insurance rules. You edit it, we refine, you sign off.

    Learn more
  2. 2Week 3

    Marketing recall

    The first workflow to go live. We pull lapsed patients, re-verify their benefits, and launch a recall campaign — booking exams on reply.

    Learn more
  3. 3Week 4–5

    Verification & intake

    Nightly insurance verification starts running. Intake forms go out before visits and verify insurance the moment a patient submits.

    Learn more
  4. 4Week 6–8

    Pickups, then calls

    Order-pickup texts switch on. Then the call agent — the hardest, highest-touch piece — goes live after-hours first, and we fine-tune it to full coverage.

    You are here

See all five agents →

Hear it answer a real call.

20-minute demo. We’ll play recordings from live clinics and walk your specific call flows — or skip us and call Riya first.

somewhere, a phone is ringing. riya’s got it.

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