Secure AI voice & lead orchestration
A HIPAA-grade platform that routes patient inquiries, triages intent, books appointments, and syncs to your calendar — without exposing proprietary logic, prompt directives, or internal resource names to the public web.
HIPAA
Encrypted lead gateway
5
Agent capabilities
5
Orchestration engines
1
Blueprint → every niche
Karly engine
Unified agent capability stack
- Clinical Triage Routing
- Real-Time Availability & Booking
- Coverage & Financing Verification
- Consent & Compliance Guardrail
- Safety Escalation & Live Transfer
The lead-to-appointment flow
A high-level topology of how an inquiry becomes a booked appointment. Execution logic, prompt text, and internal identifiers stay server-side.
Functional data flow model
Patient Interaction
Voice · Web Form · Chat
Secure Edge Gateway
HIPAA TLS 1.3 Encryption
AI Voice & Triage Engine
Proprietary Logic Layer
Practice Management & CRM
Calendar Sync · Lead Routing
Live Coordinator Hand-off
Human Escalation
All inbound signals pass through an encrypted HIPAA-grade edge gateway before reaching the AI engine. Proprietary routing logic, qualification models, and clinical matrices run server-side in a closed logic layer — never exposed in client-accessible fields, page source, or public documentation.
Agent capability stack
The capabilities governing inbound calls, messages, and web interactions — described by outcome, not by internal directives or prompt text.
Clinical Triage Routing
Routes inbound inquiries by intent — surgical candidacy, ocular-surface care, referrals, or general scheduling — before any booking node runs.
Real-Time Availability & Booking
Checks live calendar availability, handles timezone and daylight-saving edge cases, and confirms slots with double-booking protection.
Coverage & Financing Verification
Screens accepted medical, vision, and self-pay options against the practice's payer matrix before scheduling so patients arrive pre-qualified.
Consent & Compliance Guardrail
Confirms documented opt-in consent before any automated outbound message fires, with automated opt-out suppression the moment a patient replies STOP.
Safety Escalation & Live Transfer
Detects emergency or high-urgency keywords and immediately escalates to live staff or an on-call coordinator — with scripted 911 / ER guidance for sight-threatening symptoms.
Two-layer configuration model
Brand values and structured lead profiles are abstracted from the automation engine, so a new niche deploys by configuration — never by rebuilding templates or prompts.
Brand Configuration Layer
Global configuration variables
Every brand-specific value is abstracted into reusable configuration variables, so a new sub-account is deployed by filling a short form — never by editing templates, funnels, or prompts.
- Brand identity & contact details
- Domain and policy routes
- AI agent persona & voice
- Location and coverage area
Lead & Patient Profile Layer
Structured lead segments
Structured patient and lead profiles — organized into medical, program, and compliance segments — capture the context each workflow needs without hard-coding niche logic into the automation engine.
- Procedure interest & candidacy
- Insurance & financing profile
- Program enrollment & eligibility
- Consent & opt-in compliance record
Exact field keys, token syntax, and profile schemas are not published here. They are governed server-side and provisioned per sub-account at deploy time.
Five orchestration engines
Every sub-account ships with these orchestration categories — the same five operate whether you deploy a medical practice, a training academy, or a high-ticket service.
Inbound Intake
Web and quiz submissions trigger an instant confirmation with the required consent disclaimer and hand the lead to the voice engine for live qualification.
Missed-Call Recovery
When a call goes unanswered or busy, the agent initiates a qualification sequence by message within seconds — so no inbound lead slips through.
Appointment Orchestration
Booked appointments fire reminders across channels at the right intervals and trigger the booking confirmation webhook — without manual follow-up.
Consent & Opt-Out Lifecycle
Opt-out replies instantly suppress the contact from every outbound sequence and flag the compliance record — fully auditable.
Re-Engagement & Reactivation
Dormant contacts are segmented and re-engaged with a two-step value offer tuned to the niche — a free evaluation, a complimentary program session, or a seasonal promotion.
One blueprint, every niche
The same five engines fire across medical, academy, and service deployments — reconfigured, not rebuilt.
Deployment matrix
The same blueprint adapts across niches — different triage priority and core integration, same secure foundation.
Deployment verification
Run this checklist after provisioning a new sub-account. Progress is saved on this device.
Verification progress
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Deep technical specifications are gated
Full system architecture, data schemas, integration contracts, and security documentation are available to qualified multi-location and MSO buyers under a mutual confidentiality agreement — not published on the public web.
Ready to deploy the next sub-account?
Provision the sub-account, fill the brand configuration, and resubmit the compliance campaign — then flip it to Live Mode.