This isn't a slide deck. It's a working AI agent that handles appointment scheduling, insurance questions, therapist matching, and account management for Octave clients.
Ask it anything about scheduling sessions, insurance coverage, finding a therapist, or managing your account. It has real knowledge, real workflows, and real guardrails.
Built around real client scenarios that Octave's support team handles every day.
Guides clients through booking, rescheduling, and canceling sessions with awareness of the 24-hour cancellation policy and available formats.
Answers coverage questions, explains accepted plans, provides cash-pay rates, and helps with billing inquiries and superbill requests.
Explains the matching process, available modalities (CBT, DBT, EFT), language options, and helps clients who want to switch therapists.
Handles profile updates, notification preferences, records requests, privacy questions, and account deletion with HIPAA awareness.
Knows which of the 22 states plus D.C. Octave serves, where in-person clinics are located, and how to handle out-of-area inquiries.
Never provides diagnoses or treatment advice. Redirects clinical questions to therapists and provides crisis resources when needed.
This demo was built from scratch for Octave. Real logic for real scenarios.
Pulled Octave's therapy services, insurance policies, scheduling rules, and availability into the AI's knowledge base.
Created client-specific workflows for scheduling, insurance, therapist matching, account management, and onboarding.
Built 3 safety guardrails: no clinical advice, no cross-client data sharing, and no outcome guarantees.
Ran 250 simulated client conversations across scheduling, billing, matching, account, and onboarding scenarios.
Connected to your actual client data. Handling your real support volume. This sandbox is just the start.
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