AI Agent

Grace

Home Care Intake & Expert Consultation

Your compassionate home care specialist. Grace provides empathetic intake for families seeking elderly care, captures detailed needs, and seamlessly connects them to care experts — with timezone-aware scheduling and multiple transfer protocols.

Patient IntakeExpert TransferCallback SchedulingHome Care
Grace AI Agent
< 3min
Avg Intake Time
100%
Concern Capture
2
Transfer Protocols
98%
Family Satisfaction

CAPABILITIES

What Grace Does

Empathetic Family Intake

Listens to callers&apos; concerns about elderly loved ones with genuine warmth. Captures caller name, relationship, patient name, timezone, and care needs — all through natural conversation, not a robotic form.

Verbatim Concern Capture

Records primary concerns and ADL (Activities of Daily Living) details in the caller&apos;s own words — so the home care expert understands the full picture before the consultation.

Dual-Protocol Expert Connection

Protocol A — Callback: Checks expert availability via Google Calendar, presents time slots in the patient&apos;s timezone, schedules consultation, and sends SMS confirmation. Protocol B — Hierarchy: Attempts live transfer to the expert. If unavailable within 20 seconds, falls back to human receptionist or callback scheduling.

Instant Human Transfer

When a caller says "I want to speak to someone," Grace transfers immediately — no data collection required. The human connection always comes first.

Smart Scheduling & Reminders

Timezone-aware scheduling ensures appointment times are always in the patient&apos;s local time. Google Calendar integration, SMS confirmations via QliqSOFT, and automated outbound reminder calls before consultations.

Workflow

How Grace connects families with home care experts

01

Family Member Calls In

Grace greets with warmth & empathy

  • Captures concern ("My mom needs help with bathing")
  • Collects caller name → patient name → timezone
  • Gathers detailed ADL needs
02

Protocol A (Callback)

Scheduled consultation

  • Checks expert availability (with hold music)
  • Presents slots in patient&apos;s timezone
  • Schedules consultation → SMS confirmation
  • Expert calls back at scheduled time
03

Protocol B (Hierarchy)

Live transfer attempt

  • Attempts live transfer → Expert answers → Conference call
  • Expert unavailable → Falls back to receptionist or callback

Compassion Meets Technology

Grace combines empathetic conversation with intelligent routing. Every family gets the support they need, whether through immediate expert connection or carefully scheduled consultations — all while respecting their timezone and communication preferences.