Caregiver call-offs
When a caregiver calls off, the assistant drafts the coverage outreach to available staff and a heads-up for the scheduler, so the scramble starts in minutes, not after the voicemail is found.
Multi-location & franchises
One AI playbook, proven at a few locations, then rolled out.
For franchise systems, multi-site service businesses, and home-care operators. We start with a small paid pilot, agree up front what success looks like, and only then roll out location by location. Every location owns its accounts, and every outbound message waits for a person’s OK.
How it works
Pilot first. Roll out what works.
No big-bang rollout across every location on day one. Each step has a clear finish line before the next one starts.
Discovery
We map how your locations handle calls, applicants, inquiries, and reporting today, which tools you already pay for (Microsoft 365 or Google Workspace, your scheduling or care-management system), and where the data boundary needs to sit.
Pilot at 2–3 locations
We set up a small set of jobs at two or three locations, plus the home office if you want it. Success measures are agreed in writing before we start, for example response time to applicants or hours handed back each week.
Review together
We look at the pilot results honestly with your leadership team. Keep what worked, cut what didn’t, and write it down as a repeatable location playbook with training material.
Per-location rollout
Each new location gets the same playbook, the same safety rules, and a short training for its team. Rollout pace is yours: one location at a time or in waves.
Use cases
Jobs that repeat at every location
Pick the two or three that hurt most for the pilot. Everything outbound is drafted for a person to approve.
Applicant follow-up
New applicants get a prompt, friendly reply and next steps drafted for the recruiter. Stalled applicants get a reminder before they take another offer.
Family inquiries
Inquiries from families get a warm first reply drafted in your voice, with the questions your intake team always asks, and a nudge to the right location. Anything about a person’s care is handled by your staff, outside the assistant.
Referral-source follow-up
Hospitals, case managers, and other referral partners get timely thank-yous and check-ins drafted on schedule, so relationships don’t depend on one person’s memory.
Licensing & renewal tracking
Location licenses, staff certifications, and renewal dates tracked in one place, with reminders drafted well before anything lapses.
Leadership dashboard
A regular summary for owners and the home office: what each location’s assistant handled, what’s waiting, and where follow-up is slipping.
Data boundary
No patient health information by default.
The default setup works on operational information: schedules, applicant contact details, general inquiries, referral relationships, and license dates. It is designed to stay out of clinical and patient health records.
- No PHI by default. Assistants are set up to avoid protected health information. If a job would need it, we stop and decide together before anything is connected.
- HIPAA-aware where it applies. If a workflow genuinely needs health information, it runs only on vendors that will sign a Business Associate Agreement (BAA) with you, under your own accounts and agreements.
- Drafts first. Nothing goes to a family, applicant, caregiver, or referral source until a person approves it.
- You own every account. Seats and data stay in your organization’s name. Nothing is resold or held by us.
This describes our approach. It isn’t legal advice; your compliance lead or counsel should confirm what applies to your organization.
Pricing
Custom, quoted after discovery.
Multi-location work depends on how many locations, which jobs, and which tools you already use, so there’s no list price. After the discovery call you get a written quote for the pilot and for per-location rollout, before you commit to anything.
Single location? The flat-price packages and Fast Start setups are built for you.
Start with a discovery call
Tell me how many locations you run and the job that hurts most. I’ll come back with a pilot outline and a written quote.