A hands-on look at some of the capabilities of the platform, from AI chat to voice calls to workflow automation.
Ask questions in plain English. The AI queries your databases, runs reports, sends emails, and builds dashboards — all from a single chat window.
Ask "Show me provider locations with declining member visits this quarter" and the AI writes the SQL, runs it against your databases, and shows the results in an interactive table.
The agent can query databases, send emails, create workspaces, call external APIs, manage campaigns, generate reports, and more — automatically choosing the right tool.
Each agent is pre-configured for Operations, Member Services, Provider Relations, or Analytics with role-specific prompts, tool access, and data permissions.
Results come with sortable tables, inline charts, CSV export, and clickable drill-down links. Click a location name to instantly see its full profile.
Show me provider locations with declining member visits this quarter
Found 18 locations with declining member visits this quarter:
| Location | Region | Visits Q1 | Change | Status |
|---|---|---|---|---|
| Riverside Fitness Center | Southwest | 1,240 | -18% | Needs Outreach |
| Lakewood Community Gym | Midwest | 890 | -12% | Under Review |
| Downtown Wellness Hub | Northeast | 2,100 | -8% | Monitoring |
| Valley Health Club | West | 670 | -22% | Needs Outreach |
| Harbor Recreation Center | Southeast | 1,450 | -6% | Monitoring |
AI-powered phone calls with natural speech, real-time transcription, tool use during calls, and automatic CRM logging.
Hi, I'm calling to check if I'm eligible for the fitness program through my health plan.
Of course! Let me look up your eligibility right now.
Great news! Your plan does include access to our fitness program. You have over 16,000 participating locations available nationwide. I can see there are 3 locations within 5 miles of your zip code. Would you like me to text you the details?
Ultra-realistic text-to-speech with customizable voices. Callers can't tell they're talking to AI — natural inflection, pauses, and conversational cadence.
While on the phone, the AI can query your databases, look up member eligibility, check program availability, and provide accurate real-time answers — no hold music.
Callers can interrupt the AI naturally. The system detects overlapping speech, stops its response, and lets the caller take over.
Every call is scored automatically — sentiment analysis, resolution tracking, quality metrics, and full searchable transcripts for training and compliance.
After a call, the AI can automatically send a text recap with nearby locations, class schedules, and a link to your member portal.
Build custom dashboards from natural language. Tables, charts, KPIs, and filters — auto-refreshing from your live data.
This dashboard was built in 30 seconds by telling the AI: "Create a member engagement dashboard with active members, average visits, retention rate, provider utilization, activity by program chart, and member status breakdown." The AI generates the queries, creates the components, and wires it to your databases automatically.
Visual workflow builder with conditions, loops, human approvals, and AI steps. Schedule tasks or trigger them from webhooks.
Automatically verify licenses, check malpractice history, validate credentials, and route completed applications through the appropriate approval chain before activating a provider in your network.
When member visit frequency drops below threshold, automatically trigger a re-engagement sequence — personalized email, SMS reminder, and if no response, an AI voice call to check in.
Generate and distribute plan-specific reports showing participation rates, member outcomes, cost savings metrics, and network utilization to each health plan partner on their preferred schedule.
Incoming claims are automatically validated against network contracts, checked for compliance, matched to member records, and routed for approval based on dollar thresholds.
Runs on schedule or on-demand. Workflows can trigger on a cron schedule, via webhook from external systems, or manually from the workflow dashboard.
Build and execute email, SMS, and AI voice campaigns with A/B testing, sequencing, and real-time analytics.
Personalized email highlighting nearby locations, new programs, and a scheduling link
Short text with nearest location, class schedule, and one-tap check-in link
AI calls remaining members to discuss available programs and help schedule their first visit back.
Subject line: "New classes available near {Location}" outperformed "{FirstName}, we miss you at {Location}"
Full SQL editor for power users, Airtable-like custom tables for everyone, and a universal API connector for any external service.
| Provider | Status | Network |
|---|---|---|
| Sunrise Wellness | Active | Tier 1 |
| Peak Fitness | Active | Tier 1 |
| Harmony Health | Review | Tier 2 |
Native integrations with your databases, Google Workspace, telephony providers, and any REST API you point it at.
AI agents that work with Gmail, Sheets, Calendar, and Drive. Send emails, update spreadsheets, schedule meetings — hands-free from chat.
Hi Sarah,
I wanted to let you know about some exciting new wellness classes available at locations near you. The Riverside Fitness Center just added morning yoga and aqua aerobics to their schedule. As a member, you have full access at no additional cost.
I've attached a schedule and map to help you plan your first visit. If you'd like help finding classes that match your interests, feel free to reply to this email or call us at (555) 234-5678.
Best regards,
Member Services — Generated by AI Agent
| Date | Member | Location | Visit Type | Status |
|---|---|---|---|---|
| 03/12 | Sarah Johnson | Riverside FC | Yoga Class | Active |
| 03/12 | Robert Chen | Lakewood Gym | Strength | Complete |
| 03/12 | Maria Garcia | Downtown Hub | Aqua Aerobics | Active |
AI composes and sends emails on your behalf, creates drafts for review, reads incoming mail, and searches your inbox. Perfect for follow-ups triggered by database events.
Ask the AI to export query results to a spreadsheet, update a tracking sheet with today's numbers, or create a new report template — all through chat.
Create events, check availability, and schedule meetings. The AI can coordinate between team members and suggest optimal time slots.
Upload documents, create shared folders, and manage file permissions. Automatically organize reports and exports into the right team folders.
OAuth 2.0 secured. Your Google account connects via standard OAuth — Verdipidy never sees your Google password. Permissions are scoped to only what's needed, and you can revoke access anytime from Google settings.
AI controls a real browser to navigate external portals, fill forms, scrape data, and automate web tasks — with human oversight at every step.
Using computer vision, the AI understands what's on the screen — buttons, forms, tables, text. It navigates web apps the same way a human would, but faster.
Before submitting orders, making payments, or taking destructive actions, the AI pauses and asks for your approval. You see exactly what it's about to do and can approve, modify, or cancel.
Teach the AI once, run it forever. Record a browser task and schedule it to run daily — check credential status, pull reports from portals that don't have APIs, or submit recurring filings.
The Local Agent runs browser automation on your desktop for portals that require VPN or local network access. Cloud mode handles everything else without any install.
Use cases: Submit provider applications to credentialing portals, pull eligibility verification from health plan systems, download compliance reports, check license status with state boards, sync member data from partner platforms.
Upload licenses, credentials, and documents. AI extracts key data, cross-references records, routes for approval, and updates your systems automatically.
Ask for any report in plain English. The AI generates the queries, builds the visuals, and can schedule them to land in your inbox every morning.
AI Insight: Southeast region participation dropped 8% this month. 3 of the top 10 locations in the region reported facility maintenance closures. Recommend proactive member communication about alternative nearby locations to prevent lapse.
Participation rates, cost savings per member, health outcome improvements, and network utilization by plan. Delivered monthly.
Location utilization rates, member satisfaction scores, class capacity, provider credential status, and geographic coverage gaps. Weekly.
Visit frequency analysis, program adoption rates, at-risk member identification, demographic breakdowns, and digital vs in-person engagement.
Health outcome metrics, cost savings analysis, member retention rates, satisfaction surveys, and benchmarking against industry standards.
Revenue by program, provider payments, claims processing metrics, network growth, and budget vs actual by department. Monthly.
Just ask. "Give me a report on members who haven't visited in 3 months, broken down by region and program" — the AI writes the query, runs it, formats the results with charts, and optionally schedules it to repeat weekly.
Push notifications, Slack alerts, and a full mobile-ready PWA so your team stays informed wherever they are.
Browser push notifications for approvals, workflow completions, campaign events, and custom triggers.
Member engagement alert:
Send alerts to any Slack channel. Trigger from workflows, campaign events, high-value activities, or custom conditions.
Full platform access from any device. Chat with agents, approve workflows, and check dashboards from anywhere.
Role-based access, MFA, audit logs, encrypted credentials, and full admin control over every AI prompt and tool.
Admin, Manager, and Member roles control who can access databases, manage agents, run campaigns, and configure integrations.
Two-factor authentication with TOTP apps or hardware security keys. Enforceable at the organization level with grace periods.
All stored credentials, OAuth tokens, and database passwords are encrypted at rest with AES-256-GCM. Zero plaintext secrets.
Every action is logged: who did what, when, from where. Searchable audit trail for compliance and troubleshooting.
Every AI system prompt is visible in the admin panel and overridable per organization. Full control over AI behavior — no black box.
Invite by email, assign roles, manage departments, set custom fields per member. Ownership transfer and member offboarding built in.