WorkFlux Agent Catalog

WorkFlux offers 12 production-ready AI agents across four categories: Customer Engagement, Healthcare Operations, Sales & Marketing, and Operations & Finance. Each agent is professionally installed, tested, and optimized for specific use cases.

Why Pre-Built Agents?

• 48-Hour Deployment: Pre-built agents deploy 10-20x faster than custom development

• Proven ROI: Each agent has been tested and optimized across hundreds of deployments

• Zero Development: No coding required—our team handles all technical work

• Enterprise-Grade: HIPAA & SOC 2 compliant, 99.9% uptime SLA

• Continuous Updates: Agents improve automatically with new features and optimizations

Agent Categories:

• Customer Engagement (3 agents): Support, appointments, and communication

• Healthcare Operations (3 agents): Patient intake, prescriptions, and care coordination

• Sales & Marketing (3 agents): Lead qualification, cart recovery, and marketing automation

• Operations & Finance (4 agents): Documents, billing, inventory, and compliance

Customer Engagement Agents

These agents handle all aspects of customer communication and engagement:

Customer Support & Reception Agent

**Price:** $449/month | **Setup:** Free
Unified AI agent that handles all customer communication—phone calls, chat, email, SMS support, and front desk reception. Answers questions, routes inquiries, provides information, and escalates to human agents when needed.
**Key Features:**
• Multi-channel support (chat, email, SMS, phone)
• Inbound call handling with voice recognition
• Intelligent call routing and transfers
• Visitor check-in and screening
• Natural language understanding with context awareness
• Knowledge base integration and learning
• Sentiment analysis and priority routing
• Multi-language support (40+ languages)
**Integrations:** Zendesk, Intercom, RingCentral, Twilio, 8x8, Slack, Microsoft Teams, Salesforce
**Metrics:** 100% calls answered, 30sec avg response, 24/7 availability
**Best For:** Healthcare, E-commerce, Real Estate, Legal, Finance

Appointment & Reminder Agent

**Price:** $299/month | **Setup:** Free
Comprehensive appointment management that handles booking, scheduling, automated reminders, follow-ups, and check-ins. Reduces no-shows by 92% and keeps customers engaged throughout their journey.
**Key Features:**
• Smart calendar integration (Google, Outlook, Apple)
• Automated appointment reminders (SMS, email, voice)
• Personalized reminder sequences
• Rescheduling and cancellation handling
• Waitlist management with auto-fill
• Multi-touch follow-up campaigns
• Compliance-aware communication (HIPAA, TCPA)
**Integrations:** Google Calendar, Outlook, Calendly, Acuity, Epic, Athenahealth, HubSpot, Twilio, SendGrid
**Metrics:** 92% show-up rate, 45% more bookings, 88% engagement rate
**Best For:** Dental, Medical, Physical Therapy, Veterinary, Real Estate, Legal

Healthcare Operations Agents

HIPAA-compliant agents designed specifically for healthcare workflows:

Patient Onboarding Agent

**Price:** $799/month | **Setup:** $299
Streamlined patient onboarding that combines digital intake forms, insurance verification, and registration into one seamless workflow. Collects medical history, verifies insurance eligibility in real-time, and processes consent forms—all HIPAA-compliant with full EHR integration.
**Key Features:**
• Digital intake forms with conditional logic
• Real-time insurance eligibility verification (270/271 EDI)
• Benefits breakdown with copay/deductible
• Insurance card scanning and verification
• Pre-authorization automation
• E-signature for consent forms (HIPAA-compliant)
• Medical history capture with SNOMED codes
• Multi-payer support (500+ insurance companies)
**Integrations:** Epic, Cerner, Athenahealth, DrChrono, Practice Fusion, Change Healthcare, Availity, Waystar
**Metrics:** 75% time saved, 85% fewer denials, 100% HIPAA compliant
**Best For:** Dental, Medical, Mental Health, Physical Therapy, Veterinary

Prescription Management Agent

**Price:** $349/month | **Setup:** $199
Prescription workflow automation that handles refill requests, pharmacy coordination, and medication reminders with full e-prescribe integration.
**Key Features:**
• E-prescribe integration (Surescripts, DrFirst)
• Automated refill request processing
• Pharmacy coordination and communication
• Medication adherence reminders
• Prior authorization assistance
• Controlled substance compliance (DEA)
**Integrations:** Surescripts, DrFirst, Epic, Cerner, RxNT
**Metrics:** 90% adherence rate, 5min refill time, 100% DEA compliant
**Best For:** Medical, Mental Health, Veterinary

Patient Care Communication Agent

**Price:** $449/month | **Setup:** $199
Unified patient communication platform that delivers lab results, treatment plans, post-procedure instructions, and progress monitoring. Keeps patients informed and engaged throughout their care journey with HIPAA-compliant messaging.
**Key Features:**
• HL7 lab interface integration
• Automated lab result delivery to patient portal
• Abnormal result flagging and physician alerts
• Personalized treatment plan generation
• Post-procedure instruction delivery
• Progress check-in automation
• Exercise/medication compliance tracking
**Integrations:** LabCorp, Quest Diagnostics, Epic, Cerner, IDEXX, WebPT, SimplePractice, TheraNest
**Metrics:** 2hrs result delivery, 75% compliance rate, 95% patient satisfaction
**Best For:** Medical, Dental, Veterinary, Physical Therapy, Mental Health

Sales & Marketing Agents

Agents that drive revenue through lead generation, qualification, and conversion:

Lead Qualification Agent

**Price:** $399/month | **Setup:** Free
AI-powered lead qualification that scores prospects, identifies buying intent, and routes hot leads to the right sales rep in real-time.
**Key Features:**
• Behavioral lead scoring with ML
• Qualification questions with conversational AI
• Budget, authority, need, timeline (BANT) assessment
• Intelligent routing to sales reps
• CRM enrichment with firmographic data
• Lead nurturing for not-yet-ready prospects
**Integrations:** Salesforce, HubSpot, Pipedrive, Monday.com, Zillow, Realtor.com
**Metrics:** 3x qualified leads, 60sec response time, 45% higher close rate
**Best For:** Real Estate, Legal, Finance, E-commerce

Cart Abandonment Agent

**Price:** $349/month | **Setup:** Free
E-commerce recovery agent that detects cart abandonment, sends personalized recovery messages, and offers dynamic incentives to complete purchases.
**Key Features:**
• Real-time abandonment detection
• Multi-channel recovery (email, SMS, push, retargeting)
• Dynamic discount code generation
• Personalized product recommendations
• A/B testing for recovery messaging
• Revenue attribution and ROI tracking
**Integrations:** Shopify, WooCommerce, BigCommerce, Magento, Klaviyo, Mailchimp
**Metrics:** 50% recovery rate, $2.3M annual recovery, 15min avg recovery time
**Best For:** E-commerce

Marketing Automation Agent

**Price:** $349/month | **Setup:** Free
Unified marketing automation platform that combines email campaigns, review collection, and reputation management. Creates personalized nurture sequences, requests reviews from happy customers, and monitors feedback across all platforms.
**Key Features:**
• AI-generated personalized email content
• Behavioral trigger automation
• Send time optimization per recipient
• A/B testing with auto-winner selection
• Automated review request timing
• Multi-platform review monitoring
• Sentiment analysis for review routing
**Integrations:** Mailchimp, SendGrid, Klaviyo, ActiveCampaign, HubSpot, Google My Business, Yelp, Trustpilot, Facebook, Birdeye
**Metrics:** 67% email open rate, 10x more reviews, 4.8★ avg rating
**Best For:** Healthcare, E-commerce, Real Estate, Legal, Finance

Operations & Finance Agents

Agents that automate back-office operations and financial workflows:

Document Processing Agent

**Price:** $699/month | **Setup:** $499
Legal document automation that reviews contracts, extracts key data, identifies risks, and manages document workflows with 70% faster processing.
**Key Features:**
• AI contract review with risk identification
• Intelligent data extraction (OCR + NLP)
• Clause comparison and redlining
• Document classification and routing
• Version control and audit trail
• Template generation and management
**Integrations:** DocuSign, Adobe Sign, Box, Dropbox, NetDocuments, iManage
**Metrics:** 70% faster review, 99% accuracy, 60% cost reduction
**Best For:** Legal, Finance, Real Estate

Billing & Payment Agent

**Price:** $399/month | **Setup:** $199
Complete billing automation that generates invoices, processes payments, manages collections, and reconciles accounts with accounting integration.
**Key Features:**
• Automated invoice generation and delivery
• Multi-payment processor integration
• Payment plan management
• Collections automation with compliance
• Accounting software sync (QuickBooks, Xero)
• Payment portal with card tokenization
**Integrations:** Stripe, Square, PayPal, QuickBooks, Xero, Bill.com
**Metrics:** 85% faster payments, $47K monthly recovery, Zero manual invoices
**Best For:** Healthcare, Legal, Real Estate, Finance

Inventory Management Agent

**Price:** $449/month | **Setup:** $299
Intelligent inventory system that tracks stock levels, predicts demand, automates reordering, and prevents stockouts with ML-powered forecasting.
**Key Features:**
• Real-time stock level tracking
• Demand forecasting with machine learning
• Automated purchase order generation
• Low stock alerts and reorder points
• Multi-location inventory management
• Supplier integration and order tracking
**Integrations:** Shopify, WooCommerce, QuickBooks, NetSuite, TradeGecko, Cin7
**Metrics:** Zero stockouts, 40% less overstock, Auto reordering
**Best For:** E-commerce, Veterinary, Dental, Medical

Compliance Monitoring Agent

**Price:** $799/month | **Setup:** $699
Compliance automation that monitors regulatory changes, tracks requirements, manages audits, and ensures adherence to HIPAA, SOC 2, and industry regulations.
**Key Features:**
• Regulatory change monitoring and alerts
• Compliance requirement tracking
• Audit trail generation and management
• Policy enforcement automation
• Training and certification tracking
• Risk assessment and reporting
**Integrations:** Vanta, Drata, Secureframe, OneTrust, LogicGate
**Metrics:** 100% audit ready, Zero violations, Auto monitoring
**Best For:** Healthcare, Finance, Legal

Choosing the Right Agents

Start with Your Highest-Impact Use Case:

Most customers begin with appointment scheduling or customer support, then expand to additional agents as ROI becomes clear. Our Professional plan (5 agents) provides the best value at $999/month.

Common Agent Combinations:

• Healthcare Practices: Patient Onboarding + Appointment Reminder + Patient Care Communication

• E-commerce: Customer Support + Cart Abandonment + Marketing Automation

• Real Estate: Lead Qualification + Appointment Reminder + Customer Support

• Legal: Document Processing + Billing + Compliance Monitoring

• Dental Practices: Patient Onboarding + Appointment Reminder + Billing

ROI Timeline:

• 30-60 days: Initial ROI visible from time savings and automation

• 60-90 days: Full ROI realized as agents optimize and scale

• 90+ days: Compound ROI as you add more agents and expand automation

Next Steps:

• [View All Agents](/agents) - Browse the complete agent catalog

• [Quick Start Guide](/docs/quick-start) - Deploy your first agent

• [Contact Us](/contact) - Get a free consultation and ROI projection

Quick Start Guide

Get your first AI agent up and running in minutes. Step-by-step instructions for initial setup, agent selection, and basic configuration.

Deployment Process Overview

Understand our complete 48-hour deployment process. Learn what happens during consultation, integration, testing, and go-live phases.

EHR/EMR Integration (Epic, Cerner, Athenahealth)

Complete guide to integrating AI agents with major EHR systems. Covers HL7, FHIR APIs, patient data sync, and appointment scheduling.

CRM Integration (Salesforce, HubSpot, Zoho)

Connect your AI agents to CRM platforms for seamless lead management, contact sync, and automated follow-up workflows.

Back to Docs Need Help?

AI Agents Overview