Solution · Scheduling & Intake

Make it easier for qualified customers to take the next step.

Cogent's AI Scheduling & Intake Agent handles the friction between interest and appointment — intake questions, eligibility screening, calendar booking, confirmations, reminders, and no-show follow-up — all against your approved processes.

Capabilities

  • Intake questions using approved scripts
  • Eligibility and fit screening based on client-defined criteria
  • Appointment scheduling through approved calendar systems
  • Confirmation messages, reminders, rescheduling, and cancellations
  • Waitlist and cancellation-fill workflows
  • Secure handoff for complex or sensitive cases
  • Required-document reminders
  • Appointment preparation instructions
  • No-show follow-up and rescheduling
  • Dashboard of booking, confirmation, cancellation, and no-show trends
Responsible AI note

For healthcare or regulated use cases, Cogent will design workflows around the client's approved processes, applicable agreements, data-handling requirements, and human-review standards. We do not claim compliance with HIPAA, privacy laws, or any regulatory framework unless the specific deployment has been independently validated and contractually supported.

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