Core Follow-up: Send a Link. Have the Conversation. Get Structured Data Back.
Core Follow-up conducts real conversations — voice and chat in the same session — through secure personal links sent by email or SMS, and returns validated, structured results keyed to your own record IDs.
Its strongest capability is that completion feels human. Natural real-time speech the participant can interrupt mid-sentence, live captions, and an AI that recognizes when someone is done — any phrasing, any language — and closes warmly, with a closing screen that matches how the conversation actually ended.
Domain-agnostic by design: hospital follow-ups, surveys, assessments, screenings, requirements gathering — each is just a flow configuration.
Start a conversationThe participant experience
- One conversation, both channels — participants type and talk interchangeably in the same session
- Natural real-time speech with barge-in: interrupt the agent mid-sentence and it stops
- Live captions of both sides while talking
- Knows when someone is done — "bye", "gotta run", "me tengo que ir" — by intent, not keyword lists
- The closing matches the outcome: a completed conversation gets a professional confirmation; "not a good time" gets a calm another-time screen — it never celebrates a declined call
- Participants can ask questions before starting, off the record — recording begins only at "Begin"
- Your branding end to end: colors, logo, title, light or dark — participants see your brand
- One-time secure links, a server-enforced time budget, and interview prompts that never reach the browser
Design the conversation
- Flow editor: interviewer prompt, optional scoring rubric, structured-output schema, time budget, model and voice choice
- Link policies per flow: one-shot, resumable until completed, or reusable with each finished session kept in history
- Publish = freeze: published versions are immutable forever — "what was this person actually asked" stays answerable
- Draft preview chat, plus a test button that opens the real participant page — designers experience exactly what recipients will
Send at scale, run the operation
Outreach
- Single sends or bulk CSV lists per channel — email and SMS — with downloadable templates
- Your own record ID rides every row end to end and returns in every result
- Branded emails that render correctly in every mail client
- Webhook intake so your systems can trigger invitations automatically
- Resend for lost links — same attempt, fresh token
Operator console
- Live dashboard: who is talking right now, weekly stats, what needs attention
- Every batch is a cohort with a live completion ring — sent, talking, pending, unreached
- One results file per cohort — single download or multi-select ZIP
- Every download is audited, per person
Structured results, reliably
- Every finished conversation becomes validated, structured data matching your flow's schema — keyed by your record ID, with status and completion time
- Optional rubric evaluation of the full transcript
- Transcripts stored turn by turn, with a full audit trail of portal actions
- Built so no finished session can ever be missed — with automatic retries and quarantine-and-requeue for anything that misbehaves
Where it fits
Access & security
- Passwordless sign-in by email link — once a day, no passwords ever; participants never need accounts at all
- Five roles from platform operator to read-only viewer
- Tenant isolation enforced by the database itself — a forgotten filter returns nothing rather than leaking
- Tokens and keys stored only as hashes; per-tenant sender branding
Have people you need answers from?
Tell us who and what — we'll show you the link they'd receive and the structured data you'd get back.