Overview

Production

Dashboard Overview

Configuration status for Esmeralda, AI receptionist for SYNERGY HomeCare of Yuma.

Active
16
SOPs (Knowledge)
16 Active, 0 Inactive
37
Thoughts
11 Caregiver, 10 Client, 16 Business
Active
14
Playbooks (Library)
13 Active, 1 Draft
11
Workflows
11 Defined
46
Guardrails
12 Critical, 12 Security, 11 Caution, 11 Best Practice
04/06/2026
Last Updated
Rules configuration current

Recent Changes

  • Full compliance audit: +8 SOPs, +13 thoughts, +8 playbooks, +4 workflows, +15 guardrails
    04/06/2026
  • Added AI Disclosure Protocol SOP and tracking system across all channels
    04/06/2026
  • Added AHCCCS blocklist, TCPA compliance, EVV rules, and payer-specific settings
    04/06/2026
  • Added Authorization Sentinel, Billing Pre-Screen, and Predictive Turnover playbooks
    04/06/2026
  • Added HIPAA Verification Protocol and AI Disclosure cards to Personality page
    04/06/2026

Quick Stats

Signal Sources 4 Active
Languages Supported English, Spanish
OT Threshold 32 hrs/week
Confirmation Cutoff 3:00 PM daily
Clock-In Grace 5 minutes

Knowledge

Standard Operating Procedures organized by category, with step-by-step checklists.

Select an SOP from the list to view details.

Thoughts

Caregiver, client, and business intelligence that shapes how Esmeralda operates.

Library

Playbooks and operational guides for automated processes.

Workflows

Visual definitions of automated workflow sequences triggered by events.

Personality

Voice, tone, greeting scripts, and behavioral guidelines for Esmeralda.

Guardrails

Safety rules, escalation rules, and best practices that Esmeralda must always follow.

Settings

Scoring weights, timing thresholds, and system configuration values.

State Compliance Rules

Per-state AI disclosure, call recording consent, and Medicaid AI communication rules. Enable states where Esmeralda operates.