Enterprise DNA

IT · Live demo

Suspicious email reporting for allied health clinic groups

Takes reports of suspicious emails, texts and calls from any clinic, tells staff not to click or pay, logs each one, and phones the IT manager straight away if anyone already clicked.

InternalEmailVoiceYour data Human handoffSummariesIntegrations
Live demo

Talk to Ava at Riverbend Allied Health

Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

Open in a new tab

Want one like this for your business? Book a call with Sam


The problem

A receptionist gets a gift card request that looks like it came from the owner. She is not sure who to ask, so she asks nobody, and the next person pays it.

How it works

  1. Takes the email, text or call details from the staff member
  2. Tells them not to click, open, reply or pay
  3. Treats a clicked link or typed password as urgent and phones the IT manager
  4. Logs a security ticket with who received it and what it asked for
  5. Leaves the decision on whether an email is genuine to the IT manager

What it connects to

  • Microsoft 365
  • IT ticket system
  • Microsoft Teams
  • Xero
Sample conversation
  1. Tara (reception, Southport)Got an email from a supplier saying their bank details have changed. Should I update them?
  2. AgentHi Tara, it's Ava. Please don't change anything, reply or click any links. Can you forward the email to me and tell me which supplier it says it is from?
  3. Tara (reception, Southport)Forwarded. It's from Coastal Medical Supplies. Is it real?
  4. AgentI can't say whether it's genuine. I've logged it for Marcus Lee, our IT manager, who decides, and Ben Hartley confirms any bank change by phone on the number already on file. Marcus will reply to you today.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

Book a discovery call →