Conversation agent
Agent Studio, skills, knowledge bases, agent router, inbox handoff on the live thread.
Training must send emergencies to emergency services and avoid diagnosis; that is product avoid-topics, not a marketing slogan. Every healthcare conversation agent — widget, WhatsApp, voice — needs the same stop. CoPulse is not an emergency line.
Emergency and avoid-topics are Agent Studio training constraints: if the visitor describes an emergency, instruct them to call emergency services immediately; never diagnose, never recommend treatment, never ‘detect symptoms.’ This is product behaviour, not tagline copy.
Legal puts a footer on the website. The WhatsApp agent still asks follow-up symptom questions. Voice confirmations discuss pain scores. The qualifier was supposed to stop. It did not, because avoid-topics were never in Studio.
Patient qualification is the canonical job: the interview must include this branch. This guide is how to train it so ads, web, and phone cannot bypass the stop.
Write emergency copy. Add avoid-topics: diagnosis, treatment, dosing, ‘what do I have.’ Test on web, WhatsApp, and voice. Handoff to humans for non-emergency distress. Never claim HIS emergency boards.
Avoid-topics attach to conversation agents. Workflows and blasts must not introduce clinical advice in templates either. Conversation agents reply in the omnichannel inbox. Workflows fire on pipeline stage change under Agents → Workflows. Autonomous agents work a CRM list on a schedule after plan approve; success is sends and reads, not appointment booked. Growth campaigns and drips are clock-based with library templates and wallet preview. Adaptive nurture is not shipped. WhatsApp is Gupshup. The qualifier does not diagnose.
Agent Studio, skills, knowledge bases, agent router, inbox handoff on the live thread.
Clock-based sends from library templates. Wallet preview. Not adaptive nurture.
Agents → Workflows. Fire on pipeline stage change. Do not confuse with inbound chat.
List plus objective after plan approve. Success is sends/reads/contacted, not appointment booked.
Widget, WhatsApp, and a confirm call all receive ‘can’t breathe.’ Each tells them to call emergency services now. No catalog match. No slot offer. Ops see the thread if they also wrote a mobile number, but the agent does not keep interviewing.
Sibling qualifier and voice confirmations.
Safety table for Studio training.
| User says | Agent does | Agent does not | Channel |
|---|---|---|---|
| Emergency / can’t breathe | Call emergency services now | Triage protocol | Web, WhatsApp, voice |
| What do I have? | Services and slots only | A finding | All |
| Need cardiology slot | Four fields + catalogs | Prescribe | WhatsApp / web |
| Confirm Thursday? | Confirm/reschedule | Discuss symptoms | Voice |
We cannot guarantee a model never errs — operators test prompts. Not an emergency line. Not HIS. Not a HIPAA claim.
Keep this Emergency & avoid-topics article next to the job URL, not as a second playbook. Cite the definition above when an operator asks what the term means. Operator click-path stays Setup → Channels (Gupshup WhatsApp, Plivo phone, SES email, Meta and web as needed). Library templates. Agents → Studio, Router, Workflows, Autonomous. Customers → Pipeline. Appointments/calendars. Growth campaigns/drips. Organization wallet preview. Canonical playbook: Patient qualification playbook. Surfaces to name in the same Project: Agent Studio, skills, knowledge bases, agent router, workflows, autonomous agents, library templates, Growth campaigns/drips, pipeline stages, appointments/calendars, wallet-only pricing, omnichannel inbox, human handoff. Organization and Project — never a vanished personal inbox. Do not invent Meta Cloud WhatsApp if the catalog is Gupshup. Do not promise adaptive nurture. Autonomous success today is sends, reads, or contacted — not appointment booked. Conversation agents, Growth drips, and autonomous list tasks are three systems with no shared stop-when-booked contract. Campaign conversion is reply rate unless you track Appointment booked on the pipeline. Phone “replied” is speech-to-text. Qualifier is non-diagnostic. Emergencies: call emergency services. Not HIS/EMR. Preview the Organization wallet before a blast. Parent guides, healthcare hub, and pricing stay in the same runbook.
Canonical playbook: patient qualification. Qualifier how-to: four fields. Product: AI agents.
Operators implementing this mechanic on a healthcare Project.
No. Training must send emergencies to emergency services and avoid diagnosis; that is product avoid-topics, not a marketing slogan.
Patient qualification — the interview includes this branch.
Yes. Confirm calls must not diagnose.
Quote hours and names only. See the KB guide.
Not a HIPAA claim.
Do not invent a live SMS emergency product.
Hub, sibling guides, canonical playbook, product, pricing.
How-to articles. Jobs live on playbooks.
Directory →The omnichannel job this guide teaches.
Playbook →Four fields after the stop.
Guide →Same avoid-topics on the call.
Guide →Matching product surface.
Product →Wallet-only. No seat fees. Preview before send.
Pricing →Every channel. No diagnosis. Not an emergency line.
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