Settings

Manage your agency, team, integrations, and AI agents.

Your AI Agents

PulseKonnect agents work 24/7 on your behalf. Review their activity, configure their behavior, and control when they hand off to your team.

Intake Agent
Live

Handles full new patient intake from first contact to completed file, 24/7

Last active: 2 hours ago
Lead Finder
Premium add-on

Defaults used by the Intake Agent for private-pay family searches.

Intake Agent uses these defaults; a human reviews every family and message.

Message templates

First hello
Default for any new lead
Long or overnight hours
30+ hrs/week, live-in or overnights
Dementia or memory care
Post mentions dementia or Alzheimer's
Budget gap
Family's budget is below the agency's rate
Follow-up
No reply after 3 days
Ask PulseKonnect
Live

Always-on operations assistant for your entire team

Last active: just now
Caregiver Hiring Agent
In Pilot

Runs the full recruitment pipeline from application to first day

Last active: 1 hour ago
Onboarding Agent
In Pilot

Guides new hires through their first 30 days

Last active: 3 hours ago
Billing Agent
Live

Monitors claims, catches errors, and reconciles EVV before submission

Last active: 12 minutes ago
Training Agent
In Pilot

Tracks curriculum hours, chases modules, and prepares competency evidence

Last active: 4 hours ago
Admin Agent
Coming Soon

Manages routine requests from existing clients so staff are not fielding low-value calls

Last active: N/A
Workflow Streamlining Agent
Coming Soon

Finds operational bottlenecks and prepares workflow improvements for review

Last active: N/A
Multi-Location Ops Manager
In Testing

Single command center for owners running two or more locations

Last active: 6 hours ago

Agent Activity Log

AgentActionPatient or CandidateTimestampOutcome
Intake AgentVerified insurance eligibilityEleanor BennettToday 10:14 AMVerified
Intake AgentScored and routed referralRobert ChenToday 8:32 AMICP Score 71
Ask PulseKonnectGenerated morning briefingJames BellToday 7:00 AMDelivered
Intake AgentSent intake acknowledgmentMaria SantosYesterday 11:47 PMAwaiting response
Intake AgentFlagged urgent referralJames WilliamsYesterday 9:15 PMRouted to James Bell