Core suite / AI phone and chat agents

AgentFlow

Make immediate, intelligent engagement available around the clock.

AI call, chat, intake, follow-up and workflow agents that can propose CRM updates and create accountable tasks.

See AgentFlow in action →View the full suite

AGENTFLOW / LIVE WORKSPACE

Operating focusAI phone and chat agentsConnected to the Flow core

01AI voice, chat and intake experiencesCONNECTED

02Configurable qualification and follow-up workflowsCONNECTED

03Structured data extractionCONNECTED

04Proposed CRM updates and task creationCONNECTED

Shared identityPermission awareAudit ready

THE SHIFT

AgentFlow brings AI into the moments where speed and consistency matter most. It follows approved workflows, structures the conversation and moves the right person to the right human—with the context intact.

CAPABILITIES

Everything the work needs.
Nothing generic in the way.

AgentFlow is built around the actual decisions, handoffs and accountability required inside ai phone and chat agents.

01

AI voice, chat and intake experiences

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

02

Configurable qualification and follow-up workflows

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

03

Structured data extraction

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

04

Proposed CRM updates and task creation

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

05

Conversation summaries, escalation and live transfer

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

06

Human-in-the-loop safety and compliance controls

Configured inside the shared Promotion Metrics operating layer, with the right organizational context and access controls.

WHAT CHANGES

Move from fragmented work to visible momentum.

Technology earns its place when the team can see what to do, leadership can see what happened, and the system learns from the outcome.

01Respond immediately when staff cannot

02Standardize the first layer of qualification

03Give human teams a cleaner, faster handoff

CONNECTED BY DESIGN

AgentFlow does its job.
The suite keeps the context.

Use it as a focused product or connect it across the operating journey. Shared identity and governed integrations eliminate the re-entry that weakens ordinary software stacks.

LeadFlowOmniFlowFormFlowAdmitFlowBedFlow

Built forAdmissions teamsCall centersAfter-hours teamsMulti-location providers

Take control before the next surprise

Find where the operation is coming apart.

Map the gaps across inquiries, admissions, census, staffing, authorization, outcomes, revenue and compliance.

Request a workflow review →