Workflow Automation

Nodes

Nodes are the operational action steps inside a workflow. Learn how different nodes process context, communicate, and accept payments.

Core Nodes

AI Agent Intake Node

Parses non-structured client queries, identifies booking intent, maps concerns to custom metadata schemas, and prepares contextual responses.

Outbound Channel Node (SMS/Email)

Dispatches automated text messages and onboarding emails incorporating transactional fields directly into the content message.

Stripe connecting Node

Interfaces with the practice Stripe Deliver connected account to create checkout links, issue invoices, and track payments dynamically.