Built-in Assistant

Meet Sophie

Your behavioral health operations assistant. Sophie answers from current workspace and module data, surfaces what needs attention, and proposes next actions — every one of which you approve. Today she is deterministic: no large language model and no external AI calls.

How Sophie Works

Grounded. Recommend-only. Context-aware.

Grounded in workspace data

Sophie only answers from current workspace/module records she is permitted to see. She does not invent or generalize. If the answer is not in that data, she says so.

Recommend-only

Sophie never auto-submits, auto-files, or auto-acts. Every suggestion requires your explicit click. She is an advisor, not an actor — by design, not by accident.

Context-aware

Sophie knows which module you are in, what is currently pending, and what the rules are for your organization. She answers questions relevant to where you are, not generic ones.

What Sophie Can Do Live today

Answers that name their source.

Sophie is live in the current platform release. These are the things she can do today.

Answer questions about any module — billing review, compliance status, HR records, workflows
Surface what is overdue, flagged, or needs attention — from current workspace records, not a generic list
Propose next actions — you review and approve each one; nothing moves without your click
Review policy drafts and flag potential compliance gaps against your loaded rule set
Update item owners and statuses on request — with every change written to the audit log

Important: Sophie is recommend-only

Sophie is an operations-support assistant. All outputs are recommendations — Sophie does not make clinical determinations, does not diagnose, and does not prescribe. No action is taken without explicit human approval. Sophie does not store protected health information (PHI). Outputs should be reviewed by a qualified clinician or operations professional before any action is taken.

Sophie is live in the platform.

See a demonstration with the synthetic dataset — no PHI, no signup required to view.