Apps / Custom Agents
[Live]
Custom Agents
Agents that chase unpaid invoices and lapsed patients
Overview
Give an agent one job in plain words and the rules it follows. Set it to draft, approve or auto, and every step stays open to review.
How it works
- Install Custom Agents from your Sovica workspace.
- Choose what it reads and what it can write back.
- Use it in workflows, sequences and agents, with everything on the patient record.
Configure
- Install the app.
- Click Connect and sign in to Custom Agents.
- Approve the access request.