Enterprise AI Agent

Your Fully-Compliant AI Front Desk. Your Secure Receptionist. Your Regulated-Workflow Specialist.

This tier is built for organizations that operate in regulated or sensitive environments — where privacy, accuracy, and documentation matter just as much as customer experience.

Where Essential handles intake…
Where Professional handles workflows…
Enterprise handles everything — with compliance, encryption, and audit trails required for medical, legal, and financial operations.

Why Enterprise Exists

Most AI phone systems fail in high-stakes industries because they:

• Mishandle sensitive information
  
  

• Lack encryption
  
  

• Create audit risks
  
  

• Can’t meet HIPAA requirements
  
  

• Hallucinate dangerous advice
  
  

• Don’t enforce strict guardrails
  
  

• Can’t securely transfer or store PHI/PII
  
  

• Fail legal disclaimers
  
  

• Don’t support regulated scheduling workflows
  
  

Enterprise is built differently. It’s not just “more powerful" — it’s safer, stricter, more controlled, and purpose-built for regulated industries.

Perfect For:

• Medical practices (primary, specialty, imaging, urgent care)
  
  

• Dental & orthodontic offices
  
  

• Med spas with regulated protocols
  
  

• Behavioral health & therapy practices
  
  

• Law offices
  
  

• Insurance agencies
  
  

• Financial services
  
  

• Wellness clinics
  
  

• Clinical trial offices
  

• Any business requiring data privacy + compliance

What the Enterprise AI Agent Can Do

This tier combines the best features of Essential + Professional PLUS advanced security layers, compliance settings, and regulated workflow capabilities.

1. Fully-Compliant Call Handling

Your agent follows strict rules:

• No medical advice
  
  

• No diagnosis
  
  

• No treatment recommendations
  
  

• No legal advice
  
  

• Enforces disclaimers
  
  

• Reduces liability
  
  

• Uses regulated-language templates
  
  

Every sentence is controlled.

2. Secure Intake for Regulated Environments

Your AI collects:

• Symptoms
  
  

• Insurance info
  
  

• Coverage and membership details
  
  

• Referral information
  
  

• Reason for visit
  
  

• Past provider info
  
  

• Documentation requirements
  
  

All with PHI-safe guardrails.

3. HIPAA + PHI + PII Safe Configuration

Your system is trained to:

• Never store prohibited data
  
  

• Never display PHI in unapproved locations
  
  

• Use encrypted channels
  
  

• Tag protected data properly
  
  

• Follow retention rules
  
  

• Limit responses based on role
  
  

This is the strictest version of your AI.

4. Advanced Scheduling Logic

Your Enterprise Agent can:

• Check room availability
  
  

• Check provider availability
  
  

• Match patient type to provider type
  
  

• Manage multi-step appointment workflows
  
  

• Enforce required forms before scheduling
  
  

• Flag first-time vs returning patients
  
  

• Manage equipment-based scheduling
  
  

This is true enterprise logic.

5. Document + Form Routing

Before or after a call, your agent can:

• Send secure forms
  
  

• Trigger intake packets
  
  

• Route documents
  
  

• Send pre-appointment instructions
  
  

• Collect required paperwork
  
  

Your front desk workload drops dramatically.

6. Controlled Knowledge Base

Your AI uses a strict, compliant-safe knowledge base that restricts:

• What it can say
  
  

• What it cannot say
  
  

• What requires human escalation
  

This stops hallucinations entirely.

7. Automatic Escalation for Sensitive Calls

Based on custom conditions:

• “Severe pain” → urgent callback
  
  

• “Prescription issue” → route to provider
  
  

• “Legal emergency” → attorney transfer
  
  

• “Insurance denial” → staff review
  
  

• “Financial fraud concern” → secure escalation
  

You define the rules. Your AI enforces them perfectly.

8. Secure API/CRM / EMR Integrations

Enterprise supports:

• Encrypted data exchanges
  
  

• API-based patient creation
  
  

• HIPAA-safe notes
  
  

• Record updates
  
  

• Secure ticket generation
  
  

• Audit logs
  

(Integrations depend on your existing system.)

9. Voice Cloning With Compliance Safeguards

Optional — with strict scripting + legal approval. Professional quality without risk.

Security Foundation of Enterprise

• Encryption in transit
  
  

• Encryption at rest
  
  

• Strict role-based data access
  
  

• No PHI storage outside approved endpoints
  
  

• Auditable logs for all conversations
  
  

• Policy-based retention controls
  
  

• Automatic PII masking rules
  
  

• No generative deviation — EVER
  
  

Enterprise is your safest tier.

Who Typically Buys Enterprise?

Businesses that say:

• “Our front desk is overwhelmed.”
  
  

• “We cannot afford intake errors.”
  
  

• “We must comply with HIPAA/PII rules.”
  
  

• “We need strict control over language.”
  
  

• “We need multi-level scheduling logic.”
  
  

• “We handle sensitive information.”
  
  

• “We need secure data handling.”
  
  

If any of these describe the business — Enterprise is the match.