Scenarios

AI workflows with an audit trail — walk through real scenarios.

Step-by-step examples of payer workflows, message triage, intake programs, staff scheduling, KYC reviews, and compliance exports—each one shows Assistant, Studio, Public API, and Agent SDK sharing the same policy enforcement, metering, and audit chain.

Compliance · frameworks we ship under
Independently validated HIPAA BAA on every paid plan
Report under NDA SOC 2 Type II · attested
Certification in progress HITRUST CSF e1
EU + UK GDPR Art. 17 · 20 · 30
Active CCPA / CPRA California
Active + CPPA-ready PIPEDA Canada

Scenario 01 · Clinical ops

Prior authorization packet assembly

Submit prior auths faster — every packet assembled against the payer's current rules, with a paper trail that wins appeals.

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Scenario 02 · Access center

Secure message triage without another inbox

Routine portal messages get drafted replies and one approval queue — a supervisor releases every send, and the record shows who approved what.

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Scenario 03 · Workforce health

Ambulatory intake scoring on real signals

Update a screening form once and every site reflects today's rules — patients and employees answer at the kiosk, nurses handle the follow-up questions, all on one record.

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Scenario 04 · Compliance

Compliance export the auditor can rerun

Hand examiners an audit package they can verify on their own machine — no access requests, no vendor cooperation, no screenshots.

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Scenario 05 · Financial services

KYC review memo with an examination-ready trail

AI drafts the due-diligence memo, an analyst approves it, and every step lands on a signed record — when the examiner asks what the AI contributed, the answer is an export they verify themselves.

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Scenario 06 · Practice operations

Coverage rosters that are computed, not negotiated

Practice managers declare staffing rules once — coverage minimums, qualifications, rest requirements, fairness — and a deterministic scheduling engine computes rosters that provably satisfy them, or names the exact rules that collide.

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