Agency services

AI receptionist & chatbot for home care

Two logically separate assistants — one for families, one for agencies. Each is clearly identified as AI, consent-aware, and routes complex or sensitive questions to a human. No diagnosis, eligibility, or medical intake in ordinary chat.

Consumer assistant

Consumer Information Assistant

Helps families navigate the site, explains services generally, locates public agency profiles, and answers general caregiver-program questions.

Guardrails

Always identifies itself as an AI assistant
Never diagnoses, promises benefits, or determines eligibility
No paid-provider recommendation in exchange for compensation
Never invents agency profiles or service availability
Routes unresolved questions to a human

Channels

Website chat

Language selection help

Human handoff

B2B assistant

B2B Agency Sales Assistant

Explains Veritas CareConnect agency services, answers CRM and marketing questions, presents accurate plan information, qualifies prospects, and books demonstrations.

Guardrails

Presents accurate plan information only
Captures only authorized contact details
Qualifies prospects and books demos
Escalates technical questions to staff
No recording or transcription without notice and consent

Channels

Website chat

Demo booking

Staff escalation

Configuration

Provisioning & guardrails

Admins provision each assistant per agency sub-account, set access controls, and review the knowledge base before activation. This view shows the surface — real toggles write to your CRM configuration and require an authenticated admin session.

Demo config surface

Assistant provisioning

Consumer assistant — website chat
B2B sales assistant — agency pages
After-hours call handling (voice)
Human-handoff escalation queue

Compliance guardrails

Identifies as AI
Human handoff
Consent-aware message logging
No medical intake in ordinary chat
No hallucinated agency profiles
Role-based access controls
English & Nepali first, Spanish supported
Tested before activation

Conversation logging runs only where lawful and appropriately secured. No detailed medical intake through ordinary chat without compliance review.

Configured and tested before activation

Available on Agency Growth and Enterprise plans. We configure the knowledge base from approved sources, set role-based access controls, and test both assistants with your team before going live.

Human handoff
After-hours coverage
Consent-aware logging

Get started

Book a demo and we'll walk through configuration, guardrails, and testing.

Book a demo See plans