Catalyx Studios

Agent control

Build status: NOT READY for patient production. A clinic can only be switched on once every readiness check passes.

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Clinic

Set up a clinic

1. Clinic details → 2. Services and staff → 3. Connections → 4. Knowledge review → 5. Staging and approval → 6. Website installation

Clinic ID Clinic name Website origins, separated by commas Clinic time zone Default language code Supported language codes, separated by commas Privacy notice URL Consent notice version Retention in days

Monitoring and patient protection

Monitor the clinic website and confirm the assistant is installed on it The assistant is installed through a tag manager (skip the page snippet check) Receive new widget releases first (pilot clinic) Monitoring question (optional, answered from approved clinic knowledge) Expected approved knowledge source for that question Service ID to check for availability (optional)

Conversational assistant

Enable conversational AI using the platform's configured model The clinic has approved sending messages to the configured model provider

Enable AI only after reviewing the provider's data-processing terms and evaluating answers in each supported language. Provider keys stay on the server.

Maximum AI requests per clinic per day Maximum conversation turns

Optional lead qualification

Ask only administrative questions the clinic needs. Qualification never changes clinical priority.

Booking and CRM

Enable online appointment booking Require a working CRM connection before activation Minimum booking notice in minutes Maximum days ahead to book Rank appointment options Availability source Approved cancellation policy Approved rescheduling policy Verify the patient's contact before booking Require bot verification (the platform operator must configure the provider first)

Let returning patients change or cancel their appointment from another device after a one-time code. Each enabled channel needs a checked connection and widget 0.6.0 or later.

Returning-patient email codes Returning-patient SMS codes

Services

Locations

Clinicians

Leave weekly clinician hours empty to use the location schedule. Leave dates always block booking.

Follow-up sequence

Enable automatic follow-ups after explicit channel consent

Email SMS WhatsApp

Days after enquiry, separated by commas Maximum total follow-ups per conversation Maximum follow-ups per recipient across all conversations in 30 days Minimum hours between follow-ups to the same recipient

Allowed from hourUntil hour

Approved follow-up text

Booking, opt-out, an inbound reply, or a human handoff stops the sequence. Provider-approved WhatsApp templates are configured separately below.

Connect clinic services

Save a connection, authorize it if required, select calendar resources, then check it. Saving or disconnecting a connection disables automation until the clinic is approved again.

Connection Provider

Google and Microsoft application registrations are configured once by the platform operator. Clinic tokens are encrypted and never returned to this page.

Operations: Managing Agent

Each patient-facing agent is checked stage by stage. Statuses are PASS, WARNING, FAIL or DISABLED; NOT TESTED means there is no recent evidence and is never shown as healthy. Checks never create bookings, send patient messages or write to a CRM.

Resolution note (required to mark an incident resolved)

Test history

Staged widget rollout

Clinics set to the stable channel follow this rollout. Promotion is allowed only when soak time, synthetic health and error rates pass; a regression rolls the candidate back automatically.

I have reviewed the release health for this action.

Communications

Accepted means the provider received the request. Delivery is shown only after an authenticated provider update.

Configure an approved follow-up workflow

Configure one purpose at a time. A recorded event starts the existing Follow-Up Agent; this form does not connect a missed-call service or import appointment outcomes.

Follow-up purpose

Choose a clinic and load its policy before editing.

Reviewed purpose and patient permission Enable this follow-up purpose I confirm the purpose, timing and wording are approved by the practice. Clinic consent version

Enabling a new purpose requires a new consent version and an updated patient notice. Existing patients must give fresh permission before messages for the new purpose can be sent. Changing this version also requires fresh permission for their other automated follow-ups.

Provide reviewed wording for every communication channel already approved by the clinic. Keep it administrative and omit sensitive medical details.

Approved email wording Approved text-message wording Approved WhatsApp wording

Delay after the verified event, in seconds (0–7776000)

Maximum messages for this purpose (1–3)

Reminder time before the appointment, in seconds (0–2592000)

3600 seconds is one hour; 86400 seconds is one day. Appointment reminders use the advance period before the appointment rather than the event delay. A maximum above one allows only eligible repeat attempts; it does not guarantee repeated messages.

Quiet hours, global frequency limits, channel permissions, booking completion, human ownership, replies and opt-outs still apply. Saving invalidates the clinic's approval and pauses production automation until the exact updated version passes readiness and is approved again.

Staff task inbox

Review patient handovers here. Claiming a task pauses automated follow-up. Completing a task keeps that pause unless you deliberately approve resuming it.

Patient journey

View confirmed journey stages and record an outcome only when you have evidence from the practice system. An attendance record is different from a confirmed booking.

Record a verified operational event

Managing Agent: journey performance

Reports use recorded evidence. Missing traffic, attendance, revenue or review data stays unmeasured. Suggested actions require a responsible person; reports do not change clinical policy or publish content.

Reporting period

Review interaction quality

A named person reviews the interaction. Any serious safety or fabrication concern requires human review regardless of the total.

Propose a measured improvement experiment

Record one controlled change and its guardrails before starting it. This record does not automatically alter the website or patient communications.

Lead Agent: growth opportunities

Add verified aggregate evidence from your search, advertising or referral reports. Leave unknown measurements empty. Do not paste patient details or assume a search feed is connected.

Add verified growth evidence

Create an opportunity from evidence

Load evidence first. The scores below are your estimates for ranking work, not measured revenue forecasts.

Create a source-backed content brief

Select an opportunity and approved knowledge. The Lead Agent creates a brief for clinical review; nothing is published automatically.

Prepare a privacy-safe public review response

Drafting does not publish a response. Do not confirm that a reviewer is a patient or disclose their care. A responsible person must review the draft and publish it manually.

The review raises a concern Serious allegation requiring human escalation

Booking Agent: waitlist

Waitlist enrolment is recorded by this platform and does not reserve an appointment. An offer checks live availability and creates a staff task; the patient still needs to confirm a booking.

Configure approved clinician matching and waitlist

Use documented public practice information. A service and its clinician both need current approved scope before matching. Saving either form disables automation and requires clinic reapproval.

Widget rollout and rollback

Release for this clinic Pin this exact asset in the website (future changes require replacing the snippet) Website installation code

The default tenant loader follows the clinic's selected release. Exact pins include integrity metadata. Use the website's response nonce for widget styles.

Advanced configuration editor

Clinic configuration

Clinic ID (letters, digits, - or _) Configuration (JSON). Saving disables automation and requires a new release approval.

Clinic release

Load the clinic overview and review its current version before changing its state. Run the readiness test within five minutes of approving LIVE.

No clinic version loaded.

Next lifecycle state I have reviewed this clinic version and explicitly approve going live.

Knowledge review

Imports remain drafts. Review the exact text, source, language and version before approval. Approval invalidates the current clinic release.

Authorized clinic origin (https://clinic.example) I am authorized to import this clinic website. Knowledge language Clinic document (PDF, DOCX, TXT or CSV; 2 MB maximum)