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Agents & Orchestration

Clinic Intake Agent from Scratch Guide

Build a working clinic intake agent from zero, from data capture to scheduling.

Published May 2026

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Build a patient intake agent that runs a four-question conversation over phone, chat, or terminal. It greets the patient, collects name, date of birth, reason for visit, and insurance carrier, logs the result to a JSON file, and escalates to a human if anything is unclear. Three files in a skill folder get you to a first live call fast.

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