Every call your AI agent hands off arrives with the answer.
The agent portal is where your pharmacy team works the calls and follow-ups your AI agent can't finish alone. The brief is on screen before they say hello, every promise is tracked until it's kept, and managers can see whether it's working.
Key takeaways
- The Teleperson Agent Portal is the workspace for pharmacy staff who take over calls from the AI agent: one screen for the hand-off, the patient and the follow-up.
- Every hand-off arrives with a brief: why the patient called, what the AI agent tried and what failed, the Rx number, what was promised, and every call this week.
- My work lists what each agent owes today: callbacks, the AI agent's open promises, voicemails, and refills stuck on hold or waiting on a prescriber, with anything overdue at the top.
- Promises made at wrap-up are tracked: reminders before they're due, a supervisor alert when one slips, and a one-tap text to the patient when it's kept. If the patient calls back first, the AI agent already knows who's on it.
- Pulse shows managers how many patients call again within a week of a hand-off, how many promises are kept on time, and what's overdue by team, with red flags every morning.
What your team gets
Start every call with the answer.
My work
Callbacks owed, the AI agent's promises, voicemails and stuck refills. Overdue rises to the top.
Hand-off brief
Why they called, what the AI agent tried, the Rx number and what it promised, before hello.
Repeat-caller history
The third call this week about the same refill shows up as exactly that, with each earlier call.
Drafted wrap-up
The call summary is written for you. Promise a follow-up by choosing who and by when.
The AI agent stays in the loop
If the patient calls back first, the AI agent tells them who's on it and by when.
Reminders and escalation
A reminder before a promise is due; supervisors hear when one slips. No patient details in email.
Close the loop by text
One tap texts the patient that it's taken care of. Numbers that replied STOP are never texted.
Soft phone built in
Calls, the patient record and the message center side by side, with no switching windows.
Pulse for managers
Repeat calls after hand-offs, promises kept on time and what's overdue by team, every morning.
A shift on the portal
From hand-off to kept promise.
- 01
Start with My work
The day opens on what each agent owes: callbacks, promises, voicemails and stuck refills, overdue first.
- 02
Take the hand-off
The brief is already on screen: the reason, what the AI agent tried, the Rx number and the call history.
- 03
Wrap up with a promise
The summary is drafted. Pick who follows up and by when, and it becomes a tracked promise.
- 04
Keep it, and say so
A reminder arrives before it's due. When it's done, one tap texts the patient that it's taken care of.
FAQ