AI Voice Agents for Mental Health & Therapy Practices

The agent's workflow

1. 1

   Warm, trauma-informed greeting 24/7

2. 2

   Immediate crisis triage with 988 / 911 escalation

3. 3

   Captures presenting concern, modality preference, and insurance

4. 4

   Matches clients to clinicians by specialty and availability

5. 5

   Books intake session and sends portal invite

6. 6

   Syncs to SimplePractice, TherapyNotes, Headway, Alma

7. 7

   Confirmations and gentle reminders before each session

8. 8

   Re-engagement for clients who lapse

Common problems we hear from mental health & therapy practices

• •Callers in distress reach voicemail
• •Solo clinicians can't answer mid-session
• •Insurance verification slows the first appointment
• •Match-making across clinicians is manual
• •No-shows are costly at therapy rates

Sample call script

What's included