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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.

  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