AI-Powered Follow-Up Agent for Scalable Outreach, Real-Time Check-Ins & Proactive Client Support

In this demo, you’ll learn how Provisio’s AI-powered Follow-Up Agent—built on Salesforce—helps human services organizations maintain meaningful client engagement between appointments and beyond intake. Through automated outreach and natural, secure conversations, the agent captures client needs, updates records, and generates follow-up tasks for staff—without adding manual workload.

In this session, you’ll explore:

• How clients receive automated, personalized check-in invitations triggered by configurable outreach rules

• How the AI agent captures mood ratings (effect scores), updates contact information, and logs requests for support

• How high-risk responses automatically trigger follow-up tasks for staff—ensuring nothing slips through the cracks

• How all updates and interactions are recorded in Salesforce with a full audit trail and no staff intervention

• How this solution builds stronger client relationships and supports timely, proactive care at scale

Watch the demo now and see how your organization can improve follow-up, reduce staff burden, and deliver more responsive, coordinated care with confidence.

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