Home/Agent library/Staff Desk
Telehealth · Prebuilt agent · buy now

Staff Desk

Staff ask, the record answers, tickets get raised. Staff lose time hunting through records to answer "where is this order?" and "what happened with this patient?".

Agent facts

Staff Desk

Telehealth · Prebuilt, runs inside HubSpot

Reads
Records the staff member is already allowed to see
May change
Tickets, with the right type and owner
Never
Shows a record to someone without permission
Approval
Every answer is logged
Written to
The HubSpot record, every action, with a timestamp
Run cost
Your HubSpot credits, with a cap you set
Off switch
One toggle. Nothing is lost

An example run, start to finish.

Press replay to watch each step, and where a person approves.

The work
Staff lose time hunting through records to answer "where is this order?" and "what happened with this patient?".
The agent
Staff ask, the record answers, tickets get raised. It changes: tickets, with the right type and owner.
A person approves
Every answer is logged.
Example run · staff question
Staff memberWhere is the order for patient 10482?
Staff DeskPaid Monday, dispensed Tuesday, with the courier now. Tracking shows delivery tomorrow.
Staff memberThey say the address is wrong.
  • Ticket raised · type: shipping · owner: dispatchDone
  • Answer and ticket logged on the recordDone

$750 to set up.

Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.

How long until it is live?

Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.

What happens when it gets something wrong?

Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.

Who approves its work?

Every answer is logged.

What does it need from us?

A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.

Agents that read the same record.

They share one HubSpot record, so each picks up where the other left off.

RITelehealth

Results Intake

Pathology PDFs into structured, flagged markers.

Builtest. 25 hrs a month back
$3k to $9kCustom · by proposal
RNTelehealth

Renewal Agent

Knows when supply ends and books the review.

Builtest. 15 hrs a month back
$1,000Prebuilt · buy now
PCTelehealth

Patient Concierge

Pre-consult questions and bookings, web and phone.

Builtest. 20 hrs a month back
$3k to $9kCustom · by proposal

Not sure it fits?

Answer six quick questions and Kat will tell you whether this agent belongs in your cart.

Find my agents

What you allow

Change this whenever you like. The link sits in the footer.