Learning Path: Care Coordinator

You're setting up AI-powered engagement for your team — patient outreach, appointment scheduling, or ongoing care programs. This path takes you from core concepts to a fully operational workspace.

Recommended Reading Order

1. Key Concepts — Understand workspaces, workflows, agents, and channels
2. Quick Setup — Create your first agent, workflow, and channel
3. Workflows — Design multi-step conversation flows with branching logic
4. Forms — Collect structured data through natural conversation
5. Channels — Connect phone, SMS, email, web chat, and more
6. Chats — Monitor conversations, jump in when needed, review AI performance
7. Journeys — Build multi-step care programs that run over days or weeks
8. Actions — Automate follow-ups, notifications, and label-based routing