Built-in products
Three AI products. Every workflow starts ahead.
Every Simz engagement can plug in our own platform, Simz Conversational for voice and chat, Simz Shift for scheduling, and Simz Chron for document intelligence. We build your custom AI workflow automations around them, so you're never starting from zero.
Simz Conversational
AI agents that answer, qualify, and route, 24/7, in any language.
Human-sounding conversational AI that handles inbound and outbound calls and chats: intake, qualification against your exact criteria, pitching your exact script, and warm transfer the moment a prospect qualifies. Every conversation is dispositioned instantly and logged in your systems.
Integrates with Five9, your CRM, VOIP/PBX systems, and email & SMS providers.
What Simz Conversational does
- Workflow-based qualificationA logic-driven workflow qualifies or disqualifies every contact against your criteria, so your team engages only high-potential conversations, nothing wasted on prospects who don't fit.
- Live transfer when they qualifyThe moment a prospect meets your criteria, they're warm-transferred to the right person according to your disposition statuses, swift progression, no dropped handoffs.
- Instant lead dispositionEvery conversation is categorized and routed in real time, engaged, disqualified, callback, or escalated, keeping your pipeline clean and your reporting accurate.
- Callbacks & follow-upsMissed connections, scheduled callbacks, and multi-touch follow-up sequences run automatically until each contact reaches a resolution.
- Document collection & updatesAgents request, collect, and confirm documents mid-conversation, and can update records and documents as part of the workflow.
- QC report cards & transcriptsEvery call is transcribed and scored, giving you quality-control visibility across 100% of conversations, not the 2% a human QA team can sample.
- Natural audio, customizable ambienceBackground noise cancellation delivers crisp, clear audio, and customizable background sound keeps conversations feeling natural and on-brand.
How a conversation flows
Your script, your rules, your dispositions, executed the same way every time.
- 01Contact answered or dialed , instantly, any hour
- 02Identity and intent confirmed against your workflow
- 03Qualification criteria applied step by step
- 04Qualified: warm live transfer or booking on the spot
- 05Not qualified: polite close with correct disposition
- 06CRM updated, transcript and QC scorecard filed
Integrations
Conversational plugs into the stack you already run.
- Five9 , native contact-center integration for routing and transfers
- CRM integrations , leads, dispositions, and notes synced automatically
- VOIP/PBX integrations , works with your existing phone infrastructure
- Email & SMS providers , follow-ups and confirmations across channels
Where it's used
The conversational layer under workflows across the whole site.
- Legal intake , 24/7 client qualification and sign-up
- Medical practices , after-hours answering and patient calls
- Sales teams , instant speed-to-lead and outbound campaigns
- Customer support , first response, triage, and status updates
- Any industry , anywhere a phone rings or a chat opens
Simz Shift
AI scheduling that fills the calendar, and staffs it, too.
Simz Shift works as an extension of your front desk and operations team: appointment scheduling, inquiries, reminders, and follow-ups handled 24/7, plus an intelligent scheduling engine that builds and maintains complex staff schedules across roles, rules, and locations.
Pay-per-minute pricing, unlimited scalability, and enterprise security: 2FA, role-based access, audit trails, and session controls. White-glove onboarding included.
What Simz Shift does
- Appointment scheduling, 24/7New booking requests handled around the clock across phone, text, and email, every appointment type routed with the right information, so the schedule keeps moving even after hours.
- One place for everythingCalls, texts, emails, and requests come together in one connected workflow, no more requests scattered across channels or lost at the front desk.
- Readiness before every visitPreparation instructions, screening questions, and appointment details delivered ahead of time, so customers, clients, and patients arrive informed, no surprises on the day.
- Reminders & zero missed appointmentsConfirmations and reminder sequences that cut no-shows, with cancellations backfilled from the waitlist automatically.
- Follow-up flowWhen results are ready, next steps are due, or a return visit is needed, Shift keeps people moving to what comes next.
- Any language, always availablePeople communicate in the language they know best, with support available for early-morning questions and late-night requests alike.
- Staff & shift schedulingBeyond appointments: the engine generates full staff schedules, enforcing your hard rules, optimizing preferences, and rebalancing coverage when someone becomes unavailable.
Hard rules, strictly enforced
Non-negotiables the engine will never violate, no matter what.
- Credentials & role requirements , only qualified staff on qualifying shifts
- No overlapping shifts , ever
- Approved PTO respected , unavailable days stay unavailable
- Rest & hour limits , minimum rest time, max hours per day, week, and month
- Coverage minimums , per location, role, and service type
Soft rules, intelligently optimized
Preferences the engine balances fairly across the whole team.
- Preferred locations, shift types, and days honored where possible
- Fair distribution , nights, weekends, holidays, and total hours balanced
- Site continuity , people stay where they work best
- Personal preferences weighed into every draft
- Multi-location mastery , if someone becomes unavailable at one site, the engine reschedules with the next eligible person at another qualified location, automatically
Schedule generation workflow
From date range to published schedule, with a full audit trail.
- 01Select the date range
- 02Hard rules applied first , no exceptions
- 03Soft rules optimized across the team
- 04Conflicts flagged with plain-language explanations
- 05Draft review and manual edits, all audit-logged
- 06Publish , everyone notified automatically
Deep customization built in: the admin portal supports custom formulas and criteria across multiple sites and role-specific requirements , every report, alert, ruleset, and workflow can be tailored to your exact use case.
Simz Chron
AI document intelligence & chronologies, faster than any human.
Simz Chron turns mountains of PDFs, scanned charts, faxes, and unstructured records into organized, interactive intelligence: timelines, summaries, and risk flags. Built for legal, medical, insurance, compliance, research, any team drowning in dense records.
Enterprise security: HIPAA-compliant infrastructure, secure ingestion, role-based access, and audit trails. Mobile-responsive and radically simple to use.
What Simz Chron does
- Universal ingestion & advanced OCRUpload any PDF, including scanned and faxed documents, and readable text is extracted instantly. No document set is too messy or too large.
- Intelligent entity extractionDiagnoses, medications, allergies, labs, dates, and parties pulled from the noise automatically, with discrepancies between documents detected and surfaced.
- Interactive timelines & calendarsA visual map of events and progression, plus an at-a-glance calendar of key dates, visits, procedures, hospitalizations, and milestones.
- Executive summaries & chronological narrativesA concise high-level overview of critical findings for fast orientation, backed by a date-ordered detailed summary for deep review.
- Flags, risk factors & gap analysisInconsistencies, treatment gaps, red flags, and discrepancies proactively detected, including gap-in-treatment and continuity analysis.
- Custom coding & automated flaggingDefine your own ICD-10 or industry-specific codes and criteria; the system auto-detects and flags every match across all documents.
- Ask your documents anythingPowered by Simz conversational AI: query analyzed records in natural language and get instant, sourced answers, then export client-ready reports in PDF, DOCX, or interactive format.
Key intelligent outputs
Every analysis is delivered as a unified single source of truth.
- Executive summary & case insights , critical findings at a glance
- Interactive timeline , full history of events and encounters
- Key-dates calendar , visits, procedures, and milestones
- Diagnostic highlights , auto-extracted, standardized ICD-10 coding
- Detailed chronological summary , date-ordered narrative for deep review
Analysis workflow
From raw records to organized intelligence in five steps.
- 01Upload any document set
- 02Simz AI applies OCR and entity extraction
- 03Timelines, summaries, flags, and gap analysis built
- 04Review interactive outputs with natural-language queries
- 05Export organized reports , PDF, DOCX, or interactive
Who uses it
Any vertical handling dense, high-stakes records.
- Law firms , medical record chronologies for demands and depositions
- Medical teams , full patient histories organized for review
- Insurance , claims files analyzed for risk and inconsistency
- Compliance & research , large document sets structured and searchable
- Any industry , wherever decisions wait on document review
Don't see it? We build it.
Custom-developed AI systems catered to your business.
Conversational, Shift, and Chron are the head start, not the limit. If your workflow needs something that doesn't exist yet, we design and develop it: bespoke AI agents, automations, integrations, and tools built around your exact processes, systems, and compliance requirements.
Every custom build follows our consulting approach, audit, design, build & integrate, run & improve, and can combine any of our three products under the hood.
What custom development covers
- Bespoke AI agents & workflowsAI agents trained on your scripts, policies, and edge cases, running workflows designed from scratch around how your business actually operates, not a template.
- Integrations with any systemIf it has an API, a database, or even just an inbox, we can connect it, legacy software, industry-specific platforms, internal tools, and everything in between.
- Custom dashboards & reportingPurpose-built views of the metrics that matter to you, pipelines, throughput, SLAs, costs, updated automatically from your live systems.
- Industry-specific complianceHIPAA, legal confidentiality, financial regulations, compliance requirements are designed into the system from day one, not bolted on after.
- Extensions of our productsNeed Shift to schedule something unusual, Chron to analyze a new document type, or Conversational to run a workflow nobody's tried? We extend our own platform for your use case.
- Ongoing development & supportCustom doesn't mean abandoned. We run, monitor, and keep improving what we build, your system gets better every month, not stale.
See all three working as one workflow.
Conversational answers the call. Shift books the appointment. Chron organizes the records. Book a demo and we'll show them running together on a workflow like yours.